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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWWM
1401
Johnson & White Wealth Management
Pennsylvania
$1.24M -$14.7K -170 -1%
CFG
1402
Citizens Financial Group
Rhode Island
$1.24M -$1.16M -13,400 -48%
RIA
1403
Realta Investment Advisors
Delaware
$1.24M -$215K -2,480 -15%
IP
1404
Ignite Planners
California
$1.23M -$19.5K -230 -2%
ST
1405
Smithfield Trust
Pennsylvania
$1.23M -$869 -10 -0.1%
HFM
1406
Hartford Financial Management
Connecticut
$1.23M – – –
CFP
1407
Catalyst Financial Partners
Massachusetts
$1.23M +$121K +1,390 +11%
NA
1408
Navellier & Associates
Nevada
$1.23M -$2.6K -30 -0.2%
PCP
1409
Proficio Capital Partners
Massachusetts
$1.21M -$65.9K -760 -5%
DMBA
1410
Deseret Mutual Benefit Administrators
Utah
$1.21M -$142K -1,640 -10%
BWP
1411
Balboa Wealth Partners
Arizona
$1.21M -$22.6K -260 -2%
ZIMP
1412
Zimmermann Investment Management & Planning
Pennsylvania
$1.2M +$19.1K +220 +2%
CBT
1413
Central Bank & Trust
Kentucky
$1.2M -$65.9K -760 -5%
CFSG
1414
Clark Financial Services Group
Missouri
$1.2M -$3.47K -40 -0.3%
LRWA
1415
Long Run Wealth Advisors
New York
$1.2M -$963K -11,100 -45%
CFGS
1416
Concourse Financial Group Securities
Alabama
$1.2M +$37.3K +430 +3%
LFA
1417
Legacy Financial Advisors
Kentucky
$1.2M -$14.7K -170 -1%
TWI
1418
Thomas White International
Illinois
$1.19M – – –
IFAM
1419
Institutional & Family Asset Management
Colorado
$1.19M -$487K -5,620 -29%
GA
1420
GoalVest Advisory
New York
$1.18M +$153K +1,760 +15%
APA
1421
Astoria Portfolio Advisors
New York
$1.18M +$35.6K +400 +3%
FIM
1422
Freedom Investment Management
Connecticut
$1.18M -$86.7K -1,000 -7%
SAM
1423
Sompo Asset Management
Japan
$1.18M -$8.67K -100 -0.7%
GBT
1424
Grove Bank & Trust
Florida
$1.18M +$5.21K +60 +0.4%
TNA
1425
True North Advisors
Texas
$1.17M +$431K +4,970 +58%
55 56
57
58 59