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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
JWWM
1401
Johnson & White Wealth Management
Pennsylvania
$928K +$871K +14,470 New
LCGC
1402
Legacy Capital Group California
California
$926K +$868K +14,430 New
MAM
1403
Montchanin Asset Management
Delaware
$924K
AIM
1404
Anchor Investment Management
South Carolina
$921K +$80.6K +1,340 +10%
AGC
1405
Aspen Grove Capital
Colorado
$921K +$109K +1,810 +14%
OIA
1406
Optimum Investment Advisors
Illinois
$917K +$36.1K +600 +4%
NA
1407
Navellier & Associates
Nevada
$911K +$17.4K +290 +2%
BWP
1408
Balboa Wealth Partners
Arizona
$910K +$227K +3,770 +36%
HFM
1409
Hartford Financial Management
Connecticut
$910K +$1.2K +20 +0.1%
ST
1410
Smithfield Trust
Pennsylvania
$908K +$15K +250 +2%
SF
1411
Symphony Financial
Texas
$905K -$38.5K -640 -4%
FP
1412
Fiduciary Planning
Florida
$905K +$848K +14,100 New
TAIM
1413
TD Ameritrade Investment Management
Nebraska
$899K -$200K -3,330 -19%
AWM
1414
Accurate Wealth Management
Florida
$899K +$358K +5,950 +71%
CAMV
1415
Concord Asset Management (Virginia)
Virginia
$898K +$511K +8,490 +154%
LFA
1416
Legacy Financial Advisors
Kentucky
$896K +$54.7K +910 +7%
II
1417
Inspire Investing
Idaho
$891K +$466K +7,750 +126%
OCG
1418
Opus Capital Group
Ohio
$891K -$15.6K -260 -2%
CFSG
1419
Clark Financial Services Group
Missouri
$890K -$5.42K -90 -0.6%
PWMG
1420
Provence Wealth Management Group
California
$888K +$268K +4,460 +48%
NP
1421
NorthRock Partners
Minnesota
$885K -$117K -1,950 -12%
FI
1422
Financial Insights
Washington
$883K +$828K +13,770 New
AAM
1423
AMI Asset Management
California
$881K -$280K -4,650 -25%
TWI
1424
Thomas White International
Illinois
$881K +$8.42K +140 +1%
SAM
1425
Sompo Asset Management
Japan
$879K +$30.1K +500 +4%

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.