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Broadcom
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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 %
TCOT
1526
Trust Company of Toledo
Ohio
$1.69M +$325K +2,910 +24%
JC
1527
JBF Capital
Colorado
$1.67M – – –
PWP
1528
Precedent Wealth Partners
Texas
$1.67M +$1.67M +14,990 New
NL
1529
Navalign LLC
California
$1.67M -$42.4K -380 -2%
GJWM
1530
Gilliland Jeter Wealth Management
Arkansas
$1.67M +$1.67M +14,930 New
PFP
1531
Pinnacle Financial Partners
Tennessee
$1.66M +$142K +1,270 +9%
EFH
1532
Eaton Financial Holdings
Florida
$1.66M -$3.17M -28,400 -66%
OAJ
1533
Ogorek Anthony Joseph
New York
$1.66M +$6.7K +60 +0.4%
VPI
1534
Value Partners Investments
Manitoba, Canada
$1.65M +$104K +930 +7%
QWM
1535
Quadcap Wealth Management
Texas
$1.64M +$1.64M +14,710 New
BWP
1536
Balboa Wealth Partners
Arizona
$1.64M -$410K -3,670 -20%
ARC
1537
Advisor Resource Council
Texas
$1.64M +$779K +6,980 +90%
SPL
1538
Smart Portfolios LLC
Washington
$1.64M +$1.64M +12,950 New
HFM
1539
Hartford Financial Management
Connecticut
$1.63M +$21.2K +190 +1%
KCM
1540
KRS Capital Management
Michigan
$1.62M +$406K +3,640 +33%
JWWM
1541
Johnson & White Wealth Management
Pennsylvania
$1.62M +$65.9K +590 +4%
PFBT
1542
Parkside Financial Bank & Trust
Missouri
$1.62M +$180K +1,610 +12%
JSL
1543
JT Stratford LLC
Georgia
$1.62M -$297K -2,660 -16%
CAC
1544
Core Alternative Capital
Georgia
$1.61M -$102K -910 -6%
PIA
1545
Pinion Investment Advisors
Kansas
$1.6M -$201K -1,800 -11%
FWM
1546
Forza Wealth Management
Florida
$1.6M -$575K -5,150 -26%
CCA
1547
Childress Capital Advisors
Texas
$1.6M -$55.8K -500 -3%
PCM
1548
Princeton Capital Management
New Jersey
$1.59M +$100K +900 +7%
IP
1549
Ignite Planners
California
$1.59M -$105K -970 -6%
TPM
1550
Triasima Portfolio Management
Quebec, Canada
$1.59M +$1.59M +14,230 New
60 61
62
63 64