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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 %
RAM
1501
Redmond Asset Management
Virginia
$1.77M -$503K -4,510 -22%
GAAM
1502
Guinness Atkinson Asset Management
California
$1.77M -$141K -1,260 -7%
SSA
1503
Schonfeld Strategic Advisors
New York
$1.76M -$25M -224,050 -93%
LWM
1504
Lyell Wealth Management
California
$1.76M +$60.3K +540 +4%
OHWP
1505
Oak Harbor Wealth Partners
North Carolina
$1.76M -$273K -2,450 -13%
CT
1506
Chicago Trust
Illinois
$1.75M +$17.9K +160 +1%
MSS
1507
Mitchell Sinkler & Starr
Pennsylvania
$1.75M +$800K +7,170 +84%
LIM
1508
Letson Investment Management
Georgia
$1.75M +$1.75M +15,680 New
HA
1509
Herold Advisors
New York
$1.75M -$55.8K -500 -3%
GA
1510
Geller Advisors
New York
$1.75M +$100K +900 +6%
AWG
1511
Altus Wealth Group
Colorado
$1.74M +$12.3K +110 +0.7%
AF
1512
Advisornet Financial
Minnesota
$1.73M +$43.5K +390 +3%
GFP
1513
Gryphon Financial Partners
Ohio
$1.73M +$863K +8,010 +100%
PCP
1514
Proficio Capital Partners
Massachusetts
$1.73M +$83.7K +750 +5%
EGA
1515
E&G Advisors
Texas
$1.73M – – –
DA
1516
Doliver Advisors
Texas
$1.73M -$309K -2,770 -15%
EFG
1517
Everhart Financial Group
Ohio
$1.72M +$262K +2,350 +18%
NF
1518
Nikulski Financial
Iowa
$1.72M +$48K +430 +3%
GPFA
1519
Game Plan Financial Advisors
Ohio
$1.72M +$1.72M +15,430 New
Fiera Capital (Canada)
1520
Fiera Capital (Canada)
Quebec, Canada
$1.72M +$623K +5,580 +57%
CTC
1521
Cetera Trust Company
Minnesota
$1.71M +$1.71M +15,360 New
RMDI
1522
R.M. Davis Inc
Maine
$1.71M -$42.4K -380 -2%
SI
1523
Saxon Interests
Texas
$1.71M -$2.04M -18,320 -54%
SPC
1524
Sigma Planning Corp
Michigan
$1.71M -$3.7M -33,160 -68%
CBT
1525
Central Bank & Trust
Kentucky
$1.69M +$119K +1,070 +8%
59 60
61
62 63