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Broadcom
AVGO

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 %
BFS
1451
Bard Financial Services
Connecticut
$1.97M +$112K +1,000 +6%
PWP
1452
Phillips Wealth Planners
Mississippi
$1.96M +$82.4K +720 +4%
WAAG
1453
Wealth Alliance Advisory Group
Kansas
$1.96M +$263K +2,360 +16%
CCA
1454
Cravens & Co Advisors
Tennessee
$1.94M +$23.4K +210 +1%
PAMG
1455
Patton Albertson Miller Group
Tennessee
$1.94M -$138K -1,240 -7%
MMM
1456
Mendel Money Management
Illinois
$1.94M -$118K -1,060 -6%
RCAG
1457
Rehmann Capital Advisory Group
Michigan
$1.94M -$24.6K -220 -1%
ANTB
1458
AMG National Trust Bank
Colorado
$1.94M +$319K +2,860 +20%
FCFC
1459
First Commonwealth Financial Corp
Pennsylvania
$1.93M -$386K -3,460 -17%
TMWM
1460
Taylor & Morgan Wealth Management
Michigan
$1.92M +$152K +1,360 +9%
MIM
1461
MTM Investment Management
South Carolina
$1.91M -$145K -1,300 -7%
LAIC
1462
Lederer & Associates Investment Counsel
California
$1.91M -$384K -3,440 -17%
RWMG
1463
Redwood Wealth Management Group
New Jersey
$1.91M -$53.6K -480 -3%
CFGS
1464
Concourse Financial Group Securities
Alabama
$1.9M +$221K +1,980 +13%
CRWM
1465
Castle Rock Wealth Management
California
$1.9M +$121K +1,160 +7%
FFS
1466
Founders Financial Securities
Maryland
$1.9M -$61.4K -550 -3%
SB
1467
Simmons Bank
Arkansas
$1.9M +$16.7K +150 +0.9%
CNFG
1468
Creegan & Nassoura Financial Group
New Hampshire
$1.9M – – –
AP
1469
Americana Partners
Texas
$1.9M -$93.8K -840 -5%
BP
1470
BBR Partners
New York
$1.89M +$147K +1,320 +8%
GDP
1471
Great Diamond Partners
Maine
$1.89M -$14.5K -130 -0.8%
BFIC
1472
Bedell Frazier Investment Counselling
California
$1.89M -$22.3K -200 -1%
WWM
1473
Wolff Wiese Magana
California
$1.88M -$34.6K -310 -2%
SFCL
1474
Strengthening Families & Communities LLC
Massachusetts
$1.88M +$186K +1,670 +11%
CFP
1475
Catalyst Financial Partners
Massachusetts
$1.87M +$104K +930 +6%
57 58
59
60 61