AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
1326
Edgestream Partners
New Jersey
$632K -$3.44M -77,500 -84%
BWP
1327
BSW Wealth Partners
Colorado
$631K -$22.2K -500 -3%
AC
1328
ASB Consultores
Florida
$629K -$2.22K -50 -0.4%
HFM
1329
Hartford Financial Management
Connecticut
$629K – – –
CCB
1330
Cutter & Co Brokerage
Missouri
$627K +$2.22K +50 +0.4%
BCP
1331
Berkeley Capital Partners
Georgia
$627K +$33.7K +760 +6%
FPAS
1332
Focus Partners Advisor Solutions
Missouri
$627K +$226K +5,090 +56%
ST
1333
Smithfield Trust
Pennsylvania
$625K +$66.8K +1,510 +12%
CAWM
1334
Capital Advisors Wealth Management
Washington
$624K +$151K +3,400 +32%
CWC
1335
Carolinas Wealth Consulting
North Carolina
$623K -$32K -720 -5%
CFO
1336
CVA Family Office
Colorado
$623K +$280K +6,300 +82%
GKWIM
1337
Gerber Kawasaki Wealth & Investment Management
California
$621K -$4.44K -100 -0.7%
MPCG
1338
Matrix Private Capital Group
New York
$619K -$14.7K -330 -2%
IA
1339
Insight Advisors
Pennsylvania
$619K -$1.33K -30 -0.2%
DWM
1340
Darwin Wealth Management
Florida
$617K -$89.3K -2,050 -13%
FPCP
1341
Fort Point Capital Partners
California
$616K -$888 -20 -0.1%
KPW
1342
Kore Private Wealth
New York
$616K +$12.4K +280 +2%
IAIM
1343
International Assets Investment Management
Florida
$612K +$47.9K +1,080 +8%
XF
1344
XML Financial
Maryland
$609K +$253K +5,690 +71%
PCP
1345
Proficio Capital Partners
Massachusetts
$608K +$47.4K +1,090 +8%
CFSG
1346
Clark Financial Services Group
Missouri
$607K +$607K +13,690 New
DFC
1347
DB Fitzpatrick & Co
Idaho
$605K -$69.7K -1,570 -10%
TWI
1348
Thomas White International
Illinois
$604K – – –
CIAS
1349
CFS Investment Advisory Services
New Jersey
$602K +$602K +6,020,980 New
Kayne Anderson Rudnick Investment Management
1350
Kayne Anderson Rudnick Investment Management
California
$599K +$2.66K +60 +0.4%
52 53
54
55 56