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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 %
PCTC
1176
Perkins Coie Trust Company
Washington
$2.13M +$1.51M +17,420 +243%
TFA
1177
Teamwork Financial Advisors
Texas
$2.12M -$121K -1,400 -5%
GPA
1178
Guerra Pan Advisors
New Jersey
$2.12M – – –
AAS
1179
Ameritas Advisory Services
Nebraska
$2.11M -$2.26M -26,730 -52%
GAA
1180
Green Alpha Advisors
Colorado
$2.11M +$82.4K +950 +4%
AFT
1181
Alpha Family Trust
California
$2.09M – – –
BC
1182
Bowman & Company
Wisconsin
$2.09M -$630K -7,250 -23%
AWM
1183
Avior Wealth Management
Nebraska
$2.08M +$9.54K +110 +0.5%
WPA
1184
West Paces Advisors
Georgia
$2.07M -$110K -1,270 -5%
CAG
1185
Csenge Advisory Group
Florida
$2.07M +$370K +4,260 +22%
MFA
1186
Mayflower Financial Advisors
Massachusetts
$2.07M +$56.4K +650 +3%
HIA
1187
Harvest Investment Advisors
Florida
$2.07M -$32.1K -370 -2%
BIA
1188
Benchmark Investment Advisors
Illinois
$2.07M +$124K +1,430 +6%
CFCI
1189
Comprehensive Financial Consultants Institutional
Indiana
$2.06M -$784K -8,610 -28%
BTW
1190
Boston Trust Walden
Massachusetts
$2.05M +$96.3K +1,110 +5%
LA
1191
Lifeworks Advisors
Michigan
$2.05M +$129K +1,490 +7%
EFMC
1192
Empire Financial Management Company
New York
$2.05M -$139K -1,600 -6%
CF
1193
Copperwynd Financial
Arizona
$2.04M +$2.04M +23,560 New
LFM
1194
LGT Fund Management
Liechtenstein
$2.04M -$477K -5,500 -19%
AIC
1195
Archer Investment Corporation
Indiana
$2.04M -$147K -1,690 -7%
IAIM
1196
International Assets Investment Management
Florida
$2.03M -$608K -7,010 -23%
HCM
1197
Hollencrest Capital Management
California
$2.03M -$13.9K -160 -0.7%
CFO
1198
CVA Family Office
Colorado
$2.03M +$624K +7,190 +44%
LBWM
1199
Left Brain Wealth Management
Illinois
$2.03M +$159K +1,830 +8%
PA
1200
Probity Advisors
Texas
$2.02M +$2.02M +23,320 New
46 47
48
49 50