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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
EWM
1426
Evermay Wealth Management
Virginia
$878K +$21.7K +360 +3%
ZIMP
1427
Zimmermann Investment Management & Planning
Pennsylvania
$877K +$134K +2,230 +19%
JIP
1428
Jaffetilchin Investment Partners
Florida
$872K +$309K +5,130 +61%
BBA
1429
Baader Bank Aktiengesellschaft
Germany
$872K +$824K +13,700 New
TWD
1430
True Wealth Design
Ohio
$871K +$813K +13,510 +22,517%
GBT
1431
Grove Bank & Trust
Florida
$867K -$514K -8,550 -39%
MYIA
1432
Mount Yale Investment Advisors
Colorado
$862K +$415K +6,890 +105%
CFGS
1433
Concourse Financial Group Securities
Alabama
$860K +$74.6K +1,240 +10%
DFC
1434
DB Fitzpatrick & Co
Idaho
$859K +$18K +300 +2%
VNA
1435
Valley National Advisers
Pennsylvania
$859K +$7.22K +120 +0.9%
MA
1436
MONECO Advisors
Connecticut
$857K +$123K +2,050 +18%
RMAM
1437
Raab & Moskowitz Asset Management
New Jersey
$853K -$18K -300 -2%
CW
1438
CIC Wealth
Maryland
$846K -$4.21K -70 -0.5%
SW
1439
SlateStone Wealth
Florida
$845K +$207K +3,440 +35%
Kayne Anderson Rudnick Investment Management
1440
Kayne Anderson Rudnick Investment Management
California
$844K
LSA
1441
Lion Street Advisors
Texas
$842K +$790K +13,130 New
GCMG
1442
Gyroscope Capital Management Group
Florida
$834K +$241K +4,000 +44%
PFBT
1443
Parkside Financial Bank & Trust
Missouri
$831K -$15.6K -260 -2%
RCA
1444
Resonant Capital Advisors
Wisconsin
$831K +$110K +1,830 +16%
CFP
1445
Catalyst Financial Partners
Massachusetts
$821K +$112K +1,860 +17%
APA
1446
Astoria Portfolio Advisors
New York
$816K +$265K +4,410 +52%
PP
1447
PDS Planning
Ohio
$815K +$382K +6,350 +100%
IFU
1448
iSAM Funds (UK)
United Kingdom
$810K +$759K +12,620 New
JWCA
1449
J.W. Coons Advisors
Ohio
$808K +$15K +250 +2%
DWM
1450
Defined Wealth Management
Oregon
$807K

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.