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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 %
CIM
1501
Caldwell Investment Management
Ontario, Canada
$1.07M -$743K -9,000 -41%
PFBT
1502
Parkside Financial Bank & Trust
Missouri
$1.07M +$53.2K +640 +5%
FAN
1503
Financial Advisors Network
California
$1.06M +$1.06M +12,810 New
CI
1504
CX Institutional
Indiana
$1.06M +$28.2K +340 +3%
NC
1505
NewSquare Capital
Pennsylvania
$1.06M -$60.6K -730 -5%
BS
1506
Bessemer Securities
New York
$1.06M -$415K -5,000 -28%
DWM
1507
Defined Wealth Management
Oregon
$1.05M +$8.31K +100 +0.8%
OWP
1508
Obermeyer Wealth Partners
Colorado
$1.05M +$21.6K +260 +2%
TVAMP
1509
Tennessee Valley Asset Management Partners
Tennessee
$1.05M -$25.7K -310 -2%
MCC
1510
Money Concepts Capital
Florida
$1.04M +$26.6K +320 +3%
DFC
1511
DB Fitzpatrick & Co
Idaho
$1.04M -$15K -180 -1%
EHWM
1512
Eads & Heald Wealth Management
Georgia
$1.04M +$193K +2,320 +23%
RMAM
1513
Raab & Moskowitz Asset Management
New Jersey
$1.04M -$4.98K -60 -0.5%
PP
1514
Patron Partners
Texas
$1.04M +$15K +180 +1%
AA
1515
AlphaMark Advisors
Kentucky
$1.04M +$34.9K +420 +3%
MA
1516
MONECO Advisors
Connecticut
$1.03M -$73.1K -880 -7%
MBT
1517
Montecito Bank & Trust
California
$1.03M +$66.4K +800 +7%
SW
1518
SlateStone Wealth
Florida
$1.03M -$19.1K -230 -2%
PCA
1519
Peddock Capital Advisors
Massachusetts
$1.03M +$21.6K +260 +2%
PIA
1520
Perennial Investment Advisors
California
$1.03M +$12.5K +150 +1%
RPWA
1521
Regent Peak Wealth Advisors
Georgia
$1.03M +$19.1K +230 +2%
DMBA
1522
Deseret Mutual Benefit Administrators
Utah
$1.03M -$135K -1,630 -12%
FIM
1523
Freedom Investment Management
Connecticut
$1.02M -$107K -1,290 -9%
CWM
1524
Connecticut Wealth Management
Connecticut
$1.02M +$397K +4,780 +64%
NJBEST
1525
New Jersey Better Educational Savings Trust
New Jersey
$1.02M – – –
59 60
61
62 63