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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 %
HCM
1651
Highlander Capital Management
New Jersey
$797K -$83K -1,000 -9%
BCA
1652
Bay Colony Advisors
Massachusetts
$796K +$376K +4,530 +90%
FCM
1653
Fourpath Capital Management
Oklahoma
$796K -$44K -530 -5%
ACI
1654
Alpha Cubed Investments
California
$794K +$138K +1,660 +21%
CRI
1655
Colonial River Investments
Virginia
$792K +$792K +9,540 New
AAP
1656
Arax Advisory Partners
Colorado
$789K +$175K +2,110 +29%
AC
1657
ASB Consultores
Florida
$786K -$314K -3,780 -29%
OPCM
1658
Osborne Partners Capital Management
California
$786K -$174K -2,100 -18%
CNBT
1659
Canandaigua National Bank & Trust
New York
$786K -$44.9K -540 -5%
MCM
1660
Manchester Capital Management
Vermont
$786K +$19.1K +230 +2%
CCM
1661
Carlson Capital Management
Minnesota
$782K +$32.4K +390 +4%
CW
1662
Channel Wealth
California
$781K -$202K -2,430 -21%
PWMG
1663
Prestige Wealth Management Group
New Jersey
$776K +$4.15K +50 +0.5%
IBOK
1664
Independence Bank of Kentucky
Kentucky
$769K -$33.2K -400 -4%
CWM
1665
Castle Wealth Management
Florida
$768K +$155K +1,870 +25%
KP
1666
Keel Point
Alabama
$764K -$72.3K -870 -9%
WWG
1667
West Wealth Group
California
$763K -$11.6K -140 -2%
EA
1668
Emerald Advisors
Washington
$763K -$161K -1,940 -17%
SQA
1669
Simon Quick Advisors
New Jersey
$762K +$244K +2,940 +47%
MPCG
1670
Matrix Private Capital Group
New York
$761K +$3.32K +40 +0.4%
BFO
1671
Biltmore Family Office
North Carolina
$756K -$8.31K -100 -1%
JCM
1672
Jacobi Capital Management
Pennsylvania
$755K +$7.48K +90 +1%
SFWA
1673
Summit Financial Wealth Advisors
Louisiana
$753K -$97.9K -1,090 -11%
CSA
1674
Cottage Street Advisors
Massachusetts
$751K +$83.9K +1,010 +13%
BAAM
1675
Baker Avenue Asset Management
California
$750K +$37.4K +450 +5%
65 66
67
68 69