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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
1376
Trust Company of Vermont
Vermont
$2.31M +$84.8K +760 +4%
CWM
1377
Chesapeake Wealth Management
Virginia
$2.3M – – –
PCG
1378
Prosperity Consulting Group
Maryland
$2.3M +$328K +2,940 +17%
CGFA
1379
Colton Groome Financial Advisors
North Carolina
$2.29M +$352K +3,150 +18%
NFA
1380
Northern Financial Advisors
Michigan
$2.29M +$25.7K +230 +1%
PWC
1381
PYA Waltman Capital
Tennessee
$2.29M +$123K +1,100 +6%
SFP
1382
Sweet Financial Partners
Minnesota
$2.28M +$97.1K +870 +4%
ZF
1383
Zhang Financial
Michigan
$2.28M -$172K -1,540 -7%
FTWA
1384
Fifth Third Wealth Advisors
Ohio
$2.27M +$270K +2,420 +14%
CA
1385
Cullinan Associates
Kentucky
$2.27M – – –
AIM
1386
Anchor Investment Management
South Carolina
$2.26M +$203K +1,820 +10%
PP
1387
Patten & Patten
Tennessee
$2.26M -$627K -5,620 -22%
TI
1388
TrueMark Investments
Illinois
$2.26M +$2.26M +20,220 New
WPW
1389
Waldron Private Wealth
Pennsylvania
$2.26M +$153K +1,370 +7%
CI
1390
Cavalier Investments
Georgia
$2.25M +$53.6K +480 +2%
GAMC
1391
Garner Asset Management Corp
Texas
$2.25M -$526K -4,070 -19%
FFN
1392
Focus Financial Network
Minnesota
$2.24M +$1M +8,990 +81%
HI
1393
Hoey Investments
Pennsylvania
$2.24M +$711K +6,370 +47%
CRC
1394
Curi RMB Capital
Illinois
$2.24M +$123K +1,100 +6%
SPPAM
1395
Summit Partners Public Asset Management
Massachusetts
$2.23M +$2.23M +20,000 New
PNC
1396
Park National Corp
Ohio
$2.23M -$88.2K -790 -4%
IA
1397
IAM Advisory
Pennsylvania
$2.23M +$15.6K +140 +0.7%
AIC
1398
Archer Investment Corporation
Indiana
$2.22M -$402K -3,600 -15%
GA
1399
GraniteShares Advisors
New York
$2.22M +$2.22M +19,890 New
MWPCG
1400
Measured Wealth Private Client Group
New Hampshire
$2.22M -$108K -970 -5%
54 55
56
57 58