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Broadcom
AVGO

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 %
JWCA
1226
J.W. Cole Advisors
Florida
$1.43M +$59K +920 +4%
EP
1227
Eudaimonia Partners
Tennessee
$1.43M +$27.6K +430 +2%
LA
1228
Lifeworks Advisors
Michigan
$1.42M -$274K -4,270 -16%
GCA
1229
Greenwood Capital Associates
South Carolina
$1.42M +$2.57K +40 +0.2%
PWA
1230
Providence Wealth Advisors
Illinois
$1.41M -$4.43K -70 -0.3%
GGI
1231
Godsey & Gibb Inc
Virginia
$1.4M +$1.37M +21,300 +3,550%
HIA
1232
Harbor Investment Advisory
Maryland
$1.4M -$1.93K -30 -0.1%
SAM
1233
Sabadell Asset Management
Spain
$1.4M – – –
FWM
1234
Forza Wealth Management
Florida
$1.39M +$1.39M +21,600 New
MWPCG
1235
Measured Wealth Private Client Group
New Hampshire
$1.38M +$108K +1,690 +9%
LAIC
1236
Lederer & Associates Investment Counsel
California
$1.37M – – –
LC
1237
Lavaca Capital
Texas
$1.37M -$10.9K -170 -0.8%
SW
1238
SkyOak Wealth
Michigan
$1.36M +$32.7K +510 +2%
VT
1239
Vise Technologies
New York
$1.36M +$199K +3,100 +17%
AWA
1240
Arete Wealth Advisors
Illinois
$1.35M -$7.7K -120 -0.6%
LBWM
1241
Left Brain Wealth Management
Illinois
$1.35M +$1.35M +21,570 New
WP
1242
WealthSource Partners
California
$1.33M +$641 +10 +0%
MMM
1243
Mendel Money Management
Illinois
$1.33M +$6.42K +100 +0.5%
AWM
1244
Abound Wealth Management
Tennessee
$1.33M +$1.3M +20,270 +5,068%
AIIMS
1245
Analyst IMS Investment Management Services
Israel
$1.32M -$62.1K -980 -4%
4WM
1246
44 Wealth Management
Oregon
$1.32M +$44.9K +700 +4%
LWCFA
1247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$1.93K -30 -0.1%
CCA
1248
Cravens & Co Advisors
Tennessee
$1.32M +$33.4K +520 +3%
AC
1249
Abbrea Capital
California
$1.31M +$64.2K +1,000 +5%
RWA
1250
Rainsberger Wealth Advisors
Colorado
$1.31M +$223K +3,470 +20%
48 49
50
51 52