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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1076
Altman Advisors
Illinois
$2.91M +$2.91M +35,040 New
CWAG
1077
Compton Wealth Advisory Group
Virginia
$2.9M – – –
MMPW
1078
Mitchell McLeod Pugh & Williams
Alabama
$2.9M -$4.98K -60 -0.2%
EFM
1079
Eley Financial Management
Vermont
$2.89M -$35.8K -430 -1%
WCBA
1080
Weaver C. Barksdale & Associates
Tennessee
$2.89M +$461K +5,550 +19%
UCMOK
1081
United Capital Management of KS
Kansas
$2.87M -$29.9K -360 -1%
VNIM
1082
Vaughan Nelson Investment Management
Texas
$2.86M -$1.11M -13,350 -28%
WSTAM
1083
Wilbanks Smith & Thomas Asset Management
Virginia
$2.86M +$85.6K +1,030 +3%
EAM
1084
EFG Asset Management
Oregon
$2.85M -$365K -4,400 -11%
KCM
1085
Kornitzer Capital Management
Kansas
$2.85M +$274K +3,300 +11%
SW
1086
StrongBox Wealth
Missouri
$2.82M -$125K -1,500 -4%
RCG
1087
Resource Consulting Group
Florida
$2.81M – – –
EH
1088
Equitable Holdings
New York
$2.8M +$239K +2,880 +9%
MIH
1089
Meitav Investment House
Israel
$2.8M -$115K -1,400 -4%
CWMU
1090
Caliber Wealth Management (Utah)
Utah
$2.8M +$105K +1,270 +4%
SI
1091
Saxon Interests
Texas
$2.8M +$1.87M +22,460 +201%
CWMGP
1092
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.79M -$88.9K -1,070 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1093
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.79M +$68.1K +820 +3%
WF
1094
Welch & Forbes
Massachusetts
$2.77M +$119K +1,430 +4%
RCA
1095
Ranch Capital Advisors
Florida
$2.76M +$35.7K +430 +1%
Nomura Holdings
1096
Nomura Holdings
Japan
$2.75M -$1.59M -19,160 -37%
CWP
1097
Concord Wealth Partners
Virginia
$2.75M +$98.8K +1,190 +4%
TCM
1098
Traynor Capital Management
Pennsylvania
$2.74M +$595K +7,160 +28%
SIA
1099
Schechter Investment Advisors
Michigan
$2.73M -$36.5K -440 -1%
FCM
1100
Fairbanks Capital Management
California
$2.72M -$980K -11,800 -26%
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