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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
1476
Saxon Interests
Texas
$746K +$69.3K +1,080 +10%
BJL
1477
Brighton Jones LLC
Washington
$743K +$33.4K +520 +5%
BAM
1478
Blueshift Asset Management
New Jersey
$742K +$742K +11,560 New
GP
1479
Girard Partners
Pennsylvania
$741K +$25K +390 +3%
OHIS
1480
Oak Harvest Investment Services
Texas
$739K -$11.6K -180 -2%
FWA
1481
FSM Wealth Advisors
Ohio
$733K +$8.98K +140 +1%
SAM
1482
SignalPoint Asset Management
Missouri
$727K -$52.6K -820 -7%
GCM
1483
Gallacher Capital Management
Colorado
$727K +$727K +11,330 New
SIMM
1484
Stillwater Investment Management (Minnesota)
Minnesota
$726K +$4.49K +70 +0.6%
PCMC
1485
Private Capital Management (Colorado)
Colorado
$722K +$722K +11,260 New
AG
1486
Ascent Group
Virginia
$719K -$176K -2,750 -20%
FNBOH
1487
First National Bank of Hutchinson
Kansas
$719K +$24.4K +380 +4%
MBT
1488
Montecito Bank & Trust
California
$713K +$28.2K +440 +4%
PFGIA
1489
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$55.2K +860 +8%
PCS
1490
Personal CFO Solutions
New Jersey
$711K +$11.5K +180 +2%
IIA
1491
IPG Investment Advisors
California
$709K -$571K -8,900 -45%
IHL
1492
Investment House LLC
California
$708K +$25K +390 +4%
MW
1493
MBL Wealth
North Carolina
$707K +$4.49K +70 +0.6%
NVIM
1494
New Vernon Investment Management
Illinois
$706K – – –
AA
1495
Alta Advisers
United Kingdom
$706K – – –
MIM
1496
Morningstar Investment Management
Illinois
$704K -$91.7K -1,430 -12%
EFG
1497
Everhart Financial Group
Ohio
$702K +$68K +1,060 +11%
TC
1498
Telemus Capital
Michigan
$702K +$101K +1,570 +17%
OC
1499
Oakworth Capital
Alabama
$697K – – –
MPCG
1500
Matrix Private Capital Group
New York
$694K -$188K -2,930 -21%
58 59
60
61 62