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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 %
HCWM
1351
Harrison & Co Wealth Management
Virginia
$593K +$593K +13,350 New
VT
1352
Vise Technologies
New York
$592K +$153K +3,440 +35%
SWA
1353
Stratos Wealth Advisors
Ohio
$590K +$113K +2,550 +24%
SCP
1354
Stamos Capital Partners
California
$588K -$346K -7,800 -37%
ZF
1355
Zhang Financial
Michigan
$588K +$8.44K +190 +1%
HIM
1356
Hillsdale Investment Management
Ontario, Canada
$584K +$49.3K +1,110 +9%
VEA
1357
Virtus ETF Advisers
New York
$583K +$20K +450 +4%
AFP
1358
Ausdal Financial Partners
Iowa
$582K -$965K -21,730 -62%
OHIS
1359
Oak Harvest Investment Services
Texas
$580K +$188K +4,240 +48%
LOAMS
1360
Lombard Odier Asset Management (Switzerland)
Switzerland
$579K -$289K -6,510 -33%
OWP
1361
Obermeyer Wealth Partners
Colorado
$578K -$20K -450 -3%
NA
1362
Navellier & Associates
Nevada
$578K -$4.44K -100 -0.8%
GWSG
1363
GPS Wealth Strategies Group
Colorado
$578K +$15.5K +350 +3%
BFO
1364
Biltmore Family Office
North Carolina
$576K +$2.22K +50 +0.4%
RMCM
1365
Reynders McVeigh Capital Management
Massachusetts
$575K -$48.8K -1,100 -8%
AWG
1366
Altus Wealth Group
Colorado
$574K – – –
WMA
1367
West Michigan Advisors
Michigan
$571K +$21.3K +480 +4%
FWA
1368
FSM Wealth Advisors
Ohio
$568K +$51.1K +1,150 +10%
WH
1369
Willner & Heller
California
$567K +$4.89K +110 +0.9%
BWP
1370
Balboa Wealth Partners
Arizona
$567K +$567K +12,770 New
NP
1371
NorthRock Partners
Minnesota
$565K +$34.2K +770 +6%
PP
1372
Patron Partners
Texas
$563K -$4.44K -100 -0.8%
GHAM
1373
Gilman Hill Asset Management
Connecticut
$562K -$46.6K -1,050 -8%
CCM
1374
Chimera Capital Management
New York
$562K +$562K +12,650 New
JWWM
1375
Johnson & White Wealth Management
Pennsylvania
$561K +$561K +12,650 New
53 54
55
56 57