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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1201
Tradition Wealth Management
Minnesota
$1.51M +$449K +7,000 +43%
GAA
1202
Green Alpha Advisors
Colorado
$1.5M +$53.9K +840 +4%
IF
1203
Intrua Financial
Texas
$1.5M +$62.5K +990 +4%
GAAM
1204
Guinness Atkinson Asset Management
California
$1.49M +$12.2K +190 +0.8%
AC
1205
Arjuna Capital
North Carolina
$1.49M +$1.2M +18,700 +408%
AIC
1206
Argus Investors Counsel
New York
$1.49M – – –
MFA
1207
Mayflower Financial Advisors
Massachusetts
$1.49M +$22.5K +350 +2%
MCA
1208
Magnolia Capital Advisors
Mississippi
$1.48M +$125K +1,950 +9%
OA
1209
Oxbow Advisors
Texas
$1.48M +$71.2K +1,110 +5%
FCA
1210
FinTrust Capital Advisors
South Carolina
$1.48M – – –
MFGM
1211
Marshall Financial Group (Maryland)
Maryland
$1.47M +$847K +13,200 +135%
TW
1212
TrinityPoint Wealth
Connecticut
$1.47M -$41.1K -640 -3%
CIM
1213
CIM Investment Management
Pennsylvania
$1.47M +$63.5K +990 +5%
CCG
1214
Cypress Capital Group
Florida
$1.47M +$61.6K +960 +4%
VFPI
1215
Vantage Financial Partners (Illinois)
Illinois
$1.47M – – –
WSCM
1216
Wellington Shields Capital Management
New York
$1.46M +$642 +10 +0%
WIM
1217
Westside Investment Management
California
$1.46M -$19.3K -300 -1%
CBFP
1218
Cedar Brook Financial Partners
Ohio
$1.46M +$136K +2,120 +10%
CFA
1219
Camarda Financial Advisors
Florida
$1.45M +$266K +4,140 +22%
SF
1220
Summit Financial
New Jersey
$1.45M +$59.7K +930 +4%
BTW
1221
Boston Trust Walden
Massachusetts
$1.45M – – –
BA
1222
Birinyi Associates
Connecticut
$1.44M +$578K +9,000 +67%
SA
1223
SRN Advisors
Pennsylvania
$1.44M -$5.7K -90 -0.4%
GLR
1224
Great Lakes Retirement
Ohio
$1.44M +$121K +1,890 +9%
BIA
1225
Benchmark Investment Advisors
Illinois
$1.44M -$78.9K -1,230 -5%
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