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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
OPA
1126
Old Port Advisors
Maine
$1.81M +$40.9K +680 +2%
HIM
1127
Harbour Investment Management
Washington
$1.81M +$15.6K +260 +0.9%
OAM
1128
Ostrum Asset Management
France
$1.81M +$1.69M +28,170 New
MP
1129
McDonald Partners
Ohio
$1.8M -$84.2K -1,400 -5%
EAMA
1130
EFG Asset Management (Americas)
Florida
$1.8M +$27.1K +450 +2%
DC
1131
DeDora Capital
California
$1.8M -$49.9K -830 -3%
TSWM
1132
Triangle Securities Wealth Management
North Carolina
$1.8M -$69.2K -1,150 -4%
CC
1133
Commons Capital
Massachusetts
$1.8M -$18K -300 -1%
DTL
1134
Dynamic Technology Lab
Singapore
$1.79M +$1.68M +27,850 New
HSA
1135
HBK Sorce Advisory
Pennsylvania
$1.79M -$1.6M -26,530 -49%
CFG
1136
Citizens Financial Group
Rhode Island
$1.78M -$7.82K -130 -0.5%
AF
1137
Allworth Financial
California
$1.77M -$21.7K -360 -1%
PMA
1138
Prudent Man Advisors
Illinois
$1.77M -$13.8K -230 -0.8%
VCWA
1139
Vanguard Capital Wealth Advisors
Colorado
$1.76M +$9.02K +150 +0.5%
PGIM
1140
Pacific Global Investment Management
California
$1.76M -$90.8K -1,510 -5%
HI
1141
Harbour Investments
Wisconsin
$1.75M +$242K +4,030 +17%
MW
1142
Marcum Wealth
Ohio
$1.75M +$59K +980 +4%
CBC
1143
Coombe, Bender & Co
New York
$1.74M +$40.9K +680 +3%
RS
1144
Robeco Schweiz
Switzerland
$1.73M -$3.55M -59,000 -69%
QPWM
1145
Quadrant Private Wealth Management
Pennsylvania
$1.73M -$42.7K -710 -3%
LWAM
1146
Legacy Wealth Asset Management
Minnesota
$1.73M +$1.8K +30 +0.1%
USCWA
1147
U.S. Capital Wealth Advisors
Texas
$1.73M +$157K +2,610 +11%
KIG
1148
Kennedy Investment Group
New Jersey
$1.71M +$3.01K +50 +0.2%
IPAM
1149
ICICI Prudential Asset Management
India
$1.71M +$382K +6,350 +31%
EH
1150
Equitable Holdings
New York
$1.71M +$162K +2,700 +11%

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.