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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 %
MWS
1251
Maxwell Wealth Strategies
California
$3.03M +$3.03M +27,180 New
CWM
1252
Connecticut Wealth Management
Connecticut
$3.03M +$1.66M +14,890 +121%
TCA
1253
Trifecta Capital Advisors
Illinois
$3.02M +$2.64M +23,680 +707%
GIS
1254
Graphene Investments SAS
France
$3.01M -$1.12M -10,000 -27%
AIM
1255
Aurora Investment Managers
Florida
$3M -$276K -2,470 -8%
EAMA
1256
EFG Asset Management (Americas)
Florida
$2.99M -$42.4K -380 -1%
ESB
1257
Essex Savings Bank
Connecticut
$2.99M +$62.5K +560 +2%
PGIM
1258
Pacific Global Investment Management
California
$2.98M +$21.2K +190 +0.7%
CB
1259
Centennial Bank
Arkansas
$2.96M -$33.5K -300 -1%
AFT
1260
Alpha Family Trust
California
$2.96M +$268K +2,400 +10%
DS
1261
DRW Securities
Illinois
$2.96M -$9.83M -88,070 -77%
XWM
1262
Xcel Wealth Management
Florida
$2.96M -$138K -1,240 -4%
CA
1263
Claro Advisors
Massachusetts
$2.96M +$730K +6,540 +33%
CT
1264
Clearstead Trust
Maine
$2.95M +$750K +6,720 +34%
MFGM
1265
Marshall Financial Group (Maryland)
Maryland
$2.94M -$97.1K -870 -3%
FCBT
1266
First Citizens Bank & Trust
North Carolina
$2.94M -$5.04M -45,180 -63%
MP
1267
McDonald Partners
Ohio
$2.94M -$72.6K -650 -2%
HSA
1268
HBK Sorce Advisory
Pennsylvania
$2.93M -$63.6K -570 -2%
DF
1269
Donoghue Forlines
Massachusetts
$2.93M +$4.47K +40 +0.2%
JWM
1270
Jupiter Wealth Management
Colorado
$2.93M +$112K +1,000 +4%
BC
1271
Bowman & Company
Wisconsin
$2.91M +$118K +1,060 +4%
ICG
1272
InterOcean Capital Group
Tennessee
$2.91M +$672K +6,020 +30%
BAAM
1273
Baker Avenue Asset Management
California
$2.88M +$1.87M +16,750 +185%
WAP
1274
Wealthcare Advisory Partners
Pennsylvania
$2.87M +$272K +2,440 +10%
AWS
1275
Aspen Wealth Strategies
Colorado
$2.86M +$1.57M +14,100 +122%
49 50
51
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