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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 %
ACM
1601
Allred Capital Management
Texas
$881K +$39.9K +480 +5%
HFS
1602
Howard Financial Services
Texas
$881K +$14.1K +170 +2%
LIG
1603
Lokken Investment Group
Delaware
$880K +$57.3K +690 +7%
SB
1604
Strategic Blueprint
Georgia
$879K +$65.6K +790 +8%
CFFP
1605
Center for Financial Planning
Michigan
$875K -$1.66K -20 -0.2%
PCS
1606
Personal CFO Solutions
New Jersey
$875K +$6.65K +80 +0.8%
WorldQuant Millennium Advisors
1607
WorldQuant Millennium Advisors
New York
$872K +$872K +10,500 New
AA
1608
Apriem Advisors
California
$867K +$252K +3,040 +41%
QFA
1609
Quantum Financial Advisors
California
$865K +$190K +2,290 +28%
PFA
1610
Petra Financial Advisors
Colorado
$863K +$863K +10,390 New
AL
1611
Aspiriant LLC
California
$862K +$151K +1,820 +21%
GG
1612
Golden Green
South Carolina
$860K -$34.1K -410 -4%
RCM
1613
Raleigh Capital Management
North Carolina
$860K +$22.4K +270 +3%
RGF
1614
Retirement Guys Formula
Ohio
$855K +$159K +1,910 +23%
SAM
1615
SignalPoint Asset Management
Missouri
$850K +$10.8K +130 +1%
EDRH
1616
Edmond de Rothschild Holding
Switzerland
$848K -$197K -2,370 -19%
GHAM
1617
Gilman Hill Asset Management
Connecticut
$848K -$78.9K -950 -9%
CCFCSB
1618
Cape Cod Five Cents Savings Bank
Massachusetts
$847K +$458K +5,520 +118%
CCG
1619
Ceeto Capital Group
Florida
$843K -$415K -5,000 -33%
NRS
1620
Neville Rodie & Shaw
New York
$843K – – –
TBC
1621
Ted Buchan & Co
California
$842K -$53.2K -640 -6%
VNA
1622
Valley National Advisers
Pennsylvania
$841K +$34K +410 +4%
AWM
1623
Aprio Wealth Management
Georgia
$839K +$347K +4,180 +71%
RIM
1624
Redwood Investment Management
Arizona
$838K -$872K -10,500 -51%
FOA
1625
Five Oceans Advisors
California
$836K +$4.15K +50 +0.5%
63 64
65
66 67