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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1476
Stratos Wealth Advisors
Ohio
$756K -$31.3K -520 -4%
FPCP
1477
Fort Point Capital Partners
California
$756K +$602 +10 +0.1%
GWM
1478
GDS Wealth Management
Texas
$754K -$10.2K -170 -1%
XF
1479
XML Financial
Maryland
$753K -$10.8K -180 -2%
MCP
1480
Mirador Capital Partners
California
$753K +$4.81K +80 +0.7%
Wealth Enhancement Advisory Services
1481
Wealth Enhancement Advisory Services
Minnesota
$753K +$706K +11,740 New
PCA
1482
Peddock Capital Advisors
Massachusetts
$753K +$106K +1,760 +18%
LB
1483
Leo Brokerage
Texas
$750K +$703K +11,690 New
PIA
1484
Perennial Investment Advisors
California
$749K +$66.2K +1,100 +10%
EMG
1485
ETF Managers Group
New Jersey
$747K +$10.2K +170 +1%
SI
1486
Saxon Interests
Texas
$746K +$65K +1,080 +10%
BJL
1487
Brighton Jones LLC
Washington
$743K +$31.3K +520 +5%
BAM
1488
Blueshift Asset Management
New Jersey
$742K +$695K +11,560 New
GP
1489
Girard Partners
Pennsylvania
$741K +$23.5K +390 +3%
OHIS
1490
Oak Harvest Investment Services
Texas
$739K -$10.8K -180 -2%
FWA
1491
FSM Wealth Advisors
Ohio
$733K +$8.42K +140 +1%
SAM
1492
SignalPoint Asset Management
Missouri
$727K -$49.3K -820 -7%
GCM
1493
Gallacher Capital Management
Colorado
$727K +$682K +11,330 New
SIMM
1494
Stillwater Investment Management (Minnesota)
Minnesota
$726K +$4.21K +70 +0.6%
PCMC
1495
Private Capital Management (Colorado)
Colorado
$722K +$677K +11,260 New
AG
1496
Ascent Group
Virginia
$719K -$165K -2,750 -20%
FNBOH
1497
First National Bank of Hutchinson
Kansas
$719K +$22.9K +380 +4%
MBT
1498
Montecito Bank & Trust
California
$713K +$26.5K +440 +4%
PFGIA
1499
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$51.7K +860 +8%
PCS
1500
Personal CFO Solutions
New Jersey
$711K +$10.8K +180 +2%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.