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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1626
Kayne Anderson Rudnick Investment Management
California
$714K -$428K -4,930 -37%
MAWA
1627
Moss Adams Wealth Advisors
Washington
$710K +$31.3K +360 +5%
NWM
1628
Northcape Wealth Management
New York
$706K -$37.3K -430 -5%
QFA
1629
Quantum Financial Advisors
California
$704K – – –
CSA
1630
Cottage Street Advisors
Massachusetts
$697K +$697K +8,030 New
RZH
1631
Relyea Zuckerberg Hanson
Connecticut
$696K +$122K +1,410 +21%
BPWM
1632
Badgley Phelps Wealth Managers
Washington
$696K -$3.47K -40 -0.5%
CAAS
1633
Capital Asset Advisory Services
Michigan
$695K -$46.2K -520 -6%
MCM
1634
Magnolia Capital Management
New York
$694K – – –
MCM
1635
Maytus Capital Management
New York
$694K -$4.51M -52,000 -87%
VW
1636
Vantage Wealth
California
$694K – – –
RB
1637
Renasant Bank
Mississippi
$690K +$191K +2,200 +38%
ACI
1638
Alpha Cubed Investments
California
$686K -$669K -7,710 -49%
HS
1639
Horan Securities
United States
$683K +$10.4K +120 +2%
OWA
1640
Octavia Wealth Advisors
Ohio
$683K -$24.3K -280 -3%
C
1641
Certuity
Florida
$680K -$65K -750 -9%
SIM
1642
Studio Investment Management
Illinois
$677K +$677K +7,800 New
CPW
1643
Catalyst Private Wealth
California
$671K -$41.6K -480 -6%
MWAM
1644
Manhattan West Asset Management
California
$671K -$19.1K -220 -3%
UAS
1645
United Asset Strategies
New York
$671K +$671K +7,740 New
MWM
1646
Mattern Wealth Management
Kansas
$669K +$1.74K +20 +0.3%
OL
1647
Owen LaRue
Kentucky
$667K +$667K +7,610 New
CIC
1648
Chilton Investment Company
Connecticut
$665K – – –
HBW
1649
Hazlett, Burt & Watson
West Virginia
$662K -$144K -1,660 -18%
JCM
1650
Jacobsen Capital Management
Utah
$658K +$68.5K +790 +12%
64 65
66
67 68