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Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
1651
Lion Street Advisors
Texas
$280K +$280K +6,320 New
RF
1652
Rollins Financial
Georgia
$279K -$35.5K -800 -11%
SFG
1653
SevenBridge Financial Group
Pennsylvania
$278K +$1.77K +40 +0.6%
TCOT
1654
Trust Company of Toledo
Ohio
$278K +$15.5K +350 +6%
CWM
1655
C2C Wealth Management
Arizona
$277K – – –
CA
1656
Crewe Advisors
Utah
$276K +$25.3K +570 +10%
MSFS
1657
Main Street Financial Solutions
Pennsylvania
$276K +$276K +6,210 New
CFS
1658
Capital Financial Services
New York
$275K -$55K -1,240 -17%
WA
1659
Waddell & Associates
Tennessee
$275K -$1.77K -40 -0.6%
SFI
1660
SPC Financial Inc
Maryland
$274K +$24K +540 +10%
TF
1661
Tompkins Financial
New York
$273K +$11.5K +260 +4%
SFA
1662
Source Financial Advisors
New York
$272K -$5.33K -120 -2%
SDWMA
1663
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K -$2.66K -60 -1%
PFA
1664
Pathway Financial Advisors
Vermont
$272K – – –
FRA
1665
Frank Rimerman Advisors
California
$272K +$12.4K +280 +5%
IF
1666
Insight Folios
North Carolina
$271K -$104K -2,340 -28%
RG
1667
Rathbones Group
United Kingdom
$271K +$271K +6,100 New
PFWA
1668
Paces Ferry Wealth Advisors
Georgia
$270K +$1.33K +30 +0.5%
BMA
1669
Brooks Moore & Associates
Tennessee
$269K -$26.7K -600 -9%
TC
1670
TAP Consulting
Missouri
$269K – – –
KFGK
1671
Keystone Financial Group (Kentucky)
Kentucky
$269K +$5.33K +120 +2%
KCM
1672
Karp Capital Management
California
$268K -$3.1M -69,820 -92%
BHWM
1673
Bar Harbor Wealth Management
New Hampshire
$267K -$21.8K -490 -8%
CPO
1674
Cerity Partners OCIO
New York
$267K +$32.9K +740 +14%
SMA
1675
Sage Mountain Advisors
Georgia
$266K -$27.5K -620 -9%
65 66
67
68 69