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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 %
PCP
1451
Proficio Capital Partners
Massachusetts
$1.23M +$62.3K +750 +5%
GA
1452
Geller Advisors
New York
$1.23M -$1.08M -13,050 -47%
CFAM
1453
Center For Asset Management
Florida
$1.22M +$635K +7,640 +108%
MWA
1454
Meridian Wealth Advisors
Texas
$1.22M +$14.1K +170 +1%
LFA
1455
Legacy Financial Advisors
Kentucky
$1.22M +$74.8K +900 +7%
AC
1456
Allstate Corporation
Illinois
$1.22M – – –
OBWG
1457
Onyx Bridge Wealth Group
New York
$1.21M +$264K +3,180 +28%
ANTB
1458
AMG National Trust Bank
Colorado
$1.2M -$86.4K -1,040 -7%
GA
1459
GoalVest Advisory
New York
$1.2M +$72.2K +870 +6%
TA
1460
Tiedemann Advisors
New York
$1.2M -$2.5K -30 -0.2%
DWM
1461
Drive Wealth Management
Utah
$1.2M -$127K -1,530 -10%
RCA
1462
Resonant Capital Advisors
Wisconsin
$1.2M +$78.9K +950 +7%
RIA
1463
Realta Investment Advisors
Delaware
$1.2M -$39K -450 -3%
HFM
1464
Hartford Financial Management
Connecticut
$1.2M +$17.4K +210 +1%
NERM
1465
New England Research & Management
Illinois
$1.19M +$1.19M +14,360 New
RT
1466
Rockland Trust
Massachusetts
$1.18M -$57.3K -690 -5%
GWM
1467
Greenwich Wealth Management
Connecticut
$1.18M -$39.8K -480 -3%
CWC
1468
Carolinas Wealth Consulting
North Carolina
$1.18M -$90K -1,070 -7%
TNA
1469
True North Advisors
Texas
$1.17M +$48.2K +580 +4%
CBT
1470
Central Bank & Trust
Kentucky
$1.17M +$16.6K +200 +1%
ST
1471
Smithfield Trust
Pennsylvania
$1.17M -$4.14K -50 -0.4%
ZIMP
1472
Zimmermann Investment Management & Planning
Pennsylvania
$1.17M +$15K +180 +1%
JWWM
1473
Johnson & White Wealth Management
Pennsylvania
$1.16M -$28.3K -340 -2%
AC
1474
Avestar Capital
New York
$1.16M +$146K +1,760 +14%
BTI
1475
Blue Trust Inc
Georgia
$1.16M +$641K +7,390 +124%
57 58
59
60 61