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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
UF
1801
Univest Financial
Pennsylvania
$330K +$86.6K +1,440 +39%
WFA
1802
WMG Financial Advisors
Tennessee
$329K +$27.1K +450 +10%
MAG
1803
MRA Advisory Group
New Jersey
$329K -$20.5K -340 -6%
CFD
1804
Creative Financial Designs
Indiana
$327K +$25.9K +430 +9%
WP
1805
WealthPLAN Partners
Nebraska
$327K +$16.8K +280 +6%
VAM
1806
Verity Asset Management
North Carolina
$327K +$9.02K +150 +3%
PAM
1807
Peak Asset Management
Colorado
$325K +$304K +5,060 New
CIA
1808
Choate Investment Advisors
Massachusetts
$325K
MPI
1809
Mairs & Power Inc
Minnesota
$324K +$304K +5,050 New
VWM
1810
Venturi Wealth Management
Texas
$323K -$602 -10 -0.2%
AI
1811
Atom Investors
Texas
$322K -$147K -2,450 -33%
PPP
1812
Private Portfolio Partners
New Jersey
$322K -$8.42K -140 -3%
HCM
1813
Howland Capital Management
Massachusetts
$321K +$74K +1,230 +33%
LL
1814
LPWM LLC
Minnesota
$321K
PNAA
1815
Pictet North America Advisors
Switzerland
$321K
SRC
1816
Shufro Rose & Co
New York
$321K
AFP
1817
Ausdal Financial Partners
Iowa
$319K -$21.7K -360 -7%
KOC
1818
Koss-Olinger Consulting
Florida
$319K +$1.8K +30 +0.6%
MIS
1819
Morningstar Investment Services
Illinois
$318K +$303K +5,030 New
KI
1820
Kula Investments
Illinois
$318K +$298K +4,950 New
SIA
1821
SkyView Investment Advisors
New Jersey
$316K +$297K +4,930 New
FC
1822
Fulcrum Capital
Washington
$316K +$296K +4,920 New
FAM
1823
Family Asset Management
South Carolina
$315K +$2.41K +40 +0.8%
TCM
1824
Telos Capital Management
California
$314K +$13.2K +220 +5%
CCP
1825
Carmel Capital Partners
California
$312K -$125K -2,080 -30%

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.