AVGO icon

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 %
CAMV
1151
Concord Asset Management (Virginia)
Virginia
$3.63M +$893K +8,000 +33%
FIC
1152
FCG Investment Company
Tennessee
$3.62M +$3.62M +32,450 New
FFA
1153
Founders Financial Alliance
North Carolina
$3.62M -$384K -3,440 -10%
LB
1154
Legacy Bridge
Iowa
$3.61M -$11.2K -100 -0.3%
WF
1155
Welch & Forbes
Massachusetts
$3.6M -$116K -1,040 -3%
FFG
1156
Fortem Financial Group
California
$3.6M -$386K -3,460 -10%
GWSG
1157
GPS Wealth Strategies Group
Colorado
$3.6M +$1.53M +13,700 +74%
NDSI
1158
Newman Dignan & Sheerar Inc
Rhode Island
$3.59M -$19K -170 -0.5%
SIA
1159
Schechter Investment Advisors
Michigan
$3.58M -$92.6K -830 -3%
NA
1160
Nordwand Advisors
Pennsylvania
$3.58M – – –
ACM
1161
Aubrey Capital Management
United Kingdom
$3.57M -$112K -1,000 -3%
HI
1162
Human Investing
Oregon
$3.57M -$380K -3,400 -10%
HCM
1163
HMS Capital Management
Tennessee
$3.57M -$64.7K -580 -2%
ACM
1164
Altrius Capital Management
North Carolina
$3.56M -$3.31M -29,680 -48%
OC
1165
Oarsman Capital
Wisconsin
$3.56M +$100K +900 +3%
FCP
1166
Fidelis Capital Partners
Florida
$3.55M +$598K +5,360 +20%
SIA
1167
SeaBridge Investment Advisors
New Jersey
$3.54M -$6.7K -60 -0.2%
AFG
1168
Alterity Financial Group
Maine
$3.54M -$22.3K -200 -0.6%
EWM
1169
Evergreen Wealth Management
Michigan
$3.53M +$70.3K +630 +2%
MFG
1170
Merit Financial Group
Georgia
$3.51M -$2.78M -24,910 -44%
AW
1171
Alaethes Wealth
Nevada
$3.51M +$79.2K +710 +2%
BEI
1172
Benjamin Edwards Inc
Missouri
$3.51M +$102K +910 +3%
FM
1173
Family Management
New York
$3.49M +$3.12M +27,940 +834%
DCM
1174
Decatur Capital Management
Georgia
$3.49M +$3.49M +31,280 New
PIM
1175
Platinum Investment Management
Australia
$3.49M +$3.49M +31,260 New
45 46
47
48 49