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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
AC
1526
Avestar Capital
New York
$660K +$89K +1,480 +17%
CFFP
1527
Center for Financial Planning
Michigan
$658K +$6.02K +100 +1%
ACM
1528
Allred Capital Management
Texas
$656K +$38.5K +640 +7%
SIM
1529
Stratos Investment Management
Ohio
$654K +$33.1K +550 +6%
SFWA
1530
Summit Financial Wealth Advisors
Louisiana
$652K
LIM
1531
Leavell Investment Management
Alabama
$652K -$75.2K -1,250 -11%
BFO
1532
Biltmore Family Office
North Carolina
$652K -$170K -2,830 -22%
IBOK
1533
Independence Bank of Kentucky
Kentucky
$652K +$78.2K +1,300 +15%
NRS
1534
Neville Rodie & Shaw
New York
$651K
CRWM
1535
Castle Rock Wealth Management
California
$650K +$7.22K +120 +1%
WA
1536
Waverly Advisors
Alabama
$644K +$131K +2,180 +28%
MCM
1537
Manchester Capital Management
Vermont
$642K -$16.2K -270 -3%
CNBT
1538
Canandaigua National Bank & Trust
New York
$642K +$602K +10,010 New
MFS
1539
Monetta Financial Services
Illinois
$642K
RC
1540
RBF Capital
California
$642K
SPFA
1541
Summit Place Financial Advisors
New Jersey
$642K
PA
1542
PFG Advisors
Arizona
$639K -$9.63K -160 -2%
KF
1543
Krilogy Financial
Missouri
$634K +$25.9K +430 +5%
HFP
1544
Holistic Financial Partners
Indiana
$631K +$44.5K +740 +8%
OW
1545
Olistico Wealth
Oklahoma
$631K +$31.3K +520 +6%
Fiera Capital (Canada)
1546
Fiera Capital (Canada)
Quebec, Canada
$630K -$27.7K -460 -4%
RCM
1547
Raleigh Capital Management
North Carolina
$630K +$27.1K +450 +5%
CWM
1548
Cahaba Wealth Management
Georgia
$629K -$19.3K -320 -3%
PWMG
1549
Prestige Wealth Management Group
New Jersey
$628K -$288K -4,790 -33%
MCCP
1550
Mission Creek Capital Partners
California
$625K -$32.5K -540 -5%

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.