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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 %
NL
1401
NVWM LLC
Pennsylvania
$1.35M -$8.31K -100 -0.6%
PP
1402
PDS Planning
Ohio
$1.34M +$33.2K +400 +3%
HA
1403
Herold Advisors
New York
$1.34M +$981K +11,810 +271%
PIA
1404
Pinion Investment Advisors
Kansas
$1.34M +$120K +1,440 +10%
MIP
1405
Marietta Investment Partners
Wisconsin
$1.34M -$4.15K -50 -0.3%
BBA
1406
Baader Bank Aktiengesellschaft
Germany
$1.33M -$112K -1,350 -8%
EFS
1407
Essex Financial Services
Connecticut
$1.33M +$23.3K +280 +2%
RIA
1408
Regal Investment Advisors
Michigan
$1.33M +$83.9K +1,010 +7%
Two Sigma Investments
1409
Two Sigma Investments
New York
$1.33M +$1.33M +16,000 New
HTC
1410
Haverford Trust Company
Pennsylvania
$1.32M – – –
TMWM
1411
Taylor & Morgan Wealth Management
Michigan
$1.31M -$210K -2,530 -14%
CFP
1412
Catalyst Financial Partners
Massachusetts
$1.31M +$135K +1,620 +11%
VBCG
1413
Valley Brook Capital Group
Pennsylvania
$1.31M +$87.2K +1,050 +7%
RMDI
1414
R.M. Davis Inc
Maine
$1.31M -$88.9K -1,070 -6%
PWMG
1415
Provence Wealth Management Group
California
$1.31M +$19.9K +240 +2%
HIM
1416
Hanlon Investment Management
New Jersey
$1.3M -$307K -3,690 -19%
AI
1417
AXS Investments
New York
$1.3M -$235K -2,830 -15%
BP
1418
BBR Partners
New York
$1.3M +$598K +7,200 +85%
WSC
1419
Wellington Shields & Co
New York
$1.3M +$8.31K +100 +0.6%
SIS
1420
Strategic Investment Solutions
Illinois
$1.29M +$1.27M +14,700 +6,391%
CT
1421
Chicago Trust
Illinois
$1.29M -$30.7K -370 -2%
AWG
1422
Altus Wealth Group
Colorado
$1.29M -$19.1K -230 -1%
EGA
1423
E&G Advisors
Texas
$1.29M -$49.8K -600 -4%
IP
1424
Ignite Planners
California
$1.29M +$87.3K +1,060 +7%
BFW
1425
Brady Family Wealth
Missouri
$1.28M +$6.64K +80 +0.5%
55 56
57
58 59