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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 %
PAG
1301
Private Advisory Group
Washington
$2.75M +$239K +2,140 +10%
SAG
1302
SageView Advisory Group
California
$2.75M +$1.7M +14,110 +164%
GPA
1303
Guerra Pan Advisors
New Jersey
$2.73M – – –
DCM
1304
Davidson Capital Management
Texas
$2.72M +$650K +5,820 +31%
AHC
1305
Anderson Hoagland & Co
Missouri
$2.71M +$318K +2,850 +13%
CCP
1306
Cunning Capital Partners
North Carolina
$2.71M – – –
JWCA
1307
J.W. Cole Advisors
Florida
$2.7M +$123K +1,100 +5%
JF
1308
Jump Financial
Illinois
$2.69M +$2.69M +24,100 New
CVA
1309
Central Valley Advisors
California
$2.68M +$2.68M +24,030 New
PIM
1310
Parker Investment Management
California
$2.68M +$2.68M +25,550 New
VNIM
1311
Vaughan Nelson Investment Management
Texas
$2.68M -$1.17M -10,450 -30%
BAM
1312
BOCHK Asset Management
Hong Kong
$2.68M +$2.68M +24,000 New
GCA
1313
Genesee Capital Advisors
New York
$2.68M +$242K +2,170 +10%
AC
1314
Arjuna Capital
North Carolina
$2.67M +$203K +1,820 +8%
AWA
1315
Arkadios Wealth Advisors
Georgia
$2.67M -$234K -2,100 -8%
AC
1316
Abbrea Capital
California
$2.66M +$41.3K +370 +2%
CFO
1317
CVA Family Office
Colorado
$2.65M +$43.5K +390 +2%
SLC
1318
Second Line Capital
Louisiana
$2.65M +$2.65M +23,750 New
GM
1319
GeoWealth Management
Illinois
$2.64M +$2.45M +21,980 +1,324%
LCM
1320
Leisure Capital Management
California
$2.63M -$492K -4,410 -16%
AG
1321
AlTi Global
New York
$2.62M +$2.62M +23,440 New
CPW
1322
Cove Private Wealth
New York
$2.62M +$2.62M +23,500 New
EP
1323
Edgestream Partners
New Jersey
$2.62M +$378K +3,390 +17%
CPA
1324
Capital Planning Advisors
California
$2.61M -$160K -1,430 -6%
LWM
1325
Laidlaw Wealth Management
New York
$2.61M +$190K +1,700 +8%
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