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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1301
Bison Wealth
Georgia
$1.14M -$88.5K -1,410 -7%
WANY
1302
Wealthspire Advisors (New York)
New York
$1.13M -$638K -9,940 -36%
PWPS
1303
Pinnacle Wealth Planning Services
Ohio
$1.13M -$18K -280 -2%
CNFG
1304
Creegan & Nassoura Financial Group
New Hampshire
$1.13M – – –
BFS
1305
Bard Financial Services
Connecticut
$1.12M +$48.1K +750 +4%
FDDB
1306
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$1.12M +8,440 New
CAWM
1307
Capital Advisors Wealth Management
Washington
$1.12M +$35.3K +550 +3%
WI
1308
Wintrust Investments
Illinois
$1.12M +$1.12M +17,370 New
MSFS
1309
Main Street Financial Solutions
Pennsylvania
$1.11M -$52.9K -820 -5%
BWM
1310
Buckley Wealth Management
Nevada
$1.1M -$44.3K -690 -4%
LIM
1311
Longfellow Investment Management
Massachusetts
$1.1M -$873K -13,610 -44%
GFS
1312
GYL Financial Synergies
Connecticut
$1.1M +$683K +10,650 +165%
SLWA
1313
San Luis Wealth Advisors
California
$1.09M -$98.8K -1,540 -8%
RMDI
1314
R.M. Davis Inc
Maine
$1.09M -$59K -920 -5%
HTC
1315
Haverford Trust Company
Pennsylvania
$1.09M +$234K +3,640 +27%
JSL
1316
JT Stratford LLC
Georgia
$1.09M +$221K +3,440 +26%
WI
1317
WBI Investments
New Jersey
$1.08M -$7.72M -120,390 -88%
WC
1318
Waterloo Capital
Texas
$1.08M +$1.08M +16,850 New
NSAM
1319
North Star Asset Management
Wisconsin
$1.08M +$604K +9,420 +127%
PCM
1320
Prelude Capital Management
New York
$1.08M +$1.08M +16,770 New
TVAMP
1321
Tennessee Valley Asset Management Partners
Tennessee
$1.07M +$6.42K +100 +0.6%
OHWP
1322
Oak Harbor Wealth Partners
North Carolina
$1.07M +$1.07M +16,730 New
RIA
1323
Realta Investment Advisors
Delaware
$1.07M +$126K +1,960 +13%
SCM
1324
Seascape Capital Management
New Hampshire
$1.07M -$142K -2,210 -12%
ANTB
1325
AMG National Trust Bank
Colorado
$1.07M +$9.62K +150 +0.9%
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