AVGO icon

Broadcom
AVGO

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 %
SA
1601
SRN Advisors
Pennsylvania
$1.46M -$1.12M -9,990 -43%
SW
1602
SlateStone Wealth
Florida
$1.46M +$67K +600 +5%
QT
1603
Quantbot Technologies
New York
$1.45M +$1.45M +13,010 New
CW
1604
CIC Wealth
Maryland
$1.45M -$36.8K -330 -2%
EC
1605
Elequin Capital
New York
$1.45M +$1.23M +11,010 +553%
WLG
1606
Williamson Legacy Group
Indiana
$1.45M +$1.45M +12,960 New
C
1607
Certuity
Florida
$1.45M +$482K +4,320 +50%
WCAMG
1608
Woodard & Company Asset Management Group
North Carolina
$1.44M +$1.44M +12,900 New
CI
1609
CX Institutional
Indiana
$1.44M +$11.2K +100 +0.8%
FP
1610
Fiduciary Planning
Florida
$1.44M -$45.8K -410 -3%
T
1611
TOBAM
France
$1.44M +$801K +7,170 +126%
SQA
1612
Simon Quick Advisors
New Jersey
$1.43M +$409K +3,660 +40%
JWM
1613
Jeppson Wealth Management
California
$1.43M +$111K +990 +8%
AWM
1614
Aviso Wealth Management
Washington
$1.43M +$1.43M +12,800 New
OWMIAS
1615
One Wealth Management Investment & Advisory Services
Florida
$1.42M +$1.42M +12,730 New
PCMC
1616
Private Capital Management (Colorado)
Colorado
$1.42M +$126K +1,130 +10%
BTWM
1617
Baker Tilly Wealth Management
Wisconsin
$1.42M -$236K -2,110 -14%
GA
1618
GoalVest Advisory
New York
$1.42M -$201K -1,800 -12%
AA
1619
AlphaMark Advisors
Kentucky
$1.41M +$21.2K +190 +2%
DWM
1620
Defined Wealth Management
Oregon
$1.41M -$7.81K -70 -0.6%
AWM
1621
Aprio Wealth Management
Georgia
$1.4M +$273K +2,450 +24%
MCP
1622
Mirador Capital Partners
California
$1.4M +$74.8K +670 +6%
OW
1623
Olistico Wealth
Oklahoma
$1.4M +$89.3K +800 +7%
BCA
1624
Bay Colony Advisors
Massachusetts
$1.39M +$324K +2,900 +30%
PP
1625
Patron Partners
Texas
$1.39M – – –
63 64
65
66 67