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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1201
Advisor Resource Council
Texas
$1.53M +$786K +13,070 +113%
FCP
1202
Fidelis Capital Partners
Florida
$1.53M +$848K +14,090 +139%
AI
1203
AXS Investments
New York
$1.52M -$170K -2,820 -11%
CRC
1204
Curi RMB Capital
Illinois
$1.52M +$4.21K +70 +0.3%
CMTU
1205
Capital Markets Trading (UK)
United Kingdom
$1.52M +$1.42M +23,640 New
3IP
1206
3Chopt Investment Partners
Virginia
$1.52M +$239K +3,970 +20%
HCM
1207
Hollencrest Capital Management
California
$1.51M +$493K +8,200 +53%
PA
1208
Procyon Advisors
Connecticut
$1.51M +$282K +4,690 +25%
TWM
1209
Tradition Wealth Management
Minnesota
$1.5M +$421K +7,000 +43%
GAA
1210
Green Alpha Advisors
Colorado
$1.5M +$50.5K +840 +4%
IF
1211
Intrua Financial
Texas
$1.5M +$59.6K +990 +4%
GAAM
1212
Guinness Atkinson Asset Management
California
$1.49M +$11.4K +190 +0.8%
AC
1213
Arjuna Capital
North Carolina
$1.49M +$1.13M +18,700 +408%
AIC
1214
Argus Investors Counsel
New York
$1.49M
MFA
1215
Mayflower Financial Advisors
Massachusetts
$1.49M +$21.1K +350 +2%
MCA
1216
Magnolia Capital Advisors
Mississippi
$1.48M +$117K +1,950 +9%
OA
1217
Oxbow Advisors
Texas
$1.48M +$66.8K +1,110 +5%
FCA
1218
FinTrust Capital Advisors
South Carolina
$1.48M
MFGM
1219
Marshall Financial Group (Maryland)
Maryland
$1.47M +$794K +13,200 +135%
TW
1220
TrinityPoint Wealth
Connecticut
$1.47M -$38.5K -640 -3%
CIM
1221
CIM Investment Management
Pennsylvania
$1.47M +$59.6K +990 +5%
CCG
1222
Cypress Capital Group
Florida
$1.47M +$57.8K +960 +4%
VFPI
1223
Vantage Financial Partners (Illinois)
Illinois
$1.47M
WSCM
1224
Wellington Shields Capital Management
New York
$1.46M +$602 +10 +0%
WIM
1225
Westside Investment Management
California
$1.46M -$18K -300 -1%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.