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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
GWSG
1376
GPS Wealth Strategies Group
Colorado
$967K +$907K +15,070 New
BWP
1377
BSW Wealth Partners
Colorado
$966K +$52.3K +870 +6%
CI
1378
Clal Insurance
Israel
$962K +$902K +15,000 New
GA
1379
Geller Advisors
New York
$961K -$159K -2,640 -15%
NF
1380
Nikulski Financial
Iowa
$960K +$12K +200 +1%
NL
1381
Navalign LLC
California
$959K -$25.3K -420 -3%
IIA
1382
ICW Investment Advisors
Arizona
$957K +$18.6K +310 +2%
MHS
1383
M Holdings Securities
Oregon
$957K +$131K +2,170 +17%
CW
1384
Channel Wealth
California
$957K +$897K +14,910 New
AC
1385
ASB Consultores
Florida
$955K
GWM
1386
Greenwich Wealth Management
Connecticut
$950K -$7.22K -120 -0.8%
PWC
1387
PYA Waltman Capital
Tennessee
$949K +$246K +4,090 +38%
RT
1388
Rockland Trust
Massachusetts
$949K +$509K +8,460 +134%
MWA
1389
Meridian Wealth Advisors
Texas
$948K -$162K -2,690 -15%
PCP
1390
Proficio Capital Partners
Massachusetts
$947K +$62K +1,030 +8%
FCB
1391
First County Bank
Connecticut
$946K +$123K +2,040 +16%
BTI
1392
Blue Trust Inc
Georgia
$946K -$92.7K -1,540 -8%
SWA
1393
SFMG Wealth Advisors
Texas
$942K +$387K +6,430 +78%
AC
1394
Allstate Corporation
Illinois
$940K -$9.48M -157,590 -91%
CBT
1395
Central Bank & Trust
Kentucky
$939K -$37.3K -620 -4%
FIM
1396
Freedom Investment Management
Connecticut
$936K -$128K -2,130 -13%
IA
1397
Insight Advisors
Pennsylvania
$932K +$66.2K +1,100 +8%
NME
1398
Notis-McConarty Edward
$930K
TA
1399
Tiedemann Advisors
New York
$930K +$872K +14,500 New
IP
1400
Ignite Planners
California
$928K +$96.3K +1,600 +12%

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.