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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 %
OL
1126
Optas LLC
Texas
$2.56M +$2.49K +30 +0.1%
SIA
1127
Schear Investment Advisers
Ohio
$2.56M -$34.1K -410 -1%
AW
1128
Alaethes Wealth
Nevada
$2.55M +$75.6K +910 +3%
WPW
1129
Warther Private Wealth
Ohio
$2.55M -$22.4K -270 -0.9%
TFA
1130
Toth Financial Advisory
Virginia
$2.54M +$263K +3,170 +12%
FBC
1131
Fairfield, Bush & Co
Connecticut
$2.54M +$63.1K +760 +3%
AFG
1132
Atomi Financial Group
New York
$2.53M +$2.27M +27,380 +875%
BEI
1133
Benjamin Edwards Inc
Missouri
$2.53M -$160K -1,920 -6%
DWT
1134
Dorsey & Whitney Trust
South Dakota
$2.52M -$231K -2,780 -8%
PCTC
1135
Perkins Coie Trust Company
Washington
$2.49M +$453K +5,450 +22%
MCM
1136
Maytus Capital Management
New York
$2.49M +$1.83M +22,000 +275%
ACM
1137
Alight Capital Management
New York
$2.49M +$2.49M +30,000 New
BFA
1138
Beaumont Financial Advisors
Massachusetts
$2.49M -$17.4K -210 -0.7%
CG
1139
Castellan Group
Kentucky
$2.49M -$165K -1,990 -6%
BCM
1140
Brookstone Capital Management
Illinois
$2.48M -$45.1K -520 -2%
PA
1141
Paralel Advisors
Colorado
$2.48M +$30.7K +370 +1%
HIM
1142
Harbour Investment Management
Washington
$2.48M +$220K +2,650 +10%
MPPW
1143
Mitchell & Pahl Private Wealth
Oklahoma
$2.47M -$103K -1,240 -4%
BCM
1144
Beck Capital Management
Texas
$2.45M +$316K +3,810 +15%
AWC
1145
Abundance Wealth Counselors
Pennsylvania
$2.44M -$329K -3,960 -12%
GGI
1146
Godsey & Gibb Inc
Virginia
$2.44M +$379K +4,560 +18%
AIM
1147
Aurora Investment Managers
Florida
$2.43M -$130K -1,560 -5%
ACM
1148
Aubrey Capital Management
United Kingdom
$2.43M +$2.43M +33,000 New
AWA
1149
Arete Wealth Advisors
Illinois
$2.43M +$641K +7,720 +36%
FMTCOCP
1150
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.43M -$123K -1,480 -5%
44 45
46
47 48