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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1751
Virtue Capital Management
Tennessee
$373K +$81.2K +1,350 +29%
YIA
1752
YHB Investment Advisors
Connecticut
$373K +$3.01K +50 +0.9%
FAM
1753
Formidable Asset Management
Ohio
$372K -$87.8K -1,460 -20%
SRAM
1754
Spouting Rock Asset Management
Pennsylvania
$370K -$427K -7,100 -55%
TRIA
1755
Trail Ridge Investment Advisors
Colorado
$370K -$51.7K -860 -13%
RB
1756
Renasant Bank
Mississippi
$369K +$117K +1,950 +51%
GIM
1757
Guild Investment Management
California
$369K
BBA
1758
Braun-Bostich & Associates
Pennsylvania
$368K +$27.7K +460 +9%
SOS
1759
Silver Oak Securities
Tennessee
$367K +$9.63K +160 +3%
BCP
1760
Berkeley Capital Partners
Georgia
$367K -$590K -9,810 -63%
SFG
1761
Synergy Financial Group
California
$366K
JGIA
1762
Jackson Grant Investment Advisers
Connecticut
$364K +$11.4K +190 +3%
PAG
1763
Paladin Advisory Group
Iowa
$364K +$342K +5,680 New
SCM
1764
Silvant Capital Management
Georgia
$364K
MSAM
1765
Moloney Securities Asset Management
Missouri
$364K +$84.8K +1,410 +33%
FAG
1766
Fortitude Advisory Group
Washington
$362K +$6.02K +100 +2%
SAG
1767
SageView Advisory Group
California
$362K +$40.9K +680 +14%
NCM
1768
Noesis Capital Mangement
Florida
$362K -$7.22K -120 -2%
SFI
1769
SPC Financial Inc
Maryland
$362K +$339K +5,640 New
WA
1770
WBH Advisory
Maryland
$361K +$339K +5,630 New
CC
1771
Callan Capital
California
$361K -$7.82K -130 -2%
GI
1772
GS Investments
Minnesota
$359K +$15K +250 +5%
BMA
1773
Brooks Moore & Associates
Tennessee
$359K -$21.1K -350 -6%
SQA
1774
Simon Quick Advisors
New Jersey
$359K +$52.9K +880 +19%
EM
1775
Excalibur Management
Massachusetts
$359K

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.