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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1326
Bard Financial Services
Connecticut
$1.47M -$43.4K -500 -3%
BCM
1327
Bluefin Capital Management
New York
$1.47M +$1.47M +17,000 New
SFP
1328
Shepherd Financial Partners
Massachusetts
$1.47M +$71.1K +820 +5%
SCM
1329
Stevens Capital Management
Pennsylvania
$1.46M +$1.46M +16,880 New
CGFA
1330
Colton Groome Financial Advisors
North Carolina
$1.46M +$375K +4,320 +34%
RMDI
1331
R.M. Davis Inc
Maine
$1.46M -$18.2K -210 -1%
GDP
1332
Great Diamond Partners
Maine
$1.46M +$662K +7,630 +83%
RWMG
1333
Redwood Wealth Management Group
New Jersey
$1.45M +$20.8K +240 +1%
SCM
1334
Seascape Capital Management
New Hampshire
$1.44M -$6.94K -80 -0.5%
JIP
1335
Jaffetilchin Investment Partners
Florida
$1.42M +$242K +2,790 +21%
TSS
1336
Two Sigma Securities
New York
$1.42M -$3.84M -44,220 -73%
NL
1337
NVWM LLC
Pennsylvania
$1.42M +$20.8K +240 +1%
PFS
1338
Physicians Financial Services
North Carolina
$1.41M -$28.6K -330 -2%
AWE
1339
Avidian Wealth Enterprises
Texas
$1.4M -$1.94M -22,340 -58%
MIP
1340
Marietta Investment Partners
Wisconsin
$1.4M +$4.34K +50 +0.3%
EGA
1341
E&G Advisors
Texas
$1.4M +$43.4K +500 +3%
JSL
1342
JT Stratford LLC
Georgia
$1.39M -$73.7K -850 -5%
WAAG
1343
Wealth Alliance Advisory Group
Kansas
$1.39M +$917K +10,570 +193%
Cohen & Steers
1344
Cohen & Steers
New York
$1.39M – – –
EP
1345
Edgestream Partners
New Jersey
$1.39M -$2.79M -32,140 -67%
AWM
1346
Accurate Wealth Management
Florida
$1.39M +$115K +1,290 +9%
DWM
1347
Drive Wealth Management
Utah
$1.38M -$19.1K -220 -1%
CT
1348
Chicago Trust
Illinois
$1.38M -$48.6K -560 -3%
LWM
1349
Liberty Wealth Management
California
$1.38M +$1.38M +15,870 New
HTC
1350
Haverford Trust Company
Pennsylvania
$1.38M -$95.4K -1,100 -6%
52 53
54
55 56