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Broadcom
AVGO

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 %
HIS
1101
Horizon Investment Services
Indiana
$2.72M +$2.72M +32,760 New
NMG
1102
New Millennium Group
Utah
$2.72M -$142K -1,710 -5%
WC
1103
Westhampton Capital
North Carolina
$2.72M +$48.2K +580 +2%
SWA
1104
Stratos Wealth Advisors
Ohio
$2.71M +$1.49M +17,990 +123%
HCM
1105
HMS Capital Management
Tennessee
$2.7M -$73.9K -890 -3%
LB
1106
Legacy Bridge
Iowa
$2.7M +$101K +1,210 +4%
GCM
1107
Goldstream Capital Management
Hong Kong
$2.7M +$2.7M +32,450 New
NDSI
1108
Newman Dignan & Sheerar Inc
Rhode Island
$2.69M +$24.1K +290 +0.9%
GIM
1109
Groesbeck Investment Management
New Jersey
$2.67M -$133K -1,600 -5%
OCBCO
1110
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.66M -$135K -1,630 -5%
NA
1111
Nordwand Advisors
Pennsylvania
$2.66M -$427K -5,140 -14%
SF
1112
Symphony Financial
Texas
$2.66M -$149K -1,780 -5%
SWM
1113
Sugarloaf Wealth Management
Georgia
$2.66M -$374K -4,500 -12%
AFG
1114
Alterity Financial Group
Maine
$2.65M +$8.31K +100 +0.3%
SIA
1115
SeaBridge Investment Advisors
New Jersey
$2.64M +$94.7K +1,140 +4%
HCP
1116
Hiddenite Capital Partners
New York
$2.64M -$2.35M -28,250 -47%
SIG
1117
Spinnaker Investment Group
California
$2.63M – – –
Temasek Holdings
1118
Temasek Holdings
Singapore
$2.63M +$2.63M +31,610 New
FDS
1119
Freedom Day Solutions
Texas
$2.63M -$264K -3,180 -9%
AAS
1120
Annex Advisory Services
Wisconsin
$2.59M +$2.34M +28,220 +950%
MFG
1121
MidWestOne Financial Group
Iowa
$2.59M -$604K -7,270 -19%
EWM
1122
Evergreen Wealth Management
Michigan
$2.57M +$39K +470 +2%
OC
1123
Oarsman Capital
Wisconsin
$2.57M -$142K -1,710 -5%
RA
1124
RFG Advisory
Alabama
$2.57M +$286K +3,440 +13%
IIC
1125
Ironwood Investment Counsel
Arizona
$2.57M -$582K -7,000 -18%
43 44
45
46 47