AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1476
MCF Advisors
Kentucky
$427K +$65.2K +1,470 +18%
Bank of Montreal
1477
Bank of Montreal
Ontario, Canada
$424K -$7.42K -162,400 -2%
TC
1478
Telemus Capital
Michigan
$423K -$119K -2,690 -22%
GCA
1479
Gradient Capital Advisors
California
$423K +$2.67K +60 +0.6%
HIM
1480
Hotaling Investment Management
Pennsylvania
$423K +$15.5K +350 +4%
FIA
1481
Foundations Investment Advisors
Arizona
$422K +$422K +9,500 New
HFP
1482
Holistic Financial Partners
Indiana
$421K -$60.8K -1,370 -13%
RGF
1483
Retirement Guys Formula
Ohio
$421K +$49.7K +1,120 +13%
HBW
1484
Hazlett, Burt & Watson
West Virginia
$420K +$1.77K +40 +0.4%
BTI
1485
Blue Trust Inc
Georgia
$420K +$71K +1,460 +20%
BAM
1486
Beaumont Asset Management
Texas
$420K +$420K +9,470 New
MYIA
1487
Mount Yale Investment Advisors
Colorado
$419K +$158K +3,550 +60%
OPPTF
1488
OPSEU Pension Plan Trust Fund
Ontario, Canada
$418K +$11.9K +260 +3%
SWM
1489
Shelton Wealth Management
Texas
$417K -$887 -20 -0.2%
RCM
1490
Raleigh Capital Management
North Carolina
$416K +$158K +3,550 +61%
PWC
1491
PYA Waltman Capital
Tennessee
$416K +$240K +5,390 +136%
SB
1492
Strategic Blueprint
Georgia
$415K +$64.8K +1,460 +19%
SIM
1493
SSI Investment Management
California
$414K – – –
FAIM
1494
Financial Advocates Investment Management
Washington
$413K -$878K -26,410 -68%
WWG
1495
West Wealth Group
California
$413K -$7.54K -170 -2%
IGWM
1496
ICA Group Wealth Management
Colorado
$413K +$88.5K +1,990 +27%
BC
1497
BIT Capital
Germany
$411K +$411K +9,260 New
CCM
1498
Carlson Capital Management
Minnesota
$411K -$50.2K -1,130 -11%
FMTC
1499
Farmers & Merchants Trust Company
California
$409K +$3.11K +70 +0.8%
TNBTD
1500
Trustmark National Bank Trust Department
Mississippi
$408K -$70.1K -1,580 -15%
58 59
60
61 62