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Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1276
Apogem Capital
New York
$708K -$116K -2,610 -14%
EFS
1277
Essex Financial Services
Connecticut
$708K +$888 +20 +0.1%
CA
1278
Crumly & Associates
Illinois
$707K -$6.22K -140 -0.9%
SA
1279
SRN Advisors
Pennsylvania
$705K -$137K -3,080 -16%
CAM
1280
Cypress Asset Management
Texas
$705K – – –
RWA
1281
Rainsberger Wealth Advisors
Colorado
$705K +$25.3K +570 +4%
MWPCG
1282
Measured Wealth Private Client Group
New Hampshire
$703K +$83.5K +1,880 +13%
SB
1283
Simmons Bank
Arkansas
$701K +$41.7K +940 +6%
LIM
1284
Leavell Investment Management
Alabama
$695K +$189K +4,250 +37%
TVAMP
1285
Tennessee Valley Asset Management Partners
Tennessee
$693K -$178K -4,020 -20%
HTC
1286
Haverford Trust Company
Pennsylvania
$693K +$335K +7,540 +93%
NC
1287
NewSquare Capital
Pennsylvania
$691K -$43.5K -980 -6%
EWM
1288
Evermay Wealth Management
Virginia
$689K +$37.8K +850 +6%
AA
1289
AlphaMark Advisors
Kentucky
$688K +$13.8K +310 +2%
SF
1290
Symphony Financial
Texas
$686K -$12.6K -280 -2%
SSCA
1291
South Shore Capital Advisors
Massachusetts
$686K – – –
CWM
1292
Chesapeake Wealth Management
Virginia
$686K +$686K +15,450 New
IP
1293
Ignite Planners
California
$677K +$464K +10,140 +218%
CPA
1294
Capital Planning Advisors
California
$676K +$402K +9,060 +147%
CFFP
1295
Center for Financial Planning
Michigan
$674K +$10.7K +240 +2%
NL
1296
Navalign LLC
California
$673K +$58.2K +1,310 +9%
SFP
1297
Shepherd Financial Partners
Massachusetts
$672K -$737K -16,600 -52%
NME
1298
Notis-McConarty Edward
$671K -$17.8K -400 -3%
AAM
1299
AMI Asset Management
California
$671K -$15.5K -350 -2%
TCOV
1300
Trust Company of Vermont
Vermont
$670K +$41.7K +940 +7%
50 51
52
53 54