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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1626
First Heartland Consultants
Missouri
$482K +$25.3K +420 +6%
AF
1627
Advisornet Financial
Minnesota
$481K +$4.81K +80 +1%
MWM
1628
Modera Wealth Management
New Jersey
$481K +$57.2K +950 +15%
ACA
1629
Atlas Capital Advisors
Wyoming
$481K +$336K +5,580 +291%
AA
1630
Apriem Advisors
California
$475K -$18K -300 -4%
MA
1631
MKT Advisors
California
$473K -$3.01K -50 -0.7%
TFCP
1632
Twin Focus Capital Partners
Massachusetts
$472K +$16.8K +280 +4%
AFG
1633
ABLE Financial Group
Arizona
$470K +$440K +7,320 New
GAM
1634
Gould Asset Management
California
$469K -$6.02K -100 -1%
PIM
1635
Provident Investment Management
Michigan
$469K +$168K +2,800 +62%
KIG
1636
Kowal Investment Group
Wisconsin
$469K -$42.7K -710 -9%
CAM
1637
Campion Asset Management
Virginia
$468K +$18K +300 +4%
WFI
1638
West Family Investments
California
$468K
NSEDCP
1639
NJ State Employees Deferred Compensation Plan
New Jersey
$466K
CWM
1640
Castle Wealth Management
Florida
$466K +$437K +7,260 New
TWA
1641
Tandem Wealth Advisors
Arizona
$463K -$12K -200 -3%
WCM
1642
Wedge Capital Management
North Carolina
$463K
PVI
1643
Pine Valley Investments
New Jersey
$462K +$470K +7,820 New
CA
1644
Cornerstone Advisory
Maryland
$462K -$76.4K -1,270 -15%
EW
1645
Evoke Wealth
California
$462K +$53.5K +890 +14%
AMR
1646
Asset Management Resources
Massachusetts
$460K -$273K -4,540 -39%
PCTC
1647
Perkins Coie Trust Company
Washington
$460K +$359K +5,960 +493%
GIA
1648
Guyasuta Investment Advisors
Pennsylvania
$459K +$16.2K +270 +4%
SP
1649
Saranac Partners
$459K +$430K +7,150 New
BFG
1650
Berger Financial Group
Minnesota
$456K -$8.42K -140 -2%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.