AVGO icon

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 %
ALAM
1526
Asahi Life Asset Management
Japan
$1.02M -$41.5K -500 -4%
TCOT
1527
Trust Company of Toledo
Ohio
$1.01M +$442K +5,320 +77%
LRWA
1528
Long Run Wealth Advisors
New York
$1.01M -$134K -1,610 -12%
HC
1529
Hamilton Capital
Ohio
$1.01M +$72.3K +870 +8%
XF
1530
XML Financial
Maryland
$1.01M -$69K -830 -6%
LCM
1531
Lazari Capital Management
California
$1.01M – – –
AWM
1532
Abound Wealth Management
Tennessee
$1.01M +$831 +10 +0.1%
BWM
1533
Buckley Wealth Management
Nevada
$1.01M -$291K -3,500 -22%
PVI
1534
Pine Valley Investments
New Jersey
$1M +$247K +2,970 +33%
KLCM
1535
KG&L Capital Management
Louisiana
$1,000K +$37.4K +450 +4%
NB
1536
NBT Bank
New York
$996K +$768K +9,250 +338%
MWAM
1537
Manhattan West Asset Management
California
$992K +$324K +3,760 +49%
CMTU
1538
Capital Markets Trading (UK)
United Kingdom
$991K -$1.6M -19,270 -62%
SWA
1539
Sutton Wealth Advisors
Florida
$991K +$23.3K +280 +2%
AI
1540
Atom Investors
Texas
$989K +$442K +5,320 +81%
MCP
1541
Mirador Capital Partners
California
$986K +$21.6K +260 +2%
TT
1542
TI-Trust
Illinois
$984K – – –
CA
1543
Continuum Advisory
Idaho
$984K +$163K +1,960 +20%
JWM
1544
Jeppson Wealth Management
California
$983K -$5.81K -70 -0.6%
SWA
1545
SFMG Wealth Advisors
Texas
$983K -$105K -1,260 -10%
TAM
1546
Titleist Asset Management
Texas
$978K -$73.1K -880 -7%
VSQM
1547
V-Square Quantitative Management
Illinois
$978K +$181K +2,180 +23%
OW
1548
Olistico Wealth
Oklahoma
$975K +$33.2K +400 +4%
AGC
1549
Aspen Grove Capital
Colorado
$968K -$267K -3,210 -22%
FNBOH
1550
First National Bank of Hutchinson
Kansas
$967K +$22.4K +270 +2%
60 61
62
63 64