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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1276
Zhang Financial
Michigan
$1.26M +$3.61K +60 +0.3%
CA
1277
Claro Advisors
Massachusetts
$1.26M +$16.2K +270 +1%
CAG
1278
Csenge Advisory Group
Florida
$1.26M -$85.4K -1,420 -7%
WPC
1279
Wedmont Private Capital
Pennsylvania
$1.25M +$190K +3,150 +19%
CWM
1280
Chesapeake Wealth Management
Virginia
$1.25M +$62K +1,030 +6%
WPW
1281
Waldron Private Wealth
Pennsylvania
$1.24M +$149K +2,470 +15%
IFAM
1282
Institutional & Family Asset Management
Colorado
$1.24M +$37.9K +630 +3%
MC
1283
Machina Capital
France
$1.23M +$1.16M +19,210 New
CPR
1284
CSU Producer Resources
Ohio
$1.22M
BC
1285
Brookfield Corp
Ontario, Canada
$1.21M -$4.68M -77,850 -80%
FCM
1286
Fortis Capital Management
Washington
$1.19M +$92K +1,530 +9%
OIM
1287
Orca Investment Management
Oregon
$1.19M -$9.63K -160 -0.9%
IAM
1288
Innovis Asset Management
Illinois
$1.19M +$51.7K +860 +5%
HIIFS
1289
Harel Insurance Investments & Financial Services
Israel
$1.19M +$395K +6,560 +54%
AAMC
1290
Asset Allocation & Management Company
Illinois
$1.19M -$158K -2,620 -12%
TCOV
1291
Trust Company of Vermont
Vermont
$1.18M +$193K +3,200 +21%
IA
1292
IAM Advisory
Pennsylvania
$1.18M +$1.11M +18,400 New
MIM
1293
MTM Investment Management
South Carolina
$1.18M +$16.2K +270 +1%
NW
1294
Naviter Wealth
Arkansas
$1.18M -$987K -16,400 -47%
BS
1295
Bessemer Securities
New York
$1.18M
DCM
1296
Davidson Capital Management
Texas
$1.18M -$463K -7,700 -30%
DA
1297
Doliver Advisors
Texas
$1.18M +$43.3K +720 +4%
FIA
1298
Foundations Investment Advisors
Arizona
$1.17M +$217K +3,610 +25%
JWM
1299
Jupiter Wealth Management
Colorado
$1.17M -$391K -6,500 -26%
PSC
1300
Portman Square Capital
United Kingdom
$1.17M -$549K -9,130 -33%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.