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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 %
PWW
1551
Pettyjohn Wood & White
Virginia
$965K +$49.8K +600 +5%
Cohen & Steers
1552
Cohen & Steers
New York
$963K -$370K -4,450 -28%
PCMC
1553
Private Capital Management (Colorado)
Colorado
$963K +$19.9K +240 +2%
BCM
1554
Bluefin Capital Management
New York
$962K -$450K -5,420 -32%
AWS
1555
Aspen Wealth Strategies
Colorado
$961K +$85.6K +1,030 +10%
WSFS
1556
Wilmington Savings Fund Society
Delaware
$961K +$6.65K +80 +0.7%
CA
1557
Crumly & Associates
Illinois
$960K -$275K -3,310 -22%
BAM
1558
Beaumont Asset Management
Texas
$959K -$52.3K -630 -5%
GP
1559
Girard Partners
Pennsylvania
$959K – – –
CPC
1560
Cookson Peirce & Co
Pennsylvania
$958K -$715K -8,610 -43%
CG
1561
Cutler Group
California
$952K -$4.17M -50,190 -81%
RMCM
1562
Reynders McVeigh Capital Management
Massachusetts
$948K -$34.1K -410 -3%
CG
1563
CFO4Life Group
Texas
$946K +$611K +7,360 +183%
CBTWT
1564
Community Bank & Trust (Waco, Texas)
Texas
$946K +$65.7K +1,480 +7%
EW
1565
Evoke Wealth
California
$944K +$116K +1,400 +14%
GBT
1566
Grove Bank & Trust
Florida
$939K -$188K -2,260 -17%
WFC
1567
Western Financial Corp
California
$937K +$667K +8,030 +247%
MIS
1568
Morningstar Investment Services
Illinois
$936K +$308K +3,700 +49%
WA
1569
Waverly Advisors
Alabama
$935K +$68.9K +830 +8%
OA
1570
Oxbow Advisors
Texas
$927K -$648K -7,800 -41%
GC
1571
Garde Capital
Washington
$923K +$8.31K +100 +0.9%
TCOO
1572
Trust Company of Oklahoma
Oklahoma
$922K – – –
LIM
1573
Leavell Investment Management
Alabama
$919K +$4.16K +50 +0.5%
OC
1574
Oakworth Capital
Alabama
$919K +$1.66K +20 +0.2%
FFN
1575
Focus Financial Network
Minnesota
$919K +$151K +1,820 +20%
61 62
63
64 65