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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1651
SFMG Wealth Advisors
Texas
$1.33M +$13.4K +120 +1%
PIM
1652
Provident Investment Management
Michigan
$1.33M +$515K +4,610 +63%
AA
1653
Alta Advisers
United Kingdom
$1.33M +$102K +910 +8%
PWW
1654
Pettyjohn Wood & White
Virginia
$1.32M +$25.7K +230 +2%
VSQM
1655
V-Square Quantitative Management
Illinois
$1.31M – – –
OC
1656
Oakworth Capital
Alabama
$1.31M +$78.1K +700 +6%
BOH
1657
Bank of Hawaii
Hawaii
$1.31M +$1.31M +11,710 New
LIM
1658
Leavell Investment Management
Alabama
$1.3M +$68.1K +610 +6%
NC
1659
NewSquare Capital
Pennsylvania
$1.3M -$119K -1,070 -8%
ACM
1660
Arlington Capital Management
Illinois
$1.3M +$1.3M +11,660 New
GP
1661
Girard Partners
Pennsylvania
$1.3M +$10.1K +90 +0.8%
CG
1662
CFO4Life Group
Texas
$1.3M +$27.9K +250 +2%
OL
1663
OneFund LLC
Florida
$1.3M +$1.3M +11,610 New
FHWM
1664
Fox Hill Wealth Management
Massachusetts
$1.29M +$1.29M +11,590 New
TW
1665
TritonPoint Wealth
Maryland
$1.29M +$1.29M +11,540 New
BAM
1666
Beaumont Asset Management
Texas
$1.29M -$2.23K -20 -0.2%
LRWA
1667
Long Run Wealth Advisors
New York
$1.29M -$77K -690 -6%
MFG
1668
Menard Financial Group
Texas
$1.29M +$56.9K +510 +5%
MCC
1669
Money Concepts Capital
Florida
$1.28M -$116K -1,040 -8%
BWM
1670
Buckley Wealth Management
Nevada
$1.28M -$72.6K -650 -5%
FNBOH
1671
First National Bank of Hutchinson
Kansas
$1.27M -$27.9K -250 -2%
GI
1672
GS Investments
Minnesota
$1.27M +$646K +5,790 +103%
IHL
1673
Investment House LLC
California
$1.27M +$38K +340 +3%
TT
1674
TI-Trust
Illinois
$1.27M -$55.8K -500 -4%
FFO
1675
Fiduciary Family Office
Florida
$1.26M +$1.26M +11,320 New
65 66
67
68 69