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Broadcom
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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 %
T
1151
TCWP
Ohio
$2.42M -$194K -2,340 -7%
AWP
1152
Ascent Wealth Partners
New York
$2.42M -$4.98K -60 -0.2%
JWM
1153
Jupiter Wealth Management
Colorado
$2.42M +$507K +5,290 +26%
HIC
1154
Holderness Investments Company
North Carolina
$2.41M +$46.5K +560 +2%
ORAM
1155
One River Asset Management
Connecticut
$2.41M +$2.41M +28,890 New
RCM
1156
RB Capital Management
Nevada
$2.41M +$2.49K +30 +0.1%
CIAS
1157
CFS Investment Advisory Services
New Jersey
$2.4M -$49.8K -600 -2%
BCFD
1158
Boit C.F. David
$2.4M – – –
IAIM
1159
International Assets Investment Management
Florida
$2.39M +$476K +5,830 +25%
WPC
1160
Wedmont Private Capital
Pennsylvania
$2.39M +$452K +5,280 +23%
IA
1161
Insight Advisors
Pennsylvania
$2.38M +$1.16M +14,020 +96%
OPA
1162
Old Port Advisors
Maine
$2.38M +$2.38M +28,680 New
PG
1163
Patten Group
Tennessee
$2.38M +$46.5K +560 +2%
CAM
1164
Carret Asset Management
New York
$2.38M -$12.5K -150 -0.5%
PWA
1165
Phoenix Wealth Advisors
North Carolina
$2.37M +$64K +770 +3%
SIM
1166
Stratos Investment Management
Ohio
$2.37M +$101K +1,210 +4%
SG
1167
StoneX Group
New York
$2.37M -$58.1K -700 -2%
BAM
1168
Berkshire Asset Management
Pennsylvania
$2.36M -$30.7K -370 -1%
PCM
1169
Palouse Capital Management
Washington
$2.36M -$468K -5,630 -17%
MTWM
1170
Masso Torrence Wealth Management
New Jersey
$2.36M +$5.81K +70 +0.2%
RCG
1171
Regatta Capital Group
California
$2.36M -$46.5K -560 -2%
CCM
1172
CloudAlpha Capital Management
Hong Kong
$2.35M +$2.35M +28,350 New
IA
1173
IFP Advisors
Florida
$2.35M -$378K -4,550 -14%
LF
1174
Lee Financial
Texas
$2.35M -$133K -1,600 -5%
FCA
1175
FinTrust Capital Advisors
South Carolina
$2.33M +$134K +1,610 +6%
45 46
47
48 49