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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
WI
1326
WBI Investments
New Jersey
$1.08M -$7.24M -120,390 -88%
WC
1327
Waterloo Capital
Texas
$1.08M +$1.01M +16,850 New
NSAM
1328
North Star Asset Management
Wisconsin
$1.08M +$567K +9,420 +127%
PCM
1329
Prelude Capital Management
New York
$1.08M +$1.01M +16,770 New
TVAMP
1330
Tennessee Valley Asset Management Partners
Tennessee
$1.07M +$6.02K +100 +0.6%
OHWP
1331
Oak Harbor Wealth Partners
North Carolina
$1.07M +$1.01M +16,730 New
RIA
1332
Realta Investment Advisors
Delaware
$1.07M +$118K +1,960 +13%
SCM
1333
Seascape Capital Management
New Hampshire
$1.07M -$133K -2,210 -12%
ANTB
1334
AMG National Trust Bank
Colorado
$1.07M +$9.02K +150 +0.9%
PFS
1335
Physicians Financial Services
North Carolina
$1.07M
SFP
1336
Sweet Financial Partners
Minnesota
$1.06M +$262K +4,360 +36%
CT
1337
Chicago Trust
Illinois
$1.06M +$197K +3,280 +25%
BIP
1338
Blueprint Investment Partners
North Carolina
$1.06M +$326K +5,420 +49%
RWMG
1339
Redwood Wealth Management Group
New Jersey
$1.05M +$16.8K +280 +2%
HT
1340
HighTower Trust
Texas
$1.05M +$19.9K +330 +2%
PFPT
1341
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M -$3.61K -60 -0.4%
VBCG
1342
Valley Brook Capital Group
Pennsylvania
$1.05M +$51.1K +850 +5%
CFO
1343
CVA Family Office
Colorado
$1.04M +$49.3K +820 +5%
VPI
1344
Value Partners Investments
Manitoba, Canada
$1.04M -$176K -2,930 -15%
DWM
1345
Drive Wealth Management
Utah
$1.04M +$3.61K +60 +0.4%
NL
1346
NVWM LLC
Pennsylvania
$1.03M -$14.4K -240 -1%
SFP
1347
Shepherd Financial Partners
Massachusetts
$1.03M
MIP
1348
Marietta Investment Partners
Wisconsin
$1.03M
Cohen & Steers
1349
Cohen & Steers
New York
$1.03M
AA
1350
AlphaMark Advisors
Kentucky
$1.03M -$7.82K -130 -0.8%

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.