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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
1376
Magnolia Capital Advisors
Mississippi
$1.44M -$71.5K -850 -5%
JIP
1377
Jaffetilchin Investment Partners
Florida
$1.43M +$72.3K +870 +5%
CRWM
1378
Castle Rock Wealth Management
California
$1.43M +$138K +1,640 +11%
IF
1379
Intrua Financial
Texas
$1.43M -$98K -1,180 -6%
PWP
1380
Phillips Wealth Planners
Mississippi
$1.43M -$76.4K -880 -5%
CCA
1381
Cravens & Co Advisors
Tennessee
$1.43M +$3.32K +40 +0.2%
WWM
1382
Wolff Wiese Magana
California
$1.43M +$1.41M +17,010 +11,340%
JSL
1383
JT Stratford LLC
Georgia
$1.42M +$88K +1,060 +7%
BFIC
1384
Bedell Frazier Investment Counselling
California
$1.42M -$7.48K -90 -0.5%
RSA
1385
River Street Advisors
Illinois
$1.42M +$188K +2,260 +15%
B
1386
Bensler
Washington
$1.42M +$1.42M +17,080 New
GAAM
1387
Guinness Atkinson Asset Management
California
$1.42M -$284K -3,420 -17%
GDP
1388
Great Diamond Partners
Maine
$1.42M +$24.1K +290 +2%
CNFG
1389
Creegan & Nassoura Financial Group
New Hampshire
$1.42M -$41.5K -500 -3%
SB
1390
Simmons Bank
Arkansas
$1.4M +$93K +1,120 +7%
BFS
1391
Bard Financial Services
Connecticut
$1.38M -$29.1K -350 -2%
CAS
1392
CTC Alternative Strategies
Illinois
$1.38M +$1.38M +16,650 New
SFO
1393
Stokes Family Office
Louisiana
$1.38M +$678K +8,160 +96%
FCB
1394
First County Bank
Connecticut
$1.38M +$98K +1,180 +8%
IAS
1395
Insigneo Advisory Services
Florida
$1.37M +$71.4K +860 +5%
TFCP
1396
Twin Focus Capital Partners
Massachusetts
$1.37M -$289K -3,480 -17%
IIA
1397
ICW Investment Advisors
Arizona
$1.37M +$110K +1,320 +9%
SCM
1398
Seascape Capital Management
New Hampshire
$1.37M -$10.8K -130 -0.8%
PRC
1399
Pearl River Capital
Michigan
$1.36M +$1.36M +16,410 New
PFS
1400
Physicians Financial Services
North Carolina
$1.35M – – –
54 55
56
57 58