AVGO icon

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 %
NB
1476
NBT Bank
New York
$1.87M +$528K +4,730 +39%
AF
1477
Apollon Financial
South Carolina
$1.86M +$1.86M +16,670 New
IAS
1478
Insigneo Advisory Services
Florida
$1.85M +$8.93K +80 +0.5%
E3F
1479
Eight 31 Financial
Texas
$1.85M +$1.85M +16,600 New
IIA
1480
ICW Investment Advisors
Arizona
$1.85M +$11.2K +100 +0.6%
FCB
1481
First County Bank
Connecticut
$1.84M -$7.81K -70 -0.4%
SOS
1482
Silver Oak Securities
Tennessee
$1.84M +$1.23M +11,050 +203%
RSA
1483
River Street Advisors
Illinois
$1.83M -$77K -690 -4%
PI
1484
Pettee Investors
Connecticut
$1.83M +$1.83M +16,370 New
MGIU
1485
M&G Investments (USA)
Illinois
$1.83M +$1.83M +16,360 New
VBCG
1486
Valley Brook Capital Group
Pennsylvania
$1.83M +$67K +600 +4%
IF
1487
Intrua Financial
Texas
$1.82M -$97.1K -870 -5%
SCM
1488
Seascape Capital Management
New Hampshire
$1.82M -$20.1K -180 -1%
PFS
1489
Physicians Financial Services
North Carolina
$1.81M -$5.58K -50 -0.3%
AI
1490
AXS Investments
New York
$1.81M +$61.4K +550 +4%
SSA
1491
Sierra Summit Advisors
Nevada
$1.81M +$1.81M +16,230 New
MIP
1492
Marietta Investment Partners
Wisconsin
$1.8M +$5.58K +50 +0.3%
MCWA
1493
Meadow Creek Wealth Advisors
Georgia
$1.8M +$1.8M +16,140 New
AWE
1494
Avidian Wealth Enterprises
Texas
$1.79M +$133K +1,190 +8%
AWM
1495
Accurate Wealth Management
Florida
$1.79M -$156K -1,420 -8%
ZIMP
1496
Zimmermann Investment Management & Planning
Pennsylvania
$1.79M +$217K +1,940 +14%
EWA
1497
Exencial Wealth Advisors
Oklahoma
$1.78M +$108K +970 +6%
RIA
1498
Regal Investment Advisors
Michigan
$1.78M -$13.4K -120 -0.7%
CBFP
1499
Cedar Brook Financial Partners
Ohio
$1.77M +$140K +1,270 +9%
WSC
1500
Wellington Shields & Co
New York
$1.77M +$29K +260 +2%
58 59
60
61 62