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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1726
Allred Capital Management
Texas
$1.16M -$23.5K -210 -2%
FA
1727
Fountainhead AM
New Jersey
$1.16M +$1.16M +10,400 New
FOA
1728
Five Oceans Advisors
California
$1.16M +$34.6K +310 +3%
GWM
1729
GDS Wealth Management
Texas
$1.15M -$77K -690 -6%
EWM
1730
Evermay Wealth Management
Virginia
$1.14M -$49.1K -440 -4%
AL
1731
Aspiriant LLC
California
$1.14M -$15.6K -140 -1%
GIA
1732
Guyasuta Investment Advisors
Pennsylvania
$1.14M +$402K +3,600 +54%
SPWG
1733
Syntegra Private Wealth Group
Missouri
$1.14M +$160K +1,430 +16%
CCG
1734
Ceeto Capital Group
Florida
$1.13M – – –
NRS
1735
Neville Rodie & Shaw
New York
$1.13M – – –
APC
1736
Aspire Private Capital
North Carolina
$1.13M +$39.1K +350 +4%
CFFP
1737
Center for Financial Planning
Michigan
$1.13M -$48K -430 -4%
CW
1738
Channel Wealth
California
$1.13M +$79.3K +710 +8%
LCM
1739
LCM Capital Management
Illinois
$1.13M +$6.7K +60 +0.6%
MCM
1740
Manchester Capital Management
Vermont
$1.13M +$70.3K +630 +7%
FWA
1741
FSM Wealth Advisors
Ohio
$1.13M +$49.1K +440 +5%
APW
1742
Austin Private Wealth
Texas
$1.13M -$78.1K -700 -6%
NAG
1743
Northstar Advisory Group
New Jersey
$1.12M +$45.8K +410 +4%
SPFA
1744
Summit Place Financial Advisors
New Jersey
$1.12M +$3.35K +30 +0.3%
FPCP
1745
Fort Point Capital Partners
California
$1.12M +$25.7K +230 +2%
LAM
1746
Lewis Asset Management
California
$1.12M +$1.12M +10,010 New
NAAA
1747
New Age Alpha Advisors
New York
$1.12M +$1.12M +10,000 New
IBOK
1748
Independence Bank of Kentucky
Kentucky
$1.12M +$81.5K +730 +8%
CIS
1749
Custom Index Systems
New York
$1.11M +$1.11M +9,970 New
CA
1750
Continuum Advisory
Idaho
$1.11M -$217K -1,940 -16%
68 69
70
71 72