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Broadcom
AVGO

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 %
LCM
1176
Leisure Capital Management
California
$2.33M -$167K -2,010 -7%
WI
1177
WrapManager Inc
California
$2.32M -$26.6K -320 -1%
RPSA
1178
Richard P. Slaughter Associates
Texas
$2.32M -$490K -5,900 -17%
HI
1179
Harbour Investments
Wisconsin
$2.31M +$42.4K +510 +2%
XWM
1180
Xcel Wealth Management
Florida
$2.3M -$1.68M -20,180 -42%
BA
1181
BCM Advisors
Louisiana
$2.3M – – –
VCWA
1182
Vanguard Capital Wealth Advisors
Colorado
$2.3M +$8.31K +100 +0.4%
LC
1183
LCNB Corp
Ohio
$2.3M -$193K -2,320 -8%
WANY
1184
Wealthspire Advisors (New York)
New York
$2.27M +$728K +8,760 +47%
MFGM
1185
Marshall Financial Group (Maryland)
Maryland
$2.26M -$73.1K -880 -3%
TNBTD
1186
Trustmark National Bank Trust Department
Mississippi
$2.26M +$214K +2,580 +10%
EAMA
1187
EFG Asset Management (Americas)
Florida
$2.26M -$49.8K -600 -2%
FFM
1188
Forum Financial Management
Illinois
$2.25M +$9.97K +120 +0.4%
KC
1189
Knuff & Co
California
$2.24M +$188K +2,260 +9%
MP
1190
McDonald Partners
Ohio
$2.24M -$196K -2,360 -8%
BDS
1191
Banco de Sabadell
Florida
$2.23M -$240K -2,900 -10%
CB
1192
Centennial Bank
Arkansas
$2.23M +$97.2K +1,170 +5%
HSA
1193
HBK Sorce Advisory
Pennsylvania
$2.23M -$67.3K -810 -3%
LSPW
1194
Lake Street Private Wealth
Illinois
$2.22M +$77.4K +930 +4%
CFG
1195
Citizens Financial Group
Rhode Island
$2.22M +$1.04M +12,500 +88%
MCM
1196
Monument Capital Management
Virginia
$2.21M +$307K +3,700 +16%
TI
1197
TTP Investments
California
$2.21M +$1.2M +14,470 +120%
PGIM
1198
Pacific Global Investment Management
California
$2.2M -$45.7K -550 -2%
FCP
1199
Fidelis Capital Partners
Florida
$2.19M +$66.4K +800 +3%
ACM
1200
Ategra Capital Management
Virginia
$2.19M -$1.11M -13,310 -34%
46 47
48
49 50