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Broadcom
AVGO

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 %
MYIA
1326
Mount Yale Investment Advisors
Colorado
$2.6M +$296K +2,650 +13%
GCM
1327
Greenland Capital Management
New York
$2.6M +$2.6M +23,250 New
FTF
1328
Freedom Together Foundation
New York
$2.59M +$2.59M +23,240 New
EFMC
1329
Empire Financial Management Company
New York
$2.59M -$20.1K -180 -0.8%
CIA
1330
Choate Investment Advisors
Massachusetts
$2.59M +$90.4K +810 +4%
LWCFA
1331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.58M +$37.8K +320 +1%
HIA
1332
Harvest Investment Advisors
Florida
$2.57M -$64.8K -580 -2%
HCCM
1333
Hudson Canyon Capital Management
New York
$2.57M -$56.9K -510 -2%
LBWM
1334
Left Brain Wealth Management
Illinois
$2.56M -$31.3K -280 -1%
ONB
1335
Old National Bancorp
Indiana
$2.54M +$346K +3,100 +16%
WSCM
1336
Wellington Shields Capital Management
New York
$2.54M -$43.5K -390 -2%
HIA
1337
Harbor Investment Advisory
Maryland
$2.53M -$1.12K -10 -0%
AIC
1338
Argus Investors Counsel
New York
$2.53M +$493K +4,420 +24%
TWM
1339
Tradition Wealth Management
Minnesota
$2.52M +$45.8K +410 +2%
CFA
1340
Camarda Financial Advisors
Florida
$2.52M -$1.5M -13,470 -37%
CIC
1341
Cornercap Investment Counsel
Georgia
$2.52M +$2.22M +19,890 +745%
WCBA
1342
Weaver C. Barksdale & Associates
Tennessee
$2.52M -$1.36M -12,220 -35%
MW
1343
Marcum Wealth
Ohio
$2.51M +$198K +1,770 +9%
SPG
1344
Strategic Planning Group
Utah
$2.51M +$2.51M +22,510 New
BA
1345
Birinyi Associates
Connecticut
$2.51M -$1.45M -12,990 -37%
IFAM
1346
Institutional & Family Asset Management
Colorado
$2.51M +$1.02M +9,140 +68%
CIM
1347
CIM Investment Management
Pennsylvania
$2.51M – – –
LFM
1348
LGT Fund Management
Liechtenstein
$2.5M – – –
AIIMS
1349
Analyst IMS Investment Management Services
Israel
$2.5M +$121K +1,080 +5%
SIC
1350
Salem Investment Counselors
North Carolina
$2.49M +$228K +2,040 +10%
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