AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1551
Alera Investment Advisors
Illinois
$343K -$1.33K -30 -0.4%
SWA
1552
SFMG Wealth Advisors
Texas
$343K +$92.1K +2,140 +37%
APW
1553
Austin Private Wealth
Texas
$342K -$2.22K -50 -0.6%
FG
1554
Fiduciary Group
Georgia
$342K +$6.07K +120 +2%
OWA
1555
Octavia Wealth Advisors
Ohio
$341K -$4.88K -110 -1%
CIC
1556
Chilton Investment Company
Connecticut
$341K – – –
JCM
1557
Jacobi Capital Management
Pennsylvania
$341K +$42.1K +950 +14%
GP
1558
Girard Partners
Pennsylvania
$339K -$20.8K -470 -6%
HW
1559
Hamilton Wealth
California
$339K +$49.7K +1,120 +17%
TRIA
1560
Trail Ridge Investment Advisors
Colorado
$338K -$92.3K -1,780 -21%
CIC
1561
Chase Investment Counsel
Virginia
$336K – – –
PP
1562
PDS Planning
Ohio
$336K +$22.7K +510 +7%
SIG
1563
Sargent Investment Group
Maryland
$334K -$12K -250 -3%
HS
1564
Horan Securities
United States
$333K +$2.22K +50 +0.7%
SFO
1565
Stokes Family Office
Louisiana
$333K +$112K +2,520 +51%
PA
1566
Procyon Advisors
Connecticut
$332K -$27.5K -620 -8%
SFCL
1567
Strengthening Families & Communities LLC
Massachusetts
$330K +$24.4K +550 +8%
MA
1568
MKT Advisors
California
$329K -$4.88K -110 -1%
SFG
1569
Sather Financial Group
Texas
$328K -$22.2K -500 -6%
BWP
1570
Baldwin Wealth Partners
Massachusetts
$328K -$6.22K -140 -2%
MFG
1571
Menard Financial Group
Texas
$327K +$119K +2,680 +57%
PWW
1572
Pettyjohn Wood & White
Virginia
$325K +$325K +7,320 New
VFA
1573
Voya Financial Advisors
Connecticut
$324K +$63.1K +1,400 +24%
NSEDCP
1574
NJ State Employees Deferred Compensation Plan
New Jersey
$323K – – –
WCM
1575
Wedge Capital Management
North Carolina
$323K +$10.2K +230 +3%
61 62
63
64 65