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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1551
Jacobi Capital Management
Pennsylvania
$590K +$41.7K +650 +8%
HC
1552
Hamilton Capital
Ohio
$589K +$191K +2,980 +48%
GDP
1553
Great Diamond Partners
Maine
$587K -$17.3K -270 -3%
CA
1554
Continuum Advisory
Idaho
$587K -$7.7K -120 -1%
VC
1555
Veracity Capital
Georgia
$584K +$223K +3,480 +62%
ETH
1556
Exos TFP Holdings
New York
$581K +$298K +4,650 +105%
SMC
1557
Smith, Moore & Co
Missouri
$581K +$19.9K +310 +4%
ECA
1558
Elevated Capital Advisors
Utah
$581K – – –
SPWG
1559
Syntegra Private Wealth Group
Missouri
$580K +$6.42K +100 +1%
RCG
1560
Rock Creek Group
District of Columbia
$574K +$259K +4,040 +82%
NB
1561
Northwest Bancshares
Pennsylvania
$572K +$6.42K +100 +1%
AP
1562
Arlington Partners
Alabama
$572K +$407K +6,350 +247%
GFP
1563
Gryphon Financial Partners
Ohio
$572K +$5.13K +80 +0.9%
LCM
1564
LCM Capital Management
Illinois
$570K +$55.8K +870 +11%
CCM
1565
Carlson Capital Management
Minnesota
$565K -$19.9K -310 -3%
BP
1566
BBR Partners
New York
$563K -$1.93K -30 -0.3%
PW
1567
Peninsula Wealth
California
$563K +$12.2K +190 +2%
KP
1568
Keel Point
Alabama
$561K +$18.6K +290 +3%
HHGA
1569
Halbert Hargrove Global Advisors
California
$560K +$39.1K +610 +8%
CHP
1570
Cable Hill Partners
Oregon
$556K -$283K -4,410 -34%
C
1571
Certuity
Florida
$551K +$34.6K +540 +7%
AR
1572
Apeiron RIA
Texas
$550K -$38.1K -600 -6%
NWM
1573
Northcape Wealth Management
New York
$550K +$550K +8,570 New
CAMG
1574
CWA Asset Management Group
Florida
$548K +$296K +4,620 +118%
LWMM
1575
Legacy Wealth Management (Mississippi)
Mississippi
$548K – – –
61 62
63
64 65