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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 %
WTB
1676
Washington Trust Bank
Washington
$266K -$11.5K -260 -4%
NCM
1677
Noesis Capital Mangement
Florida
$266K +$16.9K +380 +7%
NFSG
1678
Newbridge Financial Services Group
Florida
$266K +$154K +3,480 +138%
WIM
1679
WealthPlan Investment Management
Nebraska
$266K +$266K +5,140 New
GCP
1680
GSA Capital Partners
United Kingdom
$266K +$266K +5,990 New
DLA
1681
Douglas Lane & Associates
New York
$264K -$110K -2,470 -29%
KFP
1682
KMG Fiduciary Partners
Ohio
$262K – – –
WAAG
1683
Wealth Alliance Advisory Group
Kansas
$262K +$13.3K +300 +5%
First Manhattan
1684
First Manhattan
New York
$261K -$244K -5,500 -48%
OWM
1685
OneAscent Wealth Management
Alabama
$261K +$41.8K +940 +19%
CWM
1686
Centric Wealth Management
Illinois
$260K -$444 -10 -0.2%
PI
1687
Parkside Investments
Illinois
$260K +$260K +5,850 New
TPWA
1688
TRUE Private Wealth Advisors
Oregon
$259K +$17.7K +400 +7%
OPOWM
1689
One Plus One Wealth Management
Florida
$258K -$7.54K -170 -3%
B
1690
BetterWealth
California
$258K +$2.22K +50 +0.9%
CT
1691
Colonial Trust
South Carolina
$258K +$258K +5,820 New
MFS
1692
Mirabella Financial Services
United Kingdom
$256K +$256K +5,690 New
GIM
1693
Guild Investment Management
California
$255K +$32.9K +740 +15%
AF
1694
Apexium Financial
Texas
$254K +$254K +5,720 New
CFO
1695
Collective Family Office
Pennsylvania
$253K – – –
CCP
1696
Carmel Capital Partners
California
$253K – – –
SCM
1697
Silvant Capital Management
Georgia
$252K – – –
EWM
1698
Empirical Wealth Management
Washington
$252K +$252K +5,670 New
WWA
1699
WCG Wealth Advisors
Nevada
$251K -$149K -2,290 -37%
NWM
1700
Northcape Wealth Management
New York
$251K +$23.5K +530 +10%
66 67
68
69 70