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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 %
LAIC
1301
Lederer & Associates Investment Counsel
California
$1.71M +$34.9K +420 +2%
RAM
1302
Redmond Asset Management
Virginia
$1.69M -$1.66K -20 -0.1%
CA
1303
Cullinan Associates
Kentucky
$1.69M +$25.7K +310 +2%
NFA
1304
Northern Financial Advisors
Michigan
$1.69M -$51.5K -620 -3%
SIC
1305
Salem Investment Counselors
North Carolina
$1.69M +$1.54M +18,600 +1,101%
RWA
1306
Ropes Wealth Advisors
Massachusetts
$1.68M -$58.1K -700 -3%
SIM
1307
Studio Investment Management
Illinois
$1.67M +$1.03M +12,350 +158%
WPA
1308
West Paces Advisors
Georgia
$1.67M -$314K -3,780 -16%
SMH
1309
Sanders Morris Harris
Texas
$1.67M – – –
EP
1310
Edgestream Partners
New Jersey
$1.67M +$341K +4,100 +26%
LWAM
1311
Legacy Wealth Asset Management
Minnesota
$1.67M -$252K -3,030 -13%
BJL
1312
Brighton Jones LLC
Washington
$1.66M +$351K +4,230 +27%
ICG
1313
InterOcean Capital Group
Tennessee
$1.66M +$368K +4,430 +28%
JFG
1314
Jefferies Financial Group
New York
$1.66M -$8.04M -96,810 -83%
LFM
1315
Lumina Fund Management
New York
$1.66M – – –
CA
1316
Claro Advisors
Massachusetts
$1.66M +$93K +1,120 +6%
Group One Trading
1317
Group One Trading
Illinois
$1.66M +$1.66M +19,950 New
TW
1318
TrinityPoint Wealth
Connecticut
$1.66M -$173K -2,080 -9%
TCOV
1319
Trust Company of Vermont
Vermont
$1.65M +$68.1K +820 +4%
OIM
1320
Orca Investment Management
Oregon
$1.65M +$152K +1,830 +10%
IA
1321
IAM Advisory
Pennsylvania
$1.65M +$29.9K +360 +2%
CT
1322
Clearstead Trust
Maine
$1.64M +$1.49M +17,910 +973%
CI
1323
Cavalier Investments
Georgia
$1.64M +$58.1K +700 +4%
ONB
1324
Old National Bancorp
Indiana
$1.63M +$157K +1,890 +11%
SFP
1325
Sweet Financial Partners
Minnesota
$1.62M -$147K -1,770 -8%
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