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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
IIA
1501
IPG Investment Advisors
California
$709K -$535K -8,900 -45%
IHL
1502
Investment House LLC
California
$708K +$23.5K +390 +4%
MW
1503
MBL Wealth
North Carolina
$707K +$4.21K +70 +0.6%
ASBI
1504
American State Bank (Iowa)
Iowa
$706K +$6.02K +100 +0.9%
AA
1505
Alta Advisers
United Kingdom
$706K
NVIM
1506
New Vernon Investment Management
Illinois
$706K
MIM
1507
Morningstar Investment Management
Illinois
$704K -$86K -1,430 -12%
EFG
1508
Everhart Financial Group
Ohio
$702K +$63.8K +1,060 +11%
TC
1509
Telemus Capital
Michigan
$702K +$94.5K +1,570 +17%
OC
1510
Oakworth Capital
Alabama
$697K
MPCG
1511
Matrix Private Capital Group
New York
$694K -$176K -2,930 -21%
EA
1512
Emerald Advisors
Washington
$692K -$53.5K -890 -8%
ST
1513
Spinnaker Trust
Maine
$690K
DCM
1514
Dudley Capital Management
Virginia
$690K
RGF
1515
Retirement Guys Formula
Ohio
$686K -$18.6K -310 -3%
OTPPB
1516
Ontario Teachers' Pension Plan Board
Ontario, Canada
$684K -$301K -5,010 -32%
MC
1517
Maverick Capital
Texas
$684K +$277K +4,600 +76%
HCM
1518
Highlander Capital Management
New Jersey
$680K
EA
1519
Ellsworth Advisors
Ohio
$674K +$81.8K +1,360 +15%
CPIG
1520
Chicago Partners Investment Group
Illinois
$672K +$141K +2,340 +28%
SB
1521
Strategic Blueprint
Georgia
$671K +$26.5K +440 +4%
PWW
1522
Pettyjohn Wood & White
Virginia
$668K +$59K +980 +10%
NP
1523
Ninepoint Partners
Ontario, Canada
$668K +$105K +1,740 +20%
MA
1524
MCF Advisors
Kentucky
$663K +$42.7K +710 +7%
HFS
1525
Howard Financial Services
Texas
$662K +$7.82K +130 +1%

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.