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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 %
WPC
1126
Wedmont Private Capital
Pennsylvania
$3.86M +$853K +7,940 +28%
HAS
1127
HBW Advisory Services
California
$3.85M -$625K -5,600 -14%
AAS
1128
Ameritas Advisory Services
Nebraska
$3.84M -$2.77M -22,200 -42%
LHC
1129
Little House Capital
Massachusetts
$3.83M +$973K +8,720 +34%
BFW
1130
Brady Family Wealth
Missouri
$3.82M +$2.09M +18,750 +121%
WANY
1131
Wealthspire Advisors (New York)
New York
$3.81M +$764K +6,840 +25%
EAM
1132
EULAV Asset Management
Florida
$3.8M -$114K -1,020 -3%
BHA
1133
Beech Hill Advisors
New York
$3.8M -$832K -7,450 -18%
TFA
1134
Toth Financial Advisory
Virginia
$3.79M +$375K +3,360 +11%
RCG
1135
Resource Consulting Group
Florida
$3.79M +$7.81K +70 +0.2%
RC
1136
RBF Capital
California
$3.77M +$2.65M +23,730 +237%
UCMOK
1137
United Capital Management of KS
Kansas
$3.76M -$102K -910 -3%
CWAG
1138
Compton Wealth Advisory Group
Virginia
$3.75M -$141K -1,260 -4%
EFM
1139
Eley Financial Management
Vermont
$3.75M -$131K -1,170 -3%
PPWP
1140
Premier Path Wealth Partners
New Jersey
$3.74M +$3.74M +34,350 New
GAM
1141
Grandview Asset Management
Pennsylvania
$3.73M -$255K -2,280 -6%
RCA
1142
Ranch Capital Advisors
Florida
$3.73M +$21.2K +190 +0.6%
CA
1143
CGN Advisors
Kansas
$3.72M -$570K -5,110 -13%
PCTC
1144
Perkins Coie Trust Company
Washington
$3.72M +$366K +3,280 +11%
GIM
1145
Groesbeck Investment Management
New Jersey
$3.7M +$112K +1,000 +3%
MFF
1146
Mango Five Family
Nevada
$3.67M +$3.67M +32,850 New
WC
1147
Westhampton Capital
North Carolina
$3.65M -$5.58K -50 -0.2%
3IP
1148
3Chopt Investment Partners
Virginia
$3.65M +$796K +7,130 +28%
IA
1149
IFP Advisors
Florida
$3.65M +$490K +4,390 +16%
Two Sigma Investments
1150
Two Sigma Investments
New York
$3.63M +$1.85M +16,540 +103%
44 45
46
47 48