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Broadcom
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Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
1426
Promethos Capital
Massachusetts
$2.1M +$2.1M +18,830 New
TW
1427
TrinityPoint Wealth
Connecticut
$2.1M -$128K -1,150 -6%
EA
1428
Everpar Advisors
Oklahoma
$2.1M +$2.1M +18,780 New
LC
1429
Lavaca Capital
Texas
$2.08M -$221K -1,980 -10%
BOPW
1430
Brandywine Oak Private Wealth
Pennsylvania
$2.08M -$93.8K -840 -4%
GAM
1431
Griffin Asset Management
New York
$2.08M -$7.81K -70 -0.4%
CAMG
1432
CWA Asset Management Group
Florida
$2.08M +$590K +5,290 +40%
MCA
1433
Magnolia Capital Advisors
Mississippi
$2.07M +$1.21K +10 +0.1%
CC
1434
Commons Capital
Massachusetts
$2.07M +$81.5K +730 +4%
WGCA
1435
Wolf Group Capital Advisors
Virginia
$2.06M -$59.9K -690 -3%
PWPS
1436
Pinnacle Wealth Planning Services
Ohio
$2.05M -$23.4K -210 -1%
HTC
1437
Haverford Trust Company
Pennsylvania
$2.04M +$275K +2,460 +16%
MSFS
1438
Main Street Financial Solutions
Pennsylvania
$2.04M +$27.9K +250 +1%
CCB
1439
Cutter & Co Brokerage
Missouri
$2.04M -$35.7K -320 -2%
B
1440
Bensler
Washington
$2.04M +$131K +1,170 +7%
BSHC
1441
Breed's Hill Capital
Massachusetts
$2.04M +$2.04M +18,250 New
MFG
1442
Magnus Financial Group
New York
$2.03M +$14.5K +130 +0.7%
TIMH
1443
Tilt Investment Management Holdings
New York
$2.02M +$2.02M +18,130 New
RSWM
1444
Robertson Stephens Wealth Management
California
$2.01M +$364K +3,260 +22%
SFM
1445
Sphera Funds Management
Israel
$2.01M +$2.01M +18,000 New
EFS
1446
Essex Financial Services
Connecticut
$2.01M +$214K +1,920 +12%
BPCA
1447
Bank Pictet & Cie (Asia)
Singapore
$2.01M +$14.5K +130 +0.7%
BA
1448
Bridgewater Associates
Connecticut
$2M -$58.3M -522,510 -97%
JIP
1449
Jaffetilchin Investment Partners
Florida
$1.99M +$64.7K +580 +3%
BIP
1450
Blueprint Investment Partners
North Carolina
$1.98M +$533K +4,770 +37%
56 57
58
59 60