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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
WBC
1301
West Branch Capital
Massachusetts
$1.16M +$1.09M +18,040 New
OCBCO
1302
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M -$116K -1,920 -10%
CA
1303
Cullinan Associates
Kentucky
$1.15M -$117K -1,940 -10%
CCB
1304
Cutter & Co Brokerage
Missouri
$1.15M +$295K +4,910 +38%
MFG
1305
Magnus Financial Group
New York
$1.15M -$22.9K -380 -2%
CA
1306
Crumly & Associates
Illinois
$1.15M +$28.3K +470 +3%
LWM
1307
Lyell Wealth Management
California
$1.14M +$15K +250 +1%
OFG
1308
OmniStar Financial Group
North Carolina
$1.14M -$455K -7,570 -30%
TFA
1309
Toth Financial Advisory
Virginia
$1.14M +$907K +15,070 +556%
BW
1310
Bison Wealth
Georgia
$1.14M -$84.8K -1,410 -7%
WANY
1311
Wealthspire Advisors (New York)
New York
$1.13M -$598K -9,940 -36%
PWPS
1312
Pinnacle Wealth Planning Services
Ohio
$1.13M -$16.8K -280 -2%
CNFG
1313
Creegan & Nassoura Financial Group
New Hampshire
$1.13M
BFS
1314
Bard Financial Services
Connecticut
$1.12M +$45.1K +750 +4%
FDDB
1315
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$508K +8,440 New
CAWM
1316
Capital Advisors Wealth Management
Washington
$1.12M +$33.1K +550 +3%
WI
1317
Wintrust Investments
Illinois
$1.11M +$1.05M +17,370 New
MSFS
1318
Main Street Financial Solutions
Pennsylvania
$1.11M -$49.3K -820 -5%
BWM
1319
Buckley Wealth Management
Nevada
$1.1M -$41.5K -690 -4%
LIM
1320
Longfellow Investment Management
Massachusetts
$1.1M -$819K -13,610 -44%
GFS
1321
GYL Financial Synergies
Connecticut
$1.1M +$641K +10,650 +165%
SLWA
1322
San Luis Wealth Advisors
California
$1.09M -$92.7K -1,540 -8%
RMDI
1323
R.M. Davis Inc
Maine
$1.09M -$55.4K -920 -5%
HTC
1324
Haverford Trust Company
Pennsylvania
$1.09M +$219K +3,640 +27%
JSL
1325
JT Stratford LLC
Georgia
$1.09M +$207K +3,440 +26%

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.