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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
KMWM
1651
Keudell/Morrison Wealth Management
Oregon
$456K -$4.81K -80 -1%
ZIG
1652
Zullo Investment Group
Pennsylvania
$454K +$4.21K +70 +1%
SFG
1653
Sather Financial Group
Texas
$454K
APW
1654
Aurora Private Wealth
New Jersey
$451K +$2.41K +40 +0.6%
SRC
1655
Sage Rhino Capital
California
$451K -$6.02K -100 -1%
WDC
1656
Woodward Diversified Capital
California
$450K +$1.2K +20 +0.3%
AWM
1657
Ameliora Wealth Management
Switzerland
$450K +$422K +7,010 New
QC
1658
Quent Capital
New York
$449K +$24.1K +400 +6%
DFA
1659
Delta Financial Advisors
Louisiana
$449K -$26.5K -440 -6%
Nomura Holdings
1660
Nomura Holdings
Japan
$448K -$4.42M -73,390 -91%
GC
1661
Gilbert & Cook
Iowa
$445K +$4.21K +70 +1%
SBF
1662
Sara-Bay Financial
Florida
$445K -$57.2K -950 -12%
FFA
1663
Farther Finance Advisors
California
$445K +$13.2K +220 +3%
MFG
1664
Menard Financial Group
Texas
$444K -$88.4K -1,470 -18%
IAS
1665
Insigneo Advisory Services
Florida
$444K -$16.8K -280 -4%
TCM
1666
True Capital Management
California
$443K +$29.5K +490 +8%
SFS
1667
Stiles Financial Services
Minnesota
$443K +$1.8K +30 +0.4%
SFA
1668
Source Financial Advisors
New York
$442K +$19.9K +330 +5%
XS
1669
XR Securities
Illinois
$441K -$107K -1,780 -21%
CT
1670
Coastline Trust
Rhode Island
$440K
VFA
1671
Voya Financial Advisors
Connecticut
$440K -$7.82K -130 -2%
MCC
1672
Malaga Cove Capital
California
$439K
JCM
1673
Jacobsen Capital Management
Utah
$436K +$409K +6,800 New
WWMSC
1674
Wagner Wealth Management (South Carolina)
South Carolina
$435K +$14.4K +240 +4%
OGC
1675
Oak Grove Capital
New Hampshire
$434K -$569K -9,450 -58%

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.