AVGO icon

Broadcom
AVGO

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 %
CFO
1251
CVA Family Office
Colorado
$1.94M -$4.98K -60 -0.3%
WP
1252
WealthShield Partners
North Carolina
$1.94M +$38.2K +460 +2%
WAP
1253
Wealthcare Advisory Partners
Pennsylvania
$1.93M +$309K +3,720 +19%
PA
1254
Probity Advisors
Texas
$1.93M -$10.8K -130 -0.6%
LBWM
1255
Left Brain Wealth Management
Illinois
$1.93M -$18.3K -220 -0.9%
JWCA
1256
J.W. Cole Advisors
Florida
$1.92M +$423K +5,090 +28%
WSCM
1257
Wellington Shields Capital Management
New York
$1.92M +$33.2K +400 +2%
FIA
1258
Foundations Investment Advisors
Arizona
$1.91M +$275K +3,310 +17%
SA
1259
SRN Advisors
Pennsylvania
$1.91M +$63.1K +760 +3%
HIA
1260
Harbor Investment Advisory
Maryland
$1.89M +$34.9K +420 +2%
WIM
1261
Westside Investment Management
California
$1.88M – – –
VAM
1262
Valliance Asset Management
Hong Kong
$1.88M +$1.88M +22,650 New
NP
1263
NorthRock Partners
Minnesota
$1.88M +$606K +7,300 +48%
LWCFA
1264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M +$74.9K +860 +4%
PAG
1265
Private Advisory Group
Washington
$1.87M +$315K +3,790 +20%
CIM
1266
CIM Investment Management
Pennsylvania
$1.87M -$39.9K -480 -2%
CIA
1267
Choate Investment Advisors
Massachusetts
$1.86M +$601K +7,230 +48%
LFM
1268
LGT Fund Management
Liechtenstein
$1.86M -$100K -1,200 -5%
TWM
1269
Tradition Wealth Management
Minnesota
$1.84M -$78.9K -950 -4%
AC
1270
Arjuna Capital
North Carolina
$1.84M -$77.2K -930 -4%
ZF
1271
Zhang Financial
Michigan
$1.84M +$99.6K +1,190 +6%
GCA
1272
Genesee Capital Advisors
New York
$1.81M -$105K -1,260 -5%
LWM
1273
Laidlaw Wealth Management
New York
$1.8M +$128K +1,540 +8%
CAS
1274
Coppell Advisory Solutions
Texas
$1.79M +$1.61M +28,780 +914%
GAMC
1275
Garner Asset Management Corp
Texas
$1.79M -$19.1K -230 -1%
49 50
51
52 53