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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
1676
ICA Group Wealth Management
Colorado
$425K +$37.2K +580 +10%
RZH
1677
Relyea Zuckerberg Hanson
Connecticut
$424K +$151K +2,350 +55%
ONB
1678
Old National Bancorp
Indiana
$423K -$33.4K -520 -7%
CA
1679
Crewe Advisors
Utah
$422K +$74.4K +1,160 +21%
LOIP
1680
Live Oak Investment Partners
Texas
$422K -$330K – –
KCM
1681
KRS Capital Management
Michigan
$422K +$641 +10 +0.2%
CAC
1682
Core Alternative Capital
Georgia
$421K -$708K -11,040 -63%
GWS
1683
Glassman Wealth Services
Virginia
$421K -$98.1K -1,530 -19%
PWS
1684
Precision Wealth Strategies
Missouri
$420K -$28.2K -440 -6%
UCB
1685
United Community Bank
South Carolina
$420K – – –
ICA
1686
Infrastructure Capital Advisors
New York
$420K +$17.3K +270 +4%
TP
1687
Tranquility Partners
Tennessee
$420K +$3.21K +50 +0.8%
BFM
1688
Boothbay Fund Management
New York
$419K -$1.88M -29,250 -82%
MCCA
1689
Mill Creek Capital Advisors
Pennsylvania
$419K -$7.7K -120 -2%
GPA
1690
Guidance Point Advisors
Massachusetts
$418K – – –
RSWM
1691
Robertson Stephens Wealth Management
California
$418K +$116K +1,810 +39%
FMWA
1692
Forvis Mazars Wealth Advisors
Missouri
$413K -$9.62K -150 -2%
LA
1693
LexAurum Advisors
Kansas
$413K -$57.7K -900 -12%
TCOT
1694
Trust Company of Toledo
Ohio
$411K +$8.98K +140 +2%
CWM
1695
Cornerstone Wealth Management
Missouri
$409K +$409K +6,380 New
PPC
1696
Park Place Capital
Alabama
$408K +$10.9K +170 +3%
SWRP
1697
Summit Wealth & Retirement Planning
California
$404K -$219K -3,420 -35%
KC
1698
Kades & Cheifetz
Pennsylvania
$404K – – –
PWM
1699
Paulson Wealth Management
Illinois
$404K +$8.34K +130 +2%
GCM
1700
Gladius Capital Management
Illinois
$403K +$97.5K +1,520 +32%
66 67
68
69 70