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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
1076
Franchise Capital
Cayman Islands
$4.32M -$1.67M -14,920 -28%
CFG
1077
Citizens Financial Group
Rhode Island
$4.31M +$1.33M +11,880 +44%
BCM
1078
Becker Capital Management
Oregon
$4.31M +$68.1K +610 +2%
VLC
1079
Van Leeuwen & Company
New Jersey
$4.3M -$703K -6,300 -14%
TCM
1080
Traynor Capital Management
Pennsylvania
$4.28M +$593K +5,310 +16%
SW
1081
StrongBox Wealth
Missouri
$4.28M +$480K +4,300 +13%
AIM
1082
Allen Investment Management
New York
$4.27M -$146K -1,310 -3%
TCWA
1083
Turtle Creek Wealth Advisors
Texas
$4.26M +$4.26M +38,130 New
FCMA
1084
Foresight Capital Management Advisors
Michigan
$4.26M +$4.26M +38,110 New
PIMJS
1085
PKO Investment Management Joint-Stock
Poland
$4.24M +$2.23M +20,000 +111%
GAG
1086
GM Advisory Group
New York
$4.24M -$61.4K -550 -1%
Empower Advisory Group
1087
Empower Advisory Group
Colorado
$4.23M +$290K +2,600 +7%
LSIA
1088
LaSalle St. Investment Advisors
Illinois
$4.22M -$425K -380 -9%
TPI
1089
Trust Point Inc
Wisconsin
$4.19M +$4.19M +37,560 New
FBFS
1090
First Business Financial Services
Wisconsin
$4.19M +$179K +1,600 +4%
CWP
1091
Concord Wealth Partners
Virginia
$4.18M +$486K +4,350 +13%
PRS
1092
Pinkerton Retirement Specialists
Idaho
$4.16M -$310K -2,780 -7%
BHIA
1093
Birch Hill Investment Advisors
Massachusetts
$4.15M -$150K -1,340 -3%
MWM
1094
MGB Wealth Management
Texas
$4.15M +$4.15M +37,180 New
CW
1095
CreativeOne Wealth
Kansas
$4.14M +$118K +1,060 +3%
HCM
1096
Hengehold Capital Management
Ohio
$4.14M +$96K +860 +2%
JE
1097
JMAC Enterprises
Pennsylvania
$4.13M -$91.5K -820 -2%
ACM
1098
Alcosta Capital Management
California
$4.13M -$23.4K -210 -0.6%
SACTSONJ
1099
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.13M – – –
MAM
1100
MWA Asset Management
Massachusetts
$4.12M -$162K -1,450 -4%
42 43
44
45 46