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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 %
LAM
1551
L2 Asset Management
Massachusetts
$1.59M +$1.15M +10,300 +264%
PIM
1552
Plato Investment Management
Australia
$1.58M +$1.58M +14,170 New
CWC
1553
Carolinas Wealth Consulting
North Carolina
$1.58M +$21.2K +190 +1%
TFA
1554
Transamerica Financial Advisors
Florida
$1.58M -$722K -6,470 -31%
MA
1555
MCF Advisors
Kentucky
$1.58M +$89.3K +800 +6%
LS
1556
Leelyn Smith
Illinois
$1.58M -$88.2K -790 -5%
JWCA
1557
J.W. Coons Advisors
Ohio
$1.57M +$77K +690 +5%
MA
1558
MONECO Advisors
Connecticut
$1.57M +$180K +1,610 +13%
GWM
1559
Greenwich Wealth Management
Connecticut
$1.56M -$20.1K -180 -1%
OIA
1560
Optimum Investment Advisors
Illinois
$1.56M -$137K -1,230 -8%
OGC
1561
Oak Grove Capital
New Hampshire
$1.56M -$90.4K -810 -5%
DFA
1562
Delta Financial Advisors
Louisiana
$1.56M +$774K +6,930 +99%
AC
1563
Allstate Corporation
Illinois
$1.55M -$84.8K -760 -5%
MBT
1564
Montecito Bank & Trust
California
$1.55M +$162K +1,450 +12%
AGC
1565
Aspen Grove Capital
Colorado
$1.55M +$266K +2,410 +21%
OWP
1566
Obermeyer Wealth Partners
Colorado
$1.55M +$134K +1,200 +9%
CAWM
1567
Capital Advisors Wealth Management
Washington
$1.55M -$851K -7,620 -35%
ST
1568
Smithfield Trust
Pennsylvania
$1.55M -$26.7K -240 -2%
FAN
1569
Financial Advisors Network
California
$1.55M +$115K +1,030 +8%
MW
1570
MBL Wealth
North Carolina
$1.54M +$348K +3,120 +29%
MS
1571
Maven Securities
Jersey
$1.54M -$18.5M -166,170 -92%
TC
1572
Taika Capital
Florida
$1.54M -$4.24M -38,000 -73%
PA
1573
PFG Advisors
Arizona
$1.54M +$305K +2,730 +25%
MWA
1574
Meridian Wealth Advisors
Texas
$1.53M -$106K -950 -6%
RAM
1575
Ramirez Asset Management
New York
$1.53M – – –
61 62
63
64 65