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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 %
SG
1226
StoneX Group
New York
$3.15M -$32.4K -290 -1%
MTWM
1227
Masso Torrence Wealth Management
New Jersey
$3.13M -$33.5K -300 -1%
FDS
1228
Freedom Day Solutions
Texas
$3.13M -$397K -3,560 -11%
PWA
1229
Phoenix Wealth Advisors
North Carolina
$3.13M +$30.4K +280 +1%
RCMF
1230
RK Capital Management (Florida)
Florida
$3.13M +$3.13M +28,000 New
VCWA
1231
Vanguard Capital Wealth Advisors
Colorado
$3.12M +$33.5K +300 +1%
KC
1232
Knuff & Co
California
$3.12M +$107K +960 +4%
MWAM
1233
Manhattan West Asset Management
California
$3.12M +$1.84M +16,480 +143%
WPW
1234
Warther Private Wealth
Ohio
$3.12M -$307K -2,750 -9%
WMA
1235
West Michigan Advisors
Michigan
$3.11M +$286K +2,560 +10%
CFCI
1236
Comprehensive Financial Consultants Institutional
Indiana
$3.1M +$191K +1,710 +7%
GLR
1237
Great Lakes Retirement
Ohio
$3.09M +$479K +4,290 +18%
BCM
1238
Brookstone Capital Management
Illinois
$3.09M -$104K -930 -3%
CAM
1239
Carret Asset Management
New York
$3.08M -$121K -1,080 -4%
TIA
1240
Trust Investment Advisors
Indiana
$3.07M +$200K +1,790 +7%
BIA
1241
Benchmark Investment Advisors
Illinois
$3.07M +$232K +2,080 +8%
FCA
1242
FinTrust Capital Advisors
South Carolina
$3.06M -$65.9K -590 -2%
BDS
1243
Banco de Sabadell
Florida
$3.06M +$50.2K +450 +2%
BA
1244
BCM Advisors
Louisiana
$3.05M – – –
KI
1245
Keystone Investors
Singapore
$3.05M +$356K +3,190 +13%
BW
1246
Bison Wealth
Georgia
$3.05M +$218K +1,950 +8%
BCFD
1247
Boit C.F. David
$3.04M – – –
BAM
1248
Berkshire Asset Management
Pennsylvania
$3.04M -$125K -1,120 -4%
CBTWT
1249
Community Bank & Trust (Waco, Texas)
Texas
$3.04M +$663K +5,940 +28%
TI
1250
TTP Investments
California
$3.04M +$71.4K +640 +2%
48 49
50
51 52