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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 %
RA
1451
Rational Advisors
New York
$1.09M -$1.39M -16,040 -56%
EDRH
1452
Edmond de Rothschild Holding
Switzerland
$1.09M -$6.83M -78,740 -86%
XS
1453
XR Securities
Illinois
$1.09M +$494K +5,690 +83%
RMAM
1454
Raab & Moskowitz Asset Management
New Jersey
$1.09M -$64.2K -740 -6%
CI
1455
CX Institutional
Indiana
$1.08M -$5.53M -63,780 -84%
OWP
1456
Obermeyer Wealth Partners
Colorado
$1.08M – – –
HSA
1457
Hussman Strategic Advisors
Maryland
$1.08M -$1.61M -18,600 -60%
PP
1458
Patron Partners
Texas
$1.07M -$12.1K -140 -1%
PFBT
1459
Parkside Financial Bank & Trust
Missouri
$1.06M -$60.7K -700 -5%
VEA
1460
Virtus ETF Advisers
New York
$1.06M -$261K -3,010 -20%
NJBEST
1461
New Jersey Better Educational Savings Trust
New Jersey
$1.06M – – –
PIA
1462
Perennial Investment Advisors
California
$1.06M +$51.2K +590 +5%
MCC
1463
Money Concepts Capital
Florida
$1.06M -$3.78M -43,430 -78%
AC
1464
Avestar Capital
New York
$1.06M +$166K +1,910 +19%
BAM
1465
Beaumont Asset Management
Texas
$1.06M -$7.8K -90 -0.7%
RPWA
1466
Regent Peak Wealth Advisors
Georgia
$1.06M – – –
PCA
1467
Peddock Capital Advisors
Massachusetts
$1.05M +$36.4K +420 +4%
LCM
1468
Lazari Capital Management
California
$1.05M +$1.05M +12,140 New
CM
1469
Columbus Macro
Pennsylvania
$1.05M +$352K +4,010 +50%
AWM
1470
Abound Wealth Management
Tennessee
$1.05M -$742K -8,550 -41%
TI
1471
TTP Investments
California
$1.05M +$574K +6,620 +121%
EFG
1472
Everhart Financial Group
Ohio
$1.05M +$97.2K +1,120 +10%
AA
1473
AlphaMark Advisors
Kentucky
$1.05M -$345K -3,980 -25%
LFA
1474
LGT Financial Advisors
Texas
$1.04M +$708K +8,160 +211%
APC
1475
Aspire Private Capital
North Carolina
$1.03M +$7.81K +90 +0.8%
57 58
59
60 61