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Broadcom
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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 %
FCM
1351
Fortis Capital Management
Washington
$1.37M -$242K -2,790 -15%
BJL
1352
Brighton Jones LLC
Washington
$1.37M +$367K +4,230 +37%
VPI
1353
Value Partners Investments
Manitoba, Canada
$1.37M -$35.6K -410 -3%
FP
1354
Fiduciary Planning
Florida
$1.37M +$147K +1,690 +12%
PP
1355
PDS Planning
Ohio
$1.37M +$266K +3,070 +24%
EFS
1356
Essex Financial Services
Connecticut
$1.37M -$20.8K -240 -1%
SB
1357
Simmons Bank
Arkansas
$1.37M -$13K -150 -0.9%
RWPA
1358
Richard W. Paul & Associates
Michigan
$1.37M -$7.81K -90 -0.6%
AWG
1359
Altus Wealth Group
Colorado
$1.37M +$40.8K +470 +3%
IAS
1360
Insigneo Advisory Services
Florida
$1.36M +$760K +8,760 +127%
BWM
1361
Buckley Wealth Management
Nevada
$1.35M -$136K -1,570 -9%
ICG
1362
InterOcean Capital Group
Tennessee
$1.35M +$287K +3,310 +27%
ANTB
1363
AMG National Trust Bank
Colorado
$1.35M -$95.4K -1,100 -7%
WSC
1364
Wellington Shields & Co
New York
$1.34M – – –
PWMG
1365
Provence Wealth Management Group
California
$1.34M +$143K +1,650 +12%
BFW
1366
Brady Family Wealth
Missouri
$1.34M -$45.1K -520 -3%
FCB
1367
First County Bank
Connecticut
$1.33M +$55.5K +640 +4%
CRWM
1368
Castle Rock Wealth Management
California
$1.33M +$425K +4,930 +47%
NP
1369
NorthRock Partners
Minnesota
$1.33M +$131K +1,510 +11%
OIA
1370
Optimum Investment Advisors
Illinois
$1.32M +$82.4K +950 +7%
FMTC
1371
Farmers & Merchants Trust Company
California
$1.32M -$21.7K -250 -2%
KWA
1372
Kingswood Wealth Advisors
California
$1.32M +$1.32M +15,200 New
LS
1373
Leelyn Smith
Illinois
$1.32M -$40.8K -470 -3%
CIA
1374
Choate Investment Advisors
Massachusetts
$1.32M +$879K +10,130 +200%
CCG
1375
Ceeto Capital Group
Florida
$1.31M – – –
53 54
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56 57