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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
TPW
1676
Transatlantique Private Wealth
New York
$433K -$215K -3,570 -35%
BO
1677
Bank OZK
Arkansas
$432K +$7.22K +120 +2%
PFG
1678
Prosperity Financial Group
California
$431K +$27.1K +450 +7%
WMS
1679
Wealth Management Solutions
Pennsylvania
$430K +$1.8K +30 +0.4%
WKSWA
1680
White Knight Strategic Wealth Advisors
New Jersey
$430K +$12.6K +210 +3%
PCH
1681
PGIM Custom Harvest
New Jersey
$429K +$36.7K +610 +10%
RWA
1682
Redhawk Wealth Advisors
Minnesota
$427K +$401K +6,660 New
WAM
1683
Wakefield Asset Management
Colorado
$427K -$3.01K -50 -0.7%
WB
1684
Webster Bank
Connecticut
$426K -$4.21K -70 -1%
TIA
1685
Tiemann Investment Advisors
California
$425K +$43.9K +730 +12%
OAJ
1686
Ogorek Anthony Joseph
New York
$425K +$399K +6,630 New
IWA
1687
Intercontinental Wealth Advisors
Texas
$425K -$1.2K -20 -0.3%
IGWM
1688
ICA Group Wealth Management
Colorado
$425K +$34.9K +580 +10%
RZH
1689
Relyea Zuckerberg Hanson
Connecticut
$424K +$141K +2,350 +55%
ONB
1690
Old National Bancorp
Indiana
$423K -$31.3K -520 -7%
CA
1691
Crewe Advisors
Utah
$422K +$69.8K +1,160 +21%
LOIP
1692
Live Oak Investment Partners
Texas
$422K
KCM
1693
KRS Capital Management
Michigan
$422K +$602 +10 +0.2%
CAC
1694
Core Alternative Capital
Georgia
$421K -$664K -11,040 -63%
GWS
1695
Glassman Wealth Services
Virginia
$421K -$92K -1,530 -19%
PWS
1696
Precision Wealth Strategies
Missouri
$420K -$26.5K -440 -6%
UCB
1697
United Community Bank
South Carolina
$420K
ICA
1698
Infrastructure Capital Advisors
New York
$420K +$16.2K +270 +4%
TP
1699
Tranquility Partners
Tennessee
$420K +$3.01K +50 +0.8%
BFM
1700
Boothbay Fund Management
New York
$419K -$1.76M -29,250 -82%

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.