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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 %
CM
1751
Columbus Macro
Pennsylvania
$1.11M +$3.34K +30 +0.3%
CC
1752
Centiva Capital
New York
$1.11M -$7.97M -71,400 -88%
HC
1753
Hara Capital
Washington
$1.11M +$1.11M +9,910 New
CAAS
1754
Capital Asset Advisory Services
Michigan
$1.11M +$180K +1,610 +19%
VFPI
1755
Vantage Financial Partners (Illinois)
Illinois
$1.1M +$604K +5,410 +122%
KOC
1756
Koss-Olinger Consulting
Florida
$1.1M +$571K +5,120 +109%
AA
1757
Apriem Advisors
California
$1.09M -$71.4K -640 -6%
PFA
1758
Petra Financial Advisors
Colorado
$1.09M -$65.8K -590 -6%
TBC
1759
Ted Buchan & Co
California
$1.09M -$39.1K -350 -3%
FC
1760
FCA Corp
Texas
$1.08M +$1.08M +9,690 New
CWM
1761
Castle Wealth Management
Florida
$1.08M +$46.9K +420 +5%
PWMG
1762
Prestige Wealth Management Group
New Jersey
$1.08M +$35.7K +320 +3%
PW
1763
Peninsula Wealth
California
$1.08M +$22.3K +200 +2%
IGWM
1764
ICA Group Wealth Management
Colorado
$1.08M +$228K +2,040 +27%
SAM
1765
SignalPoint Asset Management
Missouri
$1.08M -$67K -600 -6%
MSRI
1766
Michael S. Ryan Inc
New York
$1.07M – – –
DMBA
1767
Deseret Mutual Benefit Administrators
Utah
$1.06M -$315K -2,820 -23%
OM
1768
OV Management
Minnesota
$1.06M +$1.06M +9,490 New
TAM
1769
Titleist Asset Management
Texas
$1.06M -$258K -2,310 -20%
FIM
1770
Freedom Investment Management
Connecticut
$1.06M -$319K -2,860 -23%
HP
1771
Hilltop Partners
Indiana
$1.05M -$166K -1,490 -14%
RA
1772
Rational Advisors
New York
$1.05M +$131K +1,170 +14%
KP
1773
Keel Point
Alabama
$1.05M +$22.3K +200 +2%
AF
1774
Apexium Financial
Texas
$1.05M +$176K +1,580 +20%
TFIPS
1775
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.05M +$1.05M +9,370 New
69 70
71
72 73