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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 %
GAAM
1251
Guinness Atkinson Asset Management
California
$1.78M -$243K -2,800 -12%
BPCA
1252
Bank Pictet & Cie (Asia)
Singapore
$1.77M -$385K -4,440 -18%
CWM
1253
Chesapeake Wealth Management
Virginia
$1.77M +$78.1K +900 +5%
SMH
1254
Sanders Morris Harris
Texas
$1.77M +$1.77M +20,180 New
RAM
1255
Redmond Asset Management
Virginia
$1.77M -$750K -8,650 -30%
BOPW
1256
Brandywine Oak Private Wealth
Pennsylvania
$1.75M +$40.8K +470 +2%
CPC
1257
Cookson Peirce & Co
Pennsylvania
$1.75M -$557K -6,420 -24%
LAIC
1258
Lederer & Associates Investment Counsel
California
$1.75M -$104K -1,200 -6%
LWM
1259
Laidlaw Wealth Management
New York
$1.75M -$22.6K -260 -1%
TFCP
1260
Twin Focus Capital Partners
Massachusetts
$1.74M +$1.1M +12,650 +172%
LFM
1261
Lumina Fund Management
New York
$1.74M – – –
CCM
1262
Community Capital Management
Florida
$1.73M -$1.15M -13,250 -40%
PAMG
1263
Patton Albertson Miller Group
Tennessee
$1.73M -$360K -4,150 -17%
CA
1264
Cullinan Associates
Kentucky
$1.73M +$173K +2,000 +11%
LIP
1265
Liontrust Investment Partners
United Kingdom
$1.73M +$1.73M +20,000 New
JWM
1266
Jupiter Wealth Management
Colorado
$1.73M +$148K +1,710 +9%
BW
1267
Bison Wealth
Georgia
$1.72M +$150K +1,730 +10%
CBTWT
1268
Community Bank & Trust (Waco, Texas)
Texas
$1.72M -$46K -530 -3%
FIA
1269
Foundations Investment Advisors
Arizona
$1.71M +$128K +1,470 +8%
CAWM
1270
Capital Advisors Wealth Management
Washington
$1.7M +$193K +2,220 +13%
RPCONE
1271
Retirement Planning Company of New England
Rhode Island
$1.7M -$22.5K -260 -1%
SAM
1272
Sabadell Asset Management
Spain
$1.7M -$248K -2,830 -13%
WAP
1273
Wealthcare Advisory Partners
Pennsylvania
$1.7M -$41.6K -480 -2%
IA
1274
IAM Advisory
Pennsylvania
$1.69M +$92.8K +1,070 +6%
FWM
1275
Forza Wealth Management
Florida
$1.69M -$186K -2,150 -10%
49 50
51
52 53