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Broadcom
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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 %
TAM
1276
Tealwood Asset Management
Minnesota
$2.86M -$49.1K -440 -2%
QPWM
1277
Quadrant Private Wealth Management
Pennsylvania
$2.86M -$16.7K -150 -0.6%
RPSA
1278
Richard P. Slaughter Associates
Texas
$2.86M -$257K -2,300 -8%
SIM
1279
Sentry Investment Management
Wisconsin
$2.85M +$171K +1,530 +6%
WA
1280
Wealth Architects
California
$2.84M +$24.6K +220 +0.9%
NW
1281
Naviter Wealth
Arkansas
$2.84M +$530K +4,750 +23%
LSPW
1282
Lake Street Private Wealth
Illinois
$2.83M -$157K -1,410 -5%
RCA
1283
Resonant Capital Advisors
Wisconsin
$2.82M +$1.21M +10,880 +75%
SIM
1284
Studio Investment Management
Illinois
$2.82M +$572K +5,120 +25%
WI
1285
WrapManager Inc
California
$2.81M -$314K -2,810 -10%
WP
1286
WealthShield Partners
North Carolina
$2.8M +$202K +1,810 +8%
TVAMP
1287
Tennessee Valley Asset Management Partners
Tennessee
$2.8M +$1.4M +12,510 +99%
OCBCO
1288
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.8M -$782K -7,010 -22%
TFA
1289
Teamwork Financial Advisors
Texas
$2.8M +$22.3K +200 +0.8%
BBNA
1290
Bremer Bank National Association
Minnesota
$2.8M -$69.2K -620 -2%
DC
1291
DeDora Capital
California
$2.79M -$60.3K -540 -2%
IFWM
1292
Institute for Wealth Management
Colorado
$2.79M -$35.7K -320 -1%
BIG
1293
Brooklyn Investment Group
New York
$2.79M +$2.79M +24,950 New
WFG
1294
Wills Financial Group
Virginia
$2.78M -$89.3K -800 -3%
CV
1295
Counterweight Ventures
North Carolina
$2.77M +$2.77M +24,860 New
BTW
1296
Boston Trust Walden
Massachusetts
$2.76M +$104K +930 +4%
KFI
1297
Key Financial Inc
Pennsylvania
$2.75M – – –
HCM
1298
Highview Capital Management
Illinois
$2.75M -$6.7K -60 -0.2%
AWM
1299
Avior Wealth Management
Nebraska
$2.75M +$40.2K +360 +1%
MAM
1300
Mirabaud Asset Management
United Kingdom
$2.75M +$2.75M +24,620 New
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