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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1751
Paladin Advisory Group
Iowa
$364K +$364K +5,680 New
SCM
1752
Silvant Capital Management
Georgia
$364K – – –
MSAM
1753
Moloney Securities Asset Management
Missouri
$364K +$90.5K +1,410 +33%
FAG
1754
Fortitude Advisory Group
Washington
$362K +$6.42K +100 +2%
SAG
1755
SageView Advisory Group
California
$362K +$43.7K +680 +14%
NCM
1756
Noesis Capital Mangement
Florida
$362K -$7.69K -120 -2%
SFI
1757
SPC Financial Inc
Maryland
$362K +$362K +5,640 New
WA
1758
WBH Advisory
Maryland
$361K +$361K +5,630 New
CC
1759
Callan Capital
California
$361K -$8.34K -130 -2%
GI
1760
GS Investments
Minnesota
$359K +$16K +250 +5%
BMA
1761
Brooks Moore & Associates
Tennessee
$359K -$22.4K -350 -6%
SQA
1762
Simon Quick Advisors
New Jersey
$359K +$56.5K +880 +19%
EM
1763
Excalibur Management
Massachusetts
$359K – – –
HPM
1764
Hoxton Planning & Management
West Virginia
$359K +$4.49K +70 +1%
SPP
1765
Single Point Partners
Massachusetts
$356K +$1.92K +30 +0.5%
BCM
1766
Brainard Capital Management
Texas
$352K +$2.57K +40 +0.7%
WAAG
1767
Wealth Alliance Advisory Group
Kansas
$352K -$13.5K -210 -4%
PSCM
1768
Per Stirling Capital Management
Texas
$351K -$110K -1,710 -24%
TI
1769
TTP Investments
California
$351K +$351K +5,470 New
IAMOG
1770
Investors Asset Management of Georgia
Georgia
$350K – – –
AWM
1771
AllSquare Wealth Management
New York
$350K -$128K -2,000 -27%
OPOWM
1772
One Plus One Wealth Management
Florida
$350K -$23.7K -370 -6%
SPWG
1773
Sage Private Wealth Group
Illinois
$346K -$27K -420 -7%
TWM
1774
Thrive Wealth Management
Pennsylvania
$345K +$44.3K +690 +15%
PWM
1775
Prentice Wealth Management
New York
$344K +$46.8K +730 +16%
69 70
71
72 73