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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 %
SR
1676
Syntax Research
Florida
$748K +$748K +9,010 New
CM
1677
CastleKnight Management
New York
$748K – – –
ECA
1678
Elevated Capital Advisors
Utah
$747K -$26.6K -320 -3%
FTA
1679
Financial & Tax Architects
Missouri
$747K +$134K +1,610 +22%
FDDB
1680
Fidelity D&D Bancorp
Pennsylvania
$746K +$746K +8,980 New
AFG
1681
ABLE Financial Group
Arizona
$743K -$77.2K -930 -9%
OFG
1682
OmniStar Financial Group
North Carolina
$741K +$163K +1,920 +28%
LWA
1683
Lineweaver Wealth Advisors
Ohio
$734K +$734K +8,820 New
MSAM
1684
Moloney Securities Asset Management
Missouri
$732K -$40.7K -490 -5%
SPWG
1685
Syntegra Private Wealth Group
Missouri
$730K -$29.9K -360 -4%
LCGC
1686
Legacy Capital Group California
California
$728K +$4.98K +60 +0.7%
CAAS
1687
Capital Asset Advisory Services
Michigan
$726K +$42K +480 +6%
CT
1688
Coastline Trust
Rhode Island
$726K +$121K +1,460 +20%
TF
1689
Trek Financial
Arizona
$725K +$18.3K +220 +3%
LWMM
1690
Legacy Wealth Management (Mississippi)
Mississippi
$722K +$12.5K +150 +2%
SMC
1691
Smith, Moore & Co
Missouri
$721K -$1.66K -20 -0.2%
AWA
1692
Aaron Wealth Advisors
Illinois
$720K +$15.8K +190 +2%
AAM
1693
AMI Asset Management
California
$717K -$4.15K -50 -0.6%
C
1694
Certuity
Florida
$716K +$65.6K +790 +10%
PWM
1695
Paulson Wealth Management
Illinois
$715K -$15K -180 -2%
SAG
1696
SageView Advisory Group
California
$715K +$120K +1,450 +20%
QC
1697
Quent Capital
New York
$714K +$99.7K +1,200 +16%
JF
1698
JSF Financial
California
$709K +$709K +8,540 New
MSS
1699
Mitchell Sinkler & Starr
Pennsylvania
$707K +$311K +3,740 +78%
AR
1700
Apeiron RIA
Texas
$703K -$41.5K -500 -6%
66 67
68
69 70