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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 %
CAWM
1276
Capital Advisors Wealth Management
Washington
$1.78M +$152K +1,830 +9%
AHC
1277
Anderson Hoagland & Co
Missouri
$1.78M +$1.78M +21,470 New
AIIMS
1278
Analyst IMS Investment Management Services
Israel
$1.77M +$20.8K +250 +1%
HCM
1279
Hollencrest Capital Management
California
$1.77M -$174K -2,100 -9%
FC
1280
Forte Capital
New York
$1.76M +$1.76M +21,210 New
RWA
1281
Rainsberger Wealth Advisors
Colorado
$1.76M +$34.9K +420 +2%
SW
1282
SkyOak Wealth
Michigan
$1.76M -$6.65K -80 -0.4%
CFS
1283
CRA Financial Services
New Jersey
$1.75M +$41.5K +500 +2%
C
1284
Covestor
United Kingdom
$1.75M +$1.42M +17,110 +440%
PWA
1285
Providence Wealth Advisors
Illinois
$1.74M +$16.5K +200 +1%
CHP
1286
Cable Hill Partners
Oregon
$1.74M +$978K +11,780 +129%
MWPCG
1287
Measured Wealth Private Client Group
New Hampshire
$1.73M -$64K -770 -4%
WP
1288
WealthSource Partners
California
$1.73M -$37.4K -450 -2%
PNC
1289
Park National Corp
Ohio
$1.73M -$39.9K -480 -2%
FCFC
1290
First Commonwealth Financial Corp
Pennsylvania
$1.72M -$64.8K -780 -4%
MW
1291
Marcum Wealth
Ohio
$1.72M -$30.7K -370 -2%
NW
1292
Naviter Wealth
Arkansas
$1.72M +$6.65K +80 +0.4%
MYIA
1293
Mount Yale Investment Advisors
Colorado
$1.72M -$130K -1,560 -7%
LC
1294
Lavaca Capital
Texas
$1.71M -$42.4K -510 -2%
CWM
1295
Chesapeake Wealth Management
Virginia
$1.71M +$20.8K +250 +1%
BAM
1296
Belpointe Asset Management
Nevada
$1.71M -$117K -1,410 -6%
TFA
1297
Transamerica Financial Advisors
Florida
$1.71M -$70.6K -850 -4%
CP
1298
CenterBook Partners
Connecticut
$1.71M +$1.71M +20,620 New
GAA
1299
Green Alpha Advisors
Colorado
$1.71M -$306K -3,690 -15%
TSWM
1300
Triangle Securities Wealth Management
North Carolina
$1.71M -$26.6K -320 -2%
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