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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 %
CC
1101
Chicago Capital
Illinois
$4.12M +$4.12M +36,950 New
HIS
1102
Horizon Investment Services
Indiana
$4.09M +$430K +3,850 +12%
ACS
1103
Archford Capital Strategies
Illinois
$4.06M -$308K -2,760 -7%
MMPW
1104
Mitchell McLeod Pugh & Williams
Alabama
$4.06M +$165K +1,480 +4%
AT
1105
Arden Trust
Delaware
$4.06M -$351K -3,140 -8%
ET
1106
Equitable Trust
Tennessee
$4.05M -$204K -1,830 -5%
Balyasny Asset Management
1107
Balyasny Asset Management
Illinois
$4.03M -$3.5M -31,340 -46%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.99M -$186K -1,670 -4%
PWM
1109
Purus Wealth Management
California
$3.98M +$41.3K +370 +1%
BFA
1110
Beaumont Financial Advisors
Massachusetts
$3.96M +$608K +5,450 +18%
WSTAM
1111
Wilbanks Smith & Thomas Asset Management
Virginia
$3.95M +$106K +950 +3%
HIC
1112
Holderness Investments Company
North Carolina
$3.95M +$711K +6,370 +22%
JWM
1113
JPL Wealth Management
Colorado
$3.94M +$3.94M +35,300 New
CGL
1114
Clarius Group LLC
Washington
$3.93M -$119K -1,070 -3%
AG
1115
Advocate Group
Minnesota
$3.92M -$503K -4,510 -11%
CWMU
1116
Caliber Wealth Management (Utah)
Utah
$3.9M +$145K +1,300 +4%
RL
1117
Retireful LLC
Michigan
$3.9M +$1.09M +9,780 +39%
KA
1118
Kintegral Advisory
New York
$3.9M -$24.6K -220 -0.6%
WA
1119
Wealth Alliance
New York
$3.9M -$97.1K -870 -2%
CWMGP
1120
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.89M +$143K +1,280 +4%
AIA
1121
Alternative Investment Advisors
Florida
$3.88M -$313K -2,800 -7%
GEA
1122
Glen Eagle Advisors
New Jersey
$3.87M -$48K -430 -1%
FCM
1123
Fairbanks Capital Management
California
$3.87M +$207K +1,850 +6%
1SB
1124
1ST Source Bank
Indiana
$3.86M -$210K -1,880 -5%
PG
1125
Patten Group
Tennessee
$3.86M +$662K +5,930 +21%
43 44
45
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