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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 %
BOPW
1326
Brandywine Oak Private Wealth
Pennsylvania
$1.62M -$59K -710 -4%
FWM
1327
Forza Wealth Management
Florida
$1.62M – – –
TSS
1328
Two Sigma Securities
New York
$1.61M +$250K +3,010 +18%
PWC
1329
PYA Waltman Capital
Tennessee
$1.61M +$61.5K +740 +4%
VT
1330
Vise Technologies
New York
$1.61M -$220K -2,650 -12%
EWM
1331
EPG Wealth Management
Georgia
$1.6M -$138K -1,660 -8%
LA
1332
Lifeworks Advisors
Michigan
$1.59M -$374K -4,500 -19%
SAM
1333
Sompo Asset Management
Japan
$1.59M +$457K +5,500 +40%
CPR
1334
CSU Producer Resources
Ohio
$1.58M – – –
CRC
1335
Curi RMB Capital
Illinois
$1.57M +$55.6K +670 +4%
WBC
1336
West Branch Capital
Massachusetts
$1.57M +$830 +10 +0.1%
AWM
1337
Accurate Wealth Management
Florida
$1.57M +$183K +2,070 +13%
WPW
1338
Waldron Private Wealth
Pennsylvania
$1.56M +$15.8K +190 +1%
EP
1339
Eudaimonia Partners
Tennessee
$1.56M -$21.6K -260 -1%
GAM
1340
Griffin Asset Management
New York
$1.55M -$54K -650 -3%
MTC
1341
Matrix Trust Company
Colorado
$1.55M -$597K -7,180 -28%
PAMG
1342
Patton Albertson Miller Group
Tennessee
$1.55M -$115K -1,380 -7%
CCB
1343
Cutter & Co Brokerage
Missouri
$1.55M -$62.3K -750 -4%
DCM
1344
Davidson Capital Management
Texas
$1.54M -$9.14K -110 -0.6%
PWPS
1345
Pinnacle Wealth Planning Services
Ohio
$1.54M +$122K +1,470 +9%
GWSG
1346
GPS Wealth Strategies Group
Colorado
$1.54M +$103K +1,240 +7%
SSA
1347
South Street Advisors
New York
$1.54M +$1.54M +18,490 New
AIM
1348
Anchor Investment Management
South Carolina
$1.53M +$100K +1,210 +7%
MIM
1349
MTM Investment Management
South Carolina
$1.53M -$831 -10 -0.1%
WC
1350
Waterloo Capital
Texas
$1.53M +$105K +1,270 +7%
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