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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 %
FFN
1501
Focus Financial Network
Minnesota
$406K -$70.6K -1,590 -15%
ARC
1502
Advisor Resource Council
Texas
$406K -$631K -14,210 -61%
KF
1503
Krilogy Financial
Missouri
$405K -$23.1K -520 -5%
LWP
1504
Lumature Wealth Partners
Georgia
$405K +$40K +900 +11%
SFP
1505
Sandbox Financial Partners
Maryland
$402K +$2.22K +50 +0.6%
WIM
1506
Westside Investment Management
California
$400K -$6.1K -350 -2%
RTC
1507
Riverview Trust Company
Washington
$400K -$109K -2,450 -21%
PBO
1508
Peoples Bank (Ohio)
Ohio
$399K -$17.8K -400 -4%
BFM
1509
Boothbay Fund Management
New York
$397K -$5.77K -130 -1%
BCM
1510
Bluefin Capital Management
New York
$397K +$130K +2,930 +49%
BBL
1511
Beck Bode LLC
Massachusetts
$396K +$103K +2,320 +35%
IBOK
1512
Independence Bank of Kentucky
Kentucky
$393K – – –
AAP
1513
Arax Advisory Partners
Colorado
$393K +$10.2K +230 +3%
ICG
1514
InterOcean Capital Group
Tennessee
$389K +$46.6K +1,050 +14%
EFG
1515
Everhart Financial Group
Ohio
$388K +$37.7K +850 +11%
ACM
1516
Anfield Capital Management
California
$387K – – –
LWMM
1517
Legacy Wealth Management (Mississippi)
Mississippi
$385K – – –
MM
1518
MQS Management
New York
$379K -$210K -4,730 -36%
CPW
1519
Catalyst Private Wealth
California
$377K -$887 -20 -0.2%
JWM
1520
Jeppson Wealth Management
California
$377K +$377K +8,490 New
JIP
1521
Jaffetilchin Investment Partners
Florida
$375K +$2.67K +60 +0.7%
PAM
1522
Premier Asset Management
Illinois
$374K -$265K -5,980 -41%
GFP
1523
Gryphon Financial Partners
Ohio
$374K -$7.54K -170 -2%
TPW
1524
Transatlantique Private Wealth
New York
$372K – – –
DU
1525
Delphia (USA)
Ontario, Canada
$371K -$166K -3,730 -31%
59 60
61
62 63