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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 %
CIM
1726
Contravisory Investment Management
Massachusetts
$234K – – –
YIA
1727
YHB Investment Advisors
Connecticut
$232K – – –
HCM
1728
Howland Capital Management
Massachusetts
$232K +$444 +10 +0.2%
CGFA
1729
Colton Groome Financial Advisors
North Carolina
$231K +$231K +5,210 New
PPP
1730
Private Portfolio Partners
New Jersey
$230K – – –
OFS
1731
OneAscent Financial Services
Alabama
$230K -$65.1K -1,470 -22%
MHR
1732
Matthew Hamilton Rosenberg
$229K +$8.89K +200 +4%
HC
1733
Hamilton Capital
Ohio
$229K +$19.5K +440 +9%
FSA
1734
Fort Sheridan Advisors
Illinois
$227K – – –
WEG
1735
World Equity Group
Illinois
$225K +$10.2K +230 +5%
GI
1736
GAMCO Investors
Connecticut
$225K +$225K +5,070 New
FSA
1737
Financial Sense Advisors
California
$225K +$225K +5,070 New
VWM
1738
Venturi Wealth Management
Texas
$225K +$225K +5,070 New
WCA
1739
Waypoint Capital Advisors
Minnesota
$224K -$2.68K -60 -1%
SIC
1740
Samalin Investment Counsel
New York
$223K – – –
CWA
1741
Canvas Wealth Advisors
Kansas
$223K +$223K +4,830 New
SRC
1742
Shufro Rose & Co
New York
$223K +$223K +5,030 New
PNAA
1743
Pictet North America Advisors
Switzerland
$222K -$6.22K -140 -3%
LL
1744
LPWM LLC
Minnesota
$222K – – –
AR
1745
Apeiron RIA
Texas
$222K – – –
HIIFS
1746
Harel Insurance Investments & Financial Services
Israel
$221K -$934K -20,740 -81%
SFS
1747
Stiles Financial Services
Minnesota
$220K +$1.33K +30 +0.6%
WWM
1748
Wolff Wiese Magana
California
$219K -$40.3K -910 -16%
BBA
1749
Braun-Bostich & Associates
Pennsylvania
$219K -$28.4K -640 -11%
VAM
1750
Verity Asset Management
North Carolina
$218K +$218K +4,910 New
68 69
70
71 72