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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
1551
RBF Capital
California
$867K – – –
MFS
1552
Monetta Financial Services
Illinois
$867K – – –
SPFA
1553
Summit Place Financial Advisors
New Jersey
$867K – – –
CI
1554
Clal Insurance
Israel
$867K -$434K -5,000 -33%
HI
1555
Hoey Investments
Pennsylvania
$866K +$338K +3,900 +64%
EW
1556
Evoke Wealth
California
$865K +$240K +2,770 +38%
MCCP
1557
Mission Creek Capital Partners
California
$862K +$17.3K +200 +2%
LIG
1558
Lokken Investment Group
Delaware
$859K +$859K +9,900 New
CA
1559
Continuum Advisory
Idaho
$858K +$64.2K +740 +8%
AFG
1560
ABLE Financial Group
Arizona
$856K +$221K +2,550 +35%
BFM
1561
Boothbay Fund Management
New York
$853K +$286K +3,300 +51%
Fiera Capital (Canada)
1562
Fiera Capital (Canada)
Quebec, Canada
$852K – – –
SB
1563
Strategic Blueprint
Georgia
$850K -$59K -680 -6%
LB
1564
Leo Brokerage
Texas
$848K -$166K -1,910 -16%
GCA
1565
Gradient Capital Advisors
California
$846K +$10.4K +120 +1%
VNA
1566
Valley National Advisers
Pennsylvania
$844K -$332K -3,820 -28%
DCM
1567
Deuterium Capital Management
Florida
$840K +$840K +9,680 New
PI
1568
PFG Investments
New York
$840K +$175K +2,020 +26%
IBOK
1569
Independence Bank of Kentucky
Kentucky
$838K -$43.4K -500 -5%
MSRI
1570
Michael S. Ryan Inc
New York
$838K +$838K +9,560 New
VSQM
1571
V-Square Quantitative Management
Illinois
$832K +$832K +9,590 New
SFWA
1572
Summit Financial Wealth Advisors
Louisiana
$822K -$59.9K -690 -7%
SCI
1573
Stableford Capital II
Arizona
$822K +$822K +9,750 New
CC
1574
Courier Capital
New York
$819K – – –
WCM
1575
WealthBridge Capital Management
Ohio
$815K +$815K +9,390 New
61 62
63
64 65