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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1101
LCNB Corp
Ohio
$1.92M -$33.1K -550 -2%
RA
1102
RFG Advisory
Alabama
$1.91M +$69.8K +1,160 +4%
PG
1103
Patten Group
Tennessee
$1.9M +$31.3K +520 +2%
SIM
1104
Sentry Investment Management
Wisconsin
$1.89M +$162K +2,690 +10%
JFG
1105
Jefferies Financial Group
New York
$1.89M +$1.55M +25,720 +688%
CB
1106
Centennial Bank
Arkansas
$1.89M -$668K -11,100 -27%
AOWM
1107
Alpha Omega Wealth Management
Virginia
$1.89M -$5.42K -90 -0.3%
MTWM
1108
Masso Torrence Wealth Management
New Jersey
$1.88M -$102K -1,690 -5%
FC
1109
Forte Capital
New York
$1.88M -$10.2K -170 -0.6%
GSEP
1110
Golden State Equity Partners
California
$1.88M +$1.76M +29,280 New
BFA
1111
Beaumont Financial Advisors
Massachusetts
$1.88M +$3.01K +50 +0.2%
CCP
1112
Cunning Capital Partners
North Carolina
$1.87M
SIA
1113
Schear Investment Advisers
Ohio
$1.86M +$37.3K +620 +2%
RAM
1114
Redmond Asset Management
Virginia
$1.86M -$3.61K -60 -0.2%
BAM
1115
Berkshire Asset Management
Pennsylvania
$1.86M +$1.75M +29,010 New
LFM
1116
LGT Fund Management
Liechtenstein
$1.86M +$1.74M +29,000 New
CAM
1117
Carret Asset Management
New York
$1.85M -$36.7K -610 -2%
Voloridge Investment Management
1118
Voloridge Investment Management
Florida
$1.84M +$1.73M +28,750 New
SW
1119
StrongBox Wealth
Missouri
$1.84M -$39.1K -650 -2%
AWP
1120
Ascent Wealth Partners
New York
$1.84M +$13.2K +220 +0.8%
PL
1121
Perpetual Ltd
Australia
$1.84M +$1.72M +28,630 New
RA
1122
Rational Advisors
New York
$1.84M +$1.72M +28,620 New
BCFD
1123
Boit C.F. David
$1.82M
NMG
1124
New Millennium Group
Utah
$1.82M -$92.7K -1,540 -5%
CIAS
1125
CFS Investment Advisory Services
New Jersey
$1.81M +$344K +5,720 +25%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.