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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1151
STF Management
Texas
$2.27M -$1.84M -21,180 -45%
TAM
1152
Tealwood Asset Management
Minnesota
$2.27M -$1.28M -14,760 -36%
QPWM
1153
Quadrant Private Wealth Management
Pennsylvania
$2.27M -$72.9K -840 -3%
HCM
1154
Highview Capital Management
Illinois
$2.26M – – –
AOWM
1155
Alpha Omega Wealth Management
Virginia
$2.25M -$298K -3,440 -12%
BA
1156
BCM Advisors
Louisiana
$2.25M – – –
TCM
1157
Traynor Capital Management
Pennsylvania
$2.25M +$141K +1,630 +7%
MTC
1158
Matrix Trust Company
Colorado
$2.24M -$1.14M -13,090 -34%
LSPW
1159
Lake Street Private Wealth
Illinois
$2.24M +$122K +1,410 +6%
CB
1160
Centennial Bank
Arkansas
$2.23M -$324K -3,740 -13%
BCM
1161
Beck Capital Management
Texas
$2.23M +$23.4K +270 +1%
IFWM
1162
Institute for Wealth Management
Colorado
$2.22M +$47.7K +550 +2%
FCP
1163
Fidelis Capital Partners
Florida
$2.22M +$118K +1,360 +6%
DF
1164
Donoghue Forlines
Massachusetts
$2.22M -$408K -4,700 -16%
WMA
1165
West Michigan Advisors
Michigan
$2.2M +$19.9K +230 +0.9%
BBNA
1166
Bremer Bank National Association
Minnesota
$2.19M -$51.2K -590 -2%
JHCP
1167
Jackson Hole Capital Partners
Oklahoma
$2.19M +$28.6K +330 +1%
3IP
1168
3Chopt Investment Partners
Virginia
$2.19M +$136K +1,570 +7%
MCM
1169
Moore Capital Management
New York
$2.17M -$4.34M -50,000 -67%
CPA
1170
Capital Planning Advisors
California
$2.16M -$38.2K -440 -2%
GGI
1171
Godsey & Gibb Inc
Virginia
$2.15M +$250K +2,880 +13%
KC
1172
Knuff & Co
California
$2.15M – – –
TNBTD
1173
Trustmark National Bank Trust Department
Mississippi
$2.14M -$867 -10 -0%
KFI
1174
Key Financial Inc
Pennsylvania
$2.14M +$33K +380 +2%
WA
1175
Wealth Architects
California
$2.14M +$26.9K +310 +1%
45 46
47
48 49