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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
HPM
1776
Hoxton Planning & Management
West Virginia
$359K +$4.21K +70 +1%
SPP
1777
Single Point Partners
Massachusetts
$356K +$1.8K +30 +0.5%
BCM
1778
Brainard Capital Management
Texas
$352K +$2.41K +40 +0.7%
WAAG
1779
Wealth Alliance Advisory Group
Kansas
$352K -$12.6K -210 -4%
PSCM
1780
Per Stirling Capital Management
Texas
$351K -$103K -1,710 -24%
TI
1781
TTP Investments
California
$351K +$329K +5,470 New
IAMOG
1782
Investors Asset Management of Georgia
Georgia
$350K
AWM
1783
AllSquare Wealth Management
New York
$350K -$120K -2,000 -27%
OPOWM
1784
One Plus One Wealth Management
Florida
$350K -$22.3K -370 -6%
SPWG
1785
Sage Private Wealth Group
Illinois
$346K -$25.3K -420 -7%
TWM
1786
Thrive Wealth Management
Pennsylvania
$345K +$41.5K +690 +15%
PWM
1787
Prentice Wealth Management
New York
$344K +$43.9K +730 +16%
CG
1788
Corundum Group
Colorado
$341K -$45.1K -750 -12%
SIG
1789
Sargent Investment Group
Maryland
$341K -$73.4K -1,220 -19%
MHR
1790
Matthew Hamilton Rosenberg
$341K +$9.63K +160 +3%
SIC
1791
Samalin Investment Counsel
New York
$339K -$602 -10 -0.2%
FNBOO
1792
First National Bank of Omaha
Nebraska
$339K
AIM
1793
Athena Investment Management
California
$339K +$20.5K +340 +7%
MSWM
1794
McGlone Suttner Wealth Management
Wisconsin
$336K +$20.5K +340 +7%
CWP
1795
Core Wealth Partners
California
$336K -$1.37M -22,800 -81%
IIC
1796
Integrated Investment Consultants
Michigan
$335K -$25.9K -430 -8%
AF
1797
Apexium Financial
Texas
$334K -$30.7K -510 -9%
SPM
1798
Symmetry Peak Management
Pennsylvania
$334K +$313K +5,200 New
CCG
1799
Capital CS Group
California
$332K +$312K +5,180 New
TF
1800
Tompkins Financial
New York
$330K

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.