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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1226
Capital Planning Advisors
California
$2.06M -$10.8K -130 -0.5%
HCM
1227
Highview Capital Management
Illinois
$2.05M -$115K -1,380 -5%
KFI
1228
Key Financial Inc
Pennsylvania
$2.05M +$2.49K +30 +0.1%
ACG
1229
Allen Capital Group
Nebraska
$2.04M -$1.09M -13,060 -35%
CST
1230
Charles Schwab Trust
Nevada
$2.04M -$4.98K -60 -0.2%
CAMV
1231
Concord Asset Management (Virginia)
Virginia
$2.04M +$563K +6,780 +38%
WGCA
1232
Wolf Group Capital Advisors
Virginia
$2.03M +$57.3K +690 +3%
GPA
1233
Guerra Pan Advisors
New Jersey
$2.03M – – –
CA
1234
Commerzbank Aktiengesellschaft
Germany
$2.02M +$1.27M +15,330 +171%
CCP
1235
Cunning Capital Partners
North Carolina
$2.02M +$2.02M +24,290 New
AWM
1236
Avior Wealth Management
Nebraska
$2.02M +$19.1K +230 +1%
AFT
1237
Alpha Family Trust
California
$2.01M – – –
KI
1238
Keystone Investors
Singapore
$2M -$1.39M -16,740 -41%
AAP
1239
Ardsley Advisory Partners
Connecticut
$1.99M -$2.41M -29,000 -55%
MFA
1240
Mayflower Financial Advisors
Massachusetts
$1.99M +$11.6K +140 +0.6%
SIM
1241
Sentry Investment Management
Wisconsin
$1.99M -$463K -5,570 -19%
PMA
1242
Prudent Man Advisors
Illinois
$1.99M -$266K -3,200 -12%
BTW
1243
Boston Trust Walden
Massachusetts
$1.98M +$12.5K +150 +0.6%
AIA
1244
Affinity Investment Advisors
California
$1.97M -$360K -4,330 -15%
HIA
1245
Harvest Investment Advisors
Florida
$1.96M -$14.1K -170 -0.7%
HCCM
1246
Hudson Canyon Capital Management
New York
$1.95M +$1.95M +23,500 New
AIC
1247
Archer Investment Corporation
Indiana
$1.95M – – –
AC
1248
Abbrea Capital
California
$1.95M +$150K +1,810 +8%
GLR
1249
Great Lakes Retirement
Ohio
$1.95M +$78.9K +950 +4%
EFMC
1250
Empire Financial Management Company
New York
$1.94M -$17.4K -210 -0.9%
48 49
50
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