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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
CPC
1151
Cookson Peirce & Co
Pennsylvania
$1.71M +$535K +8,900 +50%
WFG
1152
Wills Financial Group
Virginia
$1.7M +$10.8K +180 +0.7%
RBA
1153
Richard Bernstein Advisors
New York
$1.7M
RCG
1154
Regatta Capital Group
California
$1.7M
AA
1155
Altman Advisors
Illinois
$1.7M -$1.12M -18,650 -33%
TIA
1156
Trust Investment Advisors
Indiana
$1.69M -$19.3K -320 -1%
RSA
1157
River Street Advisors
Illinois
$1.68M +$15.6K +260 +1%
Squarepoint
1158
Squarepoint
New York
$1.68M -$244K -4,060 -13%
HCM
1159
Highview Capital Management
Illinois
$1.67M +$508K +8,440 +48%
ESB
1160
Essex Savings Bank
Connecticut
$1.67M -$4.21K -70 -0.3%
TFA
1161
Teamwork Financial Advisors
Texas
$1.66M -$5.28M -87,750 -77%
BBNA
1162
Bremer Bank National Association
Minnesota
$1.66M -$18K -300 -1%
PNC
1163
Park National Corp
Ohio
$1.65M -$52.3K -870 -3%
BCM
1164
Brookstone Capital Management
Illinois
$1.65M -$200K -3,320 -11%
PWP
1165
Phillips Wealth Planners
Mississippi
$1.64M -$15.6K -260 -1%
LOAMS
1166
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.63M +$215K +3,580 +16%
BCM
1167
Beck Capital Management
Texas
$1.63M -$8.42K -140 -0.5%
CPA
1168
Capital Planning Advisors
California
$1.63M -$73.4K -1,220 -5%
PP
1169
Patten & Patten
Tennessee
$1.62M -$31.9K -530 -2%
EFMC
1170
Empire Financial Management Company
New York
$1.62M +$1.52M +25,220 New
WPA
1171
West Paces Advisors
Georgia
$1.62M +$25.9K +430 +2%
WMA
1172
West Michigan Advisors
Michigan
$1.61M +$704K +11,700 +87%
BA
1173
BCM Advisors
Louisiana
$1.61M
HIC
1174
Holderness Investments Company
North Carolina
$1.61M -$319K -5,310 -17%
IFWM
1175
Institute for Wealth Management
Colorado
$1.61M -$7.82K -130 -0.5%

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.