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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 %
AP
1201
Americana Partners
Texas
$2.01M -$2.09M -24,060 -51%
WPC
1202
Wedmont Private Capital
Pennsylvania
$2.01M +$238K +2,680 +13%
TWM
1203
Tradition Wealth Management
Minnesota
$2.01M -$30.4K -350 -1%
LWAM
1204
Legacy Wealth Asset Management
Minnesota
$2M -$333K -3,840 -14%
GCA
1205
Genesee Capital Advisors
New York
$2M -$167K -1,930 -8%
AC
1206
Arjuna Capital
North Carolina
$2M -$18.2K -210 -0.9%
MCM
1207
Monument Capital Management
Virginia
$1.99M +$260K +3,000 +15%
CIM
1208
CIM Investment Management
Pennsylvania
$1.99M +$4.34K +50 +0.2%
CST
1209
Charles Schwab Trust
Nevada
$1.99M +$13.7K +170 +0.7%
WP
1210
WealthShield Partners
North Carolina
$1.98M -$842K -9,700 -30%
HIIFS
1211
Harel Insurance Investments & Financial Services
Israel
$1.98M +$365K +4,230 +23%
WIM
1212
Westside Investment Management
California
$1.98M – – –
WSCM
1213
Wellington Shields Capital Management
New York
$1.97M +$867 +10 +0%
AIC
1214
Argus Investors Counsel
New York
$1.97M -$43.4K -500 -2%
CD
1215
Chapin Davis
Maryland
$1.97M +$1.31M +15,060 +197%
GLR
1216
Great Lakes Retirement
Ohio
$1.95M +$1.74K +20 +0.1%
HIA
1217
Harbor Investment Advisory
Maryland
$1.93M +$36.4K +420 +2%
SA
1218
SRN Advisors
Pennsylvania
$1.93M -$38.2K -440 -2%
MYIA
1219
Mount Yale Investment Advisors
Colorado
$1.93M +$761K +8,770 +65%
BAM
1220
Belpointe Asset Management
Nevada
$1.91M -$7.25M -83,600 -79%
TW
1221
TrinityPoint Wealth
Connecticut
$1.91M -$81.5K -940 -4%
VT
1222
Vise Technologies
New York
$1.91M +$75.5K +870 +4%
CIM
1223
Caldwell Investment Management
Ontario, Canada
$1.9M -$1.38M -16,000 -42%
GAMC
1224
Garner Asset Management Corp
Texas
$1.88M -$232K -2,680 -11%
WGCA
1225
Wolf Group Capital Advisors
Virginia
$1.88M +$1.88M +23,800 New
47 48
49
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