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Broadcom
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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 %
SWM
1176
Sugarloaf Wealth Management
Georgia
$3.49M -$84.8K -760 -2%
SIA
1177
Schear Investment Advisers
Ohio
$3.47M +$29K +260 +0.8%
OL
1178
Optas LLC
Texas
$3.47M +$22.3K +200 +0.6%
MFG
1179
MidWestOne Financial Group
Iowa
$3.46M -$20.1K -180 -0.6%
AA
1180
Altman Advisors
Illinois
$3.45M -$462K -4,140 -12%
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$3.44M +$402K +3,600 +13%
DWT
1182
Dorsey & Whitney Trust
South Dakota
$3.4M +$22.3K +200 +0.7%
CIC
1183
Chilton Investment Company
Connecticut
$3.4M +$1.71M +15,350 +102%
AWC
1184
Abundance Wealth Counselors
Pennsylvania
$3.4M +$116K +1,040 +4%
CC
1185
Cypress Capital
Tennessee
$3.39M -$693K -6,210 -17%
FBC
1186
Fairfield, Bush & Co
Connecticut
$3.39M -$24.6K -220 -0.7%
CG
1187
Castellan Group
Kentucky
$3.38M +$34.6K +310 +1%
FFM
1188
Forum Financial Management
Illinois
$3.37M +$346K +3,100 +11%
WCM
1189
Weaver Capital Management
Georgia
$3.37M +$3.37M +30,170 New
LI
1190
Louisbourg Investments
New Brunswick, Canada
$3.35M +$3.35M +33,700 New
FMTCOCP
1191
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.34M +$79.3K +710 +2%
PA
1192
Paralel Advisors
Colorado
$3.33M – – –
IAIM
1193
International Assets Investment Management
Florida
$3.33M +$58K +520 +2%
HIM
1194
Harbour Investment Management
Washington
$3.33M -$2.23K -20 -0.1%
VWM
1195
Venturi Wealth Management
Texas
$3.32M +$1.26M +11,300 +61%
RCM
1196
RB Capital Management
Nevada
$3.31M +$75.9K +680 +2%
CA
1197
CoreCap Advisors
Michigan
$3.3M -$1.55M -13,920 -32%
AWP
1198
Ascent Wealth Partners
New York
$3.3M +$42.4K +380 +1%
IWS
1199
Insight Wealth Strategies
California
$3.3M -$691K -6,190 -17%
RA
1200
RFG Advisory
Alabama
$3.29M -$164K -1,470 -5%
46 47
48
49 50