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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
1101
Masso Torrence Wealth Management
New Jersey
$1.88M -$108K -1,690 -5%
FC
1102
Forte Capital
New York
$1.88M -$10.9K -170 -0.6%
GSEP
1103
Golden State Equity Partners
California
$1.88M +$1.88M +29,280 New
BFA
1104
Beaumont Financial Advisors
Massachusetts
$1.88M +$3.21K +50 +0.2%
CCP
1105
Cunning Capital Partners
North Carolina
$1.87M – – –
SIA
1106
Schear Investment Advisers
Ohio
$1.86M +$39.8K +620 +2%
RAM
1107
Redmond Asset Management
Virginia
$1.86M -$3.85K -60 -0.2%
BAM
1108
Berkshire Asset Management
Pennsylvania
$1.86M +$1.86M +29,010 New
LFM
1109
LGT Fund Management
Liechtenstein
$1.86M +$1.86M +29,000 New
CAM
1110
Carret Asset Management
New York
$1.85M -$39.1K -610 -2%
Voloridge Investment Management
1111
Voloridge Investment Management
Florida
$1.84M +$1.84M +28,750 New
SW
1112
StrongBox Wealth
Missouri
$1.84M -$41.7K -650 -2%
AWP
1113
Ascent Wealth Partners
New York
$1.84M +$14.1K +220 +0.8%
PL
1114
Perpetual Ltd
Australia
$1.84M +$1.84M +28,630 New
RA
1115
Rational Advisors
New York
$1.84M +$1.84M +28,620 New
BCFD
1116
Boit C.F. David
$1.82M – – –
NMG
1117
New Millennium Group
Utah
$1.82M -$98.8K -1,540 -5%
CIAS
1118
CFS Investment Advisory Services
New Jersey
$1.81M +$367K +5,720 +25%
OPA
1119
Old Port Advisors
Maine
$1.81M +$42.3K +680 +2%
HIM
1120
Harbour Investment Management
Washington
$1.81M +$16.7K +260 +0.9%
OAM
1121
Ostrum Asset Management
France
$1.81M +$1.81M +28,170 New
MP
1122
McDonald Partners
Ohio
$1.8M -$89.8K -1,400 -5%
EAMA
1123
EFG Asset Management (Americas)
Florida
$1.8M +$28.9K +450 +2%
DC
1124
DeDora Capital
California
$1.8M -$53.2K -830 -3%
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$1.8M -$73.8K -1,150 -4%
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