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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 %
PA
1576
PFG Advisors
Arizona
$917K -$24.9K -300 -3%
IHL
1577
Investment House LLC
California
$917K – – –
MFG
1578
Menard Financial Group
Texas
$914K +$314K +3,780 +52%
GWM
1579
GDS Wealth Management
Texas
$914K -$56.5K -680 -6%
AA
1580
Alta Advisers
United Kingdom
$914K – – –
NVIM
1581
New Vernon Investment Management
Illinois
$914K – – –
PCIG
1582
Partners Capital Investment Group
Massachusetts
$913K +$549K +6,610 +151%
PI
1583
PFG Investments
New York
$911K +$107K +1,290 +13%
PWS
1584
Precision Wealth Strategies
Missouri
$910K +$487K +5,860 +115%
APA
1585
Astoria Portfolio Advisors
New York
$907K -$188K -2,280 -17%
HP
1586
Hilltop Partners
Indiana
$906K +$201K +2,420 +29%
KCM
1587
KRS Capital Management
Michigan
$906K +$198K +2,390 +28%
DCM
1588
Dudley Capital Management
Virginia
$905K – – –
CFD
1589
Creative Financial Designs
Indiana
$901K +$52.3K +630 +6%
NME
1590
Notis-McConarty Edward
$897K -$303K -3,650 -25%
APW
1591
Austin Private Wealth
Texas
$895K -$163K -1,960 -15%
ST
1592
Spinnaker Trust
Maine
$894K – – –
PFGIA
1593
Patriot Financial Group Insurance Agency
Massachusetts
$893K -$12.5K -150 -1%
MW
1594
MBL Wealth
North Carolina
$889K -$8.31K -100 -0.9%
EWM
1595
Evermay Wealth Management
Virginia
$888K -$194K -2,330 -18%
NG
1596
Norden Group
Utah
$888K +$888K +10,690 New
LAS
1597
Lloyd Advisory Services
Georgia
$888K +$888K +10,690 New
VC
1598
Vicus Capital
Pennsylvania
$888K +$183K +2,200 +26%
I
1599
InceptionR
California
$885K +$466K +5,610 +111%
FFC
1600
First Financial Corp
Indiana
$883K +$761K +9,160 +623%
62 63
64
65 66