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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 %
PCMU
1476
Paragon Capital Management (Utah)
Utah
$1.16M +$565K +6,800 +95%
VPI
1477
Value Partners Investments
Manitoba, Canada
$1.15M -$164K -1,970 -12%
EA
1478
Ellsworth Advisors
Ohio
$1.14M +$217K +2,500 +23%
RAM
1479
Ramirez Asset Management
New York
$1.14M +$1.14M +13,740 New
HI
1480
Hoey Investments
Pennsylvania
$1.14M +$307K +3,700 +37%
CFSG
1481
Clark Financial Services Group
Missouri
$1.14M -$14.1K -170 -1%
RWPA
1482
Richard W. Paul & Associates
Michigan
$1.13M -$174K -2,100 -13%
PFP
1483
Pinnacle Financial Partners
Tennessee
$1.13M -$380K -4,580 -25%
WCM
1484
Windsor Capital Management
Arizona
$1.12M -$123K -1,480 -10%
JWCA
1485
J.W. Coons Advisors
Ohio
$1.11M +$54K +650 +5%
PCM
1486
Princeton Capital Management
New Jersey
$1.11M +$1.11M +13,380 New
CPIG
1487
Chicago Partners Investment Group
Illinois
$1.11M +$176K +2,040 +19%
IFAM
1488
Institutional & Family Asset Management
Colorado
$1.11M -$29.9K -360 -3%
MA
1489
MCF Advisors
Kentucky
$1.11M +$9.97K +120 +0.9%
SLG
1490
Stanley-Laman Group
Pennsylvania
$1.11M +$1.11M +13,360 New
CW
1491
CIC Wealth
Maryland
$1.11M +$16.6K +200 +2%
CAMG
1492
CWA Asset Management Group
Florida
$1.11M +$255K +3,070 +30%
LSA
1493
Lion Street Advisors
Texas
$1.11M +$1.11M +13,310 New
CCM
1494
Community Capital Management
Florida
$1.1M -$556K -6,700 -34%
FP
1495
Fiduciary Planning
Florida
$1.1M -$208K -2,500 -16%
BWP
1496
BSW Wealth Partners
Colorado
$1.1M -$130K -1,560 -11%
FMTC
1497
Farmers & Merchants Trust Company
California
$1.1M -$163K -1,960 -13%
WMA
1498
Wealth Management Associates
New Jersey
$1.1M +$15K +180 +1%
EFG
1499
Everhart Financial Group
Ohio
$1.09M +$85.6K +1,030 +9%
BIP
1500
Blueprint Investment Partners
North Carolina
$1.08M -$8.31K -100 -0.8%
58 59
60
61 62