AVGO icon

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 %
HCM
1801
Howland Capital Management
Massachusetts
$321K +$78.9K +1,230 +33%
LL
1802
LPWM LLC
Minnesota
$321K – – –
SRC
1803
Shufro Rose & Co
New York
$321K – – –
PNAA
1804
Pictet North America Advisors
Switzerland
$321K – – –
AFP
1805
Ausdal Financial Partners
Iowa
$319K -$23.1K -360 -7%
KOC
1806
Koss-Olinger Consulting
Florida
$319K +$1.93K +30 +0.6%
MIS
1807
Morningstar Investment Services
Illinois
$318K +$318K +5,030 New
KI
1808
Kula Investments
Illinois
$318K +$318K +4,950 New
SIA
1809
SkyView Investment Advisors
New Jersey
$316K +$316K +4,930 New
FC
1810
Fulcrum Capital
Washington
$316K +$316K +4,920 New
FAM
1811
Family Asset Management
South Carolina
$315K +$2.56K +40 +0.8%
TCM
1812
Telos Capital Management
California
$314K +$14.1K +220 +5%
CCP
1813
Carmel Capital Partners
California
$312K -$133K -2,080 -30%
SOW
1814
State of Wyoming
Wyoming
$312K +$312K +4,870 New
OFG
1815
Oxford Financial Group
Indiana
$311K +$5.13K +80 +2%
BBWP
1816
Beacon Bridge Wealth Partners
Pennsylvania
$310K +$18.6K +290 +6%
FCAG
1817
First Capital Advisors Group
New Jersey
$309K +$309K +4,820 New
BCA
1818
Bay Colony Advisors
Massachusetts
$308K +$3.17K +50 +1%
DA
1819
Dover Advisors
Virginia
$308K +$17.3K +270 +6%
MSS
1820
Mitchell Sinkler & Starr
Pennsylvania
$306K +$22.5K +350 +8%
DWA
1821
Douglass Winthrop Advisors
New York
$306K – – –
BB
1822
Berkshire Bank
Massachusetts
$305K +$4.49K +70 +1%
BOSSRA
1823
B.O.S.S. Retirement Advisors
Utah
$304K +$48.1K +750 +19%
ETIA
1824
Epic Trust Investment Advisors
Washington
$303K +$303K +4,720 New
TA
1825
TFB Advisors
Kansas
$303K -$5.77K -90 -2%
71 72
73
74 75