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Broadcom
AVGO

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 %
IIC
1201
Ironwood Investment Counsel
Arizona
$3.29M -$157K -1,410 -5%
CIAS
1202
CFS Investment Advisory Services
New Jersey
$3.28M +$55.8K +500 +2%
HI
1203
Harbour Investments
Wisconsin
$3.28M +$170K +1,520 +5%
RFG
1204
Range Financial Group
Oregon
$3.27M -$3.58M -32,030 -52%
MCM
1205
Monument Capital Management
Virginia
$3.27M +$290K +2,600 +10%
VT
1206
Vise Technologies
New York
$3.24M +$1.08M +9,660 +50%
CAG
1207
Csenge Advisory Group
Florida
$3.23M +$330K +2,960 +11%
NMG
1208
New Millennium Group
Utah
$3.23M -$425K -3,810 -12%
ORG
1209
Optimist Retirement Group
Washington
$3.23M +$3.23M +28,930 New
TYCC
1210
Texas Yale Capital Corp
Florida
$3.23M +$2.82M +25,250 +692%
EWM
1211
Empirical Wealth Management
Washington
$3.22M -$4.68M -41,930 -59%
FIA
1212
Foundations Investment Advisors
Arizona
$3.21M +$444K +3,700 +16%
CMTU
1213
Capital Markets Trading (UK)
United Kingdom
$3.21M +$1.88M +16,820 +141%
IA
1214
Insight Advisors
Pennsylvania
$3.2M -$1.12K -10 -0%
LC
1215
LCNB Corp
Ohio
$3.2M +$114K +1,020 +4%
SIG
1216
Spinnaker Investment Group
California
$3.2M -$334K -2,990 -9%
MPPW
1217
Mitchell & Pahl Private Wealth
Oklahoma
$3.2M -$126K -1,130 -4%
RCG
1218
Regatta Capital Group
California
$3.18M +$19K +170 +0.6%
FFA
1219
Farther Finance Advisors
California
$3.17M +$2.34M +20,940 +280%
KCM
1220
Kornitzer Capital Management
Kansas
$3.17M -$657K -5,890 -17%
MIS
1221
Morningstar Investment Services
Illinois
$3.17M +$1.91M +16,990 +151%
PPWP
1222
Proquility Private Wealth Partners
Nevada
$3.17M -$3.22M -28,890 -50%
OPA
1223
Old Port Advisors
Maine
$3.16M -$36.8K -330 -1%
MFA
1224
Mayflower Financial Advisors
Massachusetts
$3.16M +$486K +4,350 +18%
LF
1225
Lee Financial
Texas
$3.16M +$7.81K +70 +0.2%
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