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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 %
SWM
1701
Shelton Wealth Management
Texas
$702K +$14.1K +170 +2%
RTC
1702
Riverview Trust Company
Washington
$702K – – –
PFA
1703
Pathway Financial Advisors
Vermont
$698K +$189K +2,270 +37%
SFP
1704
Sandbox Financial Partners
Maryland
$698K -$52.3K -630 -7%
SFG
1705
Synergy Financial Group
California
$695K +$83.9K +1,010 +14%
AC
1706
Albar Capital
United Kingdom
$694K +$694K +8,360 New
MAWA
1707
Moss Adams Wealth Advisors
Washington
$694K +$14.2K +170 +2%
CWM
1708
Cahaba Wealth Management
Georgia
$694K -$52.3K -630 -7%
EL
1709
EMFO LLC
Florida
$694K +$436K +5,250 +169%
VEA
1710
Virtus ETF Advisers
New York
$692K -$326K -3,920 -32%
FGAM
1711
Financial Gravity Asset Management
Texas
$688K -$15.9M -8,320 -96%
RA
1712
Rational Advisors
New York
$684K -$360K -4,340 -34%
RZH
1713
Relyea Zuckerberg Hanson
Connecticut
$682K +$15.8K +190 +2%
YIA
1714
YHB Investment Advisors
Connecticut
$680K +$52.3K +630 +8%
MSR
1715
Main Street Research
Connecticut
$679K +$158K +1,900 +30%
MIM
1716
Morningstar Investment Management
Illinois
$679K -$232K -2,800 -26%
GWS
1717
Glassman Wealth Services
Virginia
$676K +$133K +1,600 +24%
AIA
1718
Angeles Investment Advisors
California
$674K -$101K -1,220 -13%
VC
1719
Veracity Capital
Georgia
$673K -$248K -2,990 -27%
KA
1720
Klingman & Associates
New York
$671K +$411K +4,950 +158%
GCMG
1721
Gyroscope Capital Management Group
Florida
$670K -$243K -2,930 -27%
VP
1722
Verum Partners
North Carolina
$670K +$114K +1,370 +20%
GFP
1723
Gryphon Financial Partners
Ohio
$668K +$57.3K +690 +9%
NB
1724
Northwest Bancshares
Pennsylvania
$667K -$23.3K -280 -3%
OWA
1725
Octavia Wealth Advisors
Ohio
$667K +$12.5K +150 +2%
67 68
69
70 71