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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 %
VWM
1426
Venturi Wealth Management
Texas
$1.17M +$735K +8,470 +168%
RCA
1427
Resonant Capital Advisors
Wisconsin
$1.17M +$44.2K +510 +4%
NC
1428
NewSquare Capital
Pennsylvania
$1.17M -$160K -1,850 -12%
FWA
1429
FSM Wealth Advisors
Ohio
$1.16M +$156K +1,770 +15%
CC
1430
Cipher Capital
New York
$1.16M +$1.16M +13,340 New
MA
1431
MONECO Advisors
Connecticut
$1.16M -$2.6K -30 -0.2%
AC
1432
ASB Consultores
Florida
$1.15M -$142K -1,640 -11%
MA
1433
MCF Advisors
Kentucky
$1.15M +$251K +2,900 +28%
OCG
1434
Opus Capital Group
Ohio
$1.15M -$57.3K -660 -5%
SFCL
1435
Strengthening Families & Communities LLC
Massachusetts
$1.15M +$435K +5,020 +61%
CW
1436
CIC Wealth
Maryland
$1.14M -$4.34K -50 -0.4%
SWA
1437
SFMG Wealth Advisors
Texas
$1.14M -$138K -1,590 -11%
BIP
1438
Blueprint Investment Partners
North Carolina
$1.13M -$294K -3,390 -21%
WMA
1439
Wealth Management Associates
New Jersey
$1.13M -$210K -2,420 -16%
EWM
1440
Evermay Wealth Management
Virginia
$1.13M -$57.3K -660 -5%
XF
1441
XML Financial
Maryland
$1.12M +$107K +1,230 +10%
TVAMP
1442
Tennessee Valley Asset Management Partners
Tennessee
$1.12M -$332K -3,830 -23%
MAM
1443
Montchanin Asset Management
Delaware
$1.11M -$139K -1,600 -11%
JWCA
1444
J.W. Coons Advisors
Ohio
$1.11M +$14.7K +170 +1%
APW
1445
Austin Private Wealth
Texas
$1.11M +$295K +3,400 +36%
ALAM
1446
Asahi Life Asset Management
Japan
$1.1M -$206K -2,380 -16%
DFC
1447
DB Fitzpatrick & Co
Idaho
$1.1M -$58.1K -670 -5%
SW
1448
SlateStone Wealth
Florida
$1.1M -$43.4K -500 -4%
TAM
1449
Titleist Asset Management
Texas
$1.1M +$751K +8,660 +217%
DWM
1450
Defined Wealth Management
Oregon
$1.09M +$1.74K +20 +0.2%
56 57
58
59 60