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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 %
DWM
1376
Defined Wealth Management
Oregon
$559K – – –
HFS
1377
Howard Financial Services
Texas
$556K +$556K +12,530 New
SI
1378
Saxon Interests
Texas
$554K -$16.5K -340 -3%
RPWA
1379
Regent Peak Wealth Advisors
Georgia
$554K -$7.55K -170 -1%
CCI
1380
Credit Capital Investments
New Jersey
$553K +$553K +12,450 New
CFA
1381
Camarda Financial Advisors
Florida
$552K +$103K +2,330 +23%
SAM
1382
Sompo Asset Management
Japan
$550K +$217K +4,900 +65%
WSFS
1383
Wilmington Savings Fund Society
Delaware
$548K -$8K -180 -1%
EA
1384
Emerald Advisors
Washington
$546K +$33.3K +750 +6%
NJBEST
1385
New Jersey Better Educational Savings Trust
New Jersey
$544K – – –
BFS
1386
Bard Financial Services
Connecticut
$544K +$133K +3,000 +32%
MHS
1387
M Holdings Securities
Oregon
$540K -$61.3K -1,380 -10%
RMAM
1388
Raab & Moskowitz Asset Management
New Jersey
$540K -$18.6K -420 -3%
FCM
1389
Fourpath Capital Management
Oklahoma
$539K -$55K -1,240 -9%
PCM
1390
Palouse Capital Management
Washington
$539K +$539K +12,150 New
AIM
1391
Anchor Investment Management
South Carolina
$536K +$213K +4,800 +66%
PCA
1392
Peddock Capital Advisors
Massachusetts
$535K +$20.4K +460 +4%
FNBOO
1393
First National Bank of Omaha
Nebraska
$534K +$204K +4,590 +62%
CA
1394
Cullinan Associates
Kentucky
$533K – – –
BS
1395
Bessemer Securities
New York
$530K +$31.1K +700 +6%
SLWA
1396
San Luis Wealth Advisors
California
$527K +$527K +11,870 New
IPW
1397
Inlet Private Wealth
Florida
$524K +$23.5K +530 +5%
TT
1398
TI-Trust
Illinois
$522K – – –
BJL
1399
Brighton Jones LLC
Washington
$521K +$63.1K +1,420 +14%
AMR
1400
Asset Management Resources
Massachusetts
$521K +$69.3K +1,560 +15%
54 55
56
57 58