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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 %
LCM
1626
LCM Capital Management
Illinois
$834K +$72.3K +870 +9%
CI
1627
Clal Insurance
Israel
$831K – – –
SPFA
1628
Summit Place Financial Advisors
New Jersey
$831K – – –
RC
1629
RBF Capital
California
$831K – – –
TC
1630
Telemus Capital
Michigan
$830K -$32.4K -390 -4%
CFSG
1631
Community Financial Services Group
Vermont
$828K +$828K +9,970 New
CM
1632
Columbus Macro
Pennsylvania
$824K -$172K -2,070 -17%
HIS
1633
Harvest Investment Services
Illinois
$821K +$821K +9,880 New
GCA
1634
Gradient Capital Advisors
California
$819K +$9.14K +110 +1%
SCI
1635
Stableford Capital II
Arizona
$818K +$12.4K +150 +2%
OCG
1636
Opus Capital Group
Ohio
$816K -$283K -3,410 -26%
Fiera Capital (Canada)
1637
Fiera Capital (Canada)
Quebec, Canada
$816K – – –
PW
1638
Peninsula Wealth
California
$815K +$37.1K +430 +5%
DCM
1639
Driehaus Capital Management
Illinois
$815K +$205K +2,470 +34%
PPC
1640
Park Place Capital
Alabama
$813K -$105K -1,270 -11%
FPCP
1641
Fort Point Capital Partners
California
$813K -$81.4K -980 -9%
APC
1642
Aspire Private Capital
North Carolina
$813K -$177K -2,130 -18%
XS
1643
XR Securities
Illinois
$808K -$236K -2,840 -23%
MCCP
1644
Mission Creek Capital Partners
California
$808K -$17.4K -210 -2%
UAS
1645
United Asset Strategies
New York
$807K +$164K +1,980 +26%
CFS
1646
Commonwealth Financial Services
West Virginia
$805K +$805K +9,690 New
MSRI
1647
Michael S. Ryan Inc
New York
$804K – – –
NAG
1648
Northstar Advisory Group
New Jersey
$802K +$802K +9,660 New
FWA
1649
FSM Wealth Advisors
Ohio
$802K -$294K -3,540 -27%
HFM
1650
Hartford Funds Management
Pennsylvania
$799K +$483K +5,810 +153%
64 65
66
67 68