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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1426
MONECO Advisors
Connecticut
$857K +$132K +2,050 +18%
RMAM
1427
Raab & Moskowitz Asset Management
New Jersey
$853K -$19.2K -300 -2%
CW
1428
CIC Wealth
Maryland
$846K -$4.49K -70 -0.5%
SW
1429
SlateStone Wealth
Florida
$845K +$221K +3,440 +35%
Kayne Anderson Rudnick Investment Management
1430
Kayne Anderson Rudnick Investment Management
California
$844K – – –
LSA
1431
Lion Street Advisors
Texas
$842K +$842K +13,130 New
GCMG
1432
Gyroscope Capital Management Group
Florida
$834K +$257K +4,000 +44%
PFBT
1433
Parkside Financial Bank & Trust
Missouri
$831K -$16.7K -260 -2%
RCA
1434
Resonant Capital Advisors
Wisconsin
$831K +$117K +1,830 +16%
CFP
1435
Catalyst Financial Partners
Massachusetts
$821K +$119K +1,860 +17%
APA
1436
Astoria Portfolio Advisors
New York
$816K +$280K +4,410 +52%
PP
1437
PDS Planning
Ohio
$815K +$407K +6,350 +100%
IFU
1438
iSAM Funds (UK)
United Kingdom
$810K +$810K +12,620 New
JWCA
1439
J.W. Coons Advisors
Ohio
$808K +$16K +250 +2%
DWM
1440
Defined Wealth Management
Oregon
$807K – – –
CGFA
1441
Colton Groome Financial Advisors
North Carolina
$804K +$168K +2,620 +26%
WSFS
1442
Wilmington Savings Fund Society
Delaware
$802K -$11.5K -180 -1%
PP
1443
Patron Partners
Texas
$799K -$10.3K -160 -1%
OWP
1444
Obermeyer Wealth Partners
Colorado
$797K -$38.5K -600 -5%
JWM
1445
Jeppson Wealth Management
California
$795K -$9.62K -150 -1%
RIA
1446
Regal Investment Advisors
Michigan
$795K +$5.77K +90 +0.7%
ICG
1447
InterOcean Capital Group
Tennessee
$787K +$176K +2,750 +29%
BAM
1448
Beaumont Asset Management
Texas
$787K -$24.4K -380 -3%
GHAM
1449
Gilman Hill Asset Management
Connecticut
$787K -$16K -250 -2%
FCM
1450
Fourpath Capital Management
Oklahoma
$787K +$6.42K +100 +0.8%
56 57
58
59 60