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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
EFS
1351
Essex Financial Services
Connecticut
$1.03M +$66.8K +1,110 +7%
CPWA
1352
Cerro Pacific Wealth Advisors
California
$1.02M +$393K +6,540 +70%
FFS
1353
Founders Financial Securities
Maryland
$1.02M -$8.42K -140 -0.9%
SB
1354
Simmons Bank
Arkansas
$1.02M -$32.5K -540 -3%
BFW
1355
Brady Family Wealth
Missouri
$1.02M +$6.02K +100 +0.6%
RWPA
1356
Richard W. Paul & Associates
Michigan
$1.02M +$59.6K +990 +7%
PCG
1357
Prosperity Consulting Group
Maryland
$1.02M +$13.8K +230 +1%
CAM
1358
Cypress Asset Management
Texas
$1.01M -$6.02K -100 -0.6%
LS
1359
Leelyn Smith
Illinois
$1.01M -$13.8K -230 -1%
DMBA
1360
Deseret Mutual Benefit Administrators
Utah
$1M +$2.41K +40 +0.3%
ACI
1361
Alpha Cubed Investments
California
$1M -$1.21M -20,170 -56%
EGA
1362
E&G Advisors
Texas
$1M -$120K -2,000 -11%
RWA
1363
Ropes Wealth Advisors
Massachusetts
$997K +$39.1K +650 +4%
CWC
1364
Carolinas Wealth Consulting
North Carolina
$996K +$75.8K +1,260 +9%
WSC
1365
Wellington Shields & Co
New York
$994K +$30.1K +500 +3%
WMA
1366
Wealth Management Associates
New Jersey
$994K -$1.2K -20 -0.1%
FMTC
1367
Farmers & Merchants Trust Company
California
$993K -$6.62K -110 -0.7%
WCM
1368
Windsor Capital Management
Arizona
$984K -$56K -930 -6%
MCA
1369
Millennium Capital Advisors
Arkansas
$982K +$2.41K +40 +0.3%
NC
1370
NewSquare Capital
Pennsylvania
$982K -$5.42K -90 -0.6%
AWG
1371
Altus Wealth Group
Colorado
$980K -$4.21K -70 -0.5%
CCIA
1372
Campbell & Co Investment Adviser
Maryland
$980K +$919K +15,270 New
VEA
1373
Virtus ETF Advisers
New York
$979K -$116K -1,930 -11%
CCG
1374
Ceeto Capital Group
Florida
$972K
ALAM
1375
Asahi Life Asset Management
Japan
$969K +$12K +200 +1%

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.