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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 %
RG
1426
Rathbones Group
United Kingdom
$1.28M +$686K +8,260 +116%
NL
1427
Navalign LLC
California
$1.28M +$34.1K +410 +3%
WI
1428
WBI Investments
New Jersey
$1.27M -$2.43M -29,240 -66%
CAC
1429
Core Alternative Capital
Georgia
$1.27M +$900K +10,830 +242%
CSS
1430
Cubist Systematic Strategies
Connecticut
$1.27M +$1.26M +15,220 +25,367%
OIA
1431
Optimum Investment Advisors
Illinois
$1.27M – – –
LWM
1432
Lyell Wealth Management
California
$1.26M -$208K -2,500 -14%
WAAG
1433
Wealth Alliance Advisory Group
Kansas
$1.26M -$69.8K -840 -5%
SFCL
1434
Strengthening Families & Communities LLC
Massachusetts
$1.26M +$163K +1,960 +15%
AF
1435
Advisornet Financial
Minnesota
$1.26M +$517K +6,230 +70%
LCM
1436
LRT Capital Management
Texas
$1.26M +$1.26M +15,130 New
CIC
1437
Chilton Investment Company
Connecticut
$1.26M +$619K +7,450 +97%
CFGS
1438
Concourse Financial Group Securities
Alabama
$1.25M +$104K +1,250 +9%
IAM
1439
Innovis Asset Management
Illinois
$1.25M +$5.81K +70 +0.5%
NF
1440
Nikulski Financial
Iowa
$1.25M +$36.5K +440 +3%
JC
1441
JBF Capital
Colorado
$1.25M +$1.25M +15,000 New
EWA
1442
Exencial Wealth Advisors
Oklahoma
$1.24M -$1.7M -20,520 -58%
LS
1443
Leelyn Smith
Illinois
$1.24M -$24.1K -290 -2%
AWE
1444
Avidian Wealth Enterprises
Texas
$1.24M -$108K -1,300 -8%
CBFP
1445
Cedar Brook Financial Partners
Ohio
$1.23M -$321K -3,870 -21%
BTWM
1446
Baker Tilly Wealth Management
Wisconsin
$1.23M -$1.71M -20,580 -58%
OGC
1447
Oak Grove Capital
New Hampshire
$1.23M +$522K +6,290 +74%
CCA
1448
Childress Capital Advisors
Texas
$1.23M +$1.23M +14,790 New
OAJ
1449
Ogorek Anthony Joseph
New York
$1.23M -$6.64K -80 -0.5%
RSWM
1450
Robertson Stephens Wealth Management
California
$1.23M +$359K +4,320 +41%
56 57
58
59 60