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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1801
Zullo Investment Group
Pennsylvania
$552K +$4.15K +50 +0.8%
GIA
1802
Guyasuta Investment Advisors
Pennsylvania
$552K -$14.1K -170 -2%
WB
1803
Webster Bank
Connecticut
$550K – – –
FMP
1804
Financial Management Professionals
Texas
$549K -$2.49K -30 -0.5%
LOIP
1805
Live Oak Investment Partners
Texas
$547K -$571K – –
SIM
1806
SSI Investment Management
California
$544K -$4.15K -50 -0.8%
SRC
1807
Sage Rhino Capital
California
$543K -$6.64K -80 -1%
NFSG
1808
Newbridge Financial Services Group
Florida
$542K +$132K +1,590 +32%
FWM
1809
Fairhaven Wealth Management
Illinois
$542K – – –
FAM
1810
Formidable Asset Management
Ohio
$541K +$28.2K +340 +6%
CCIA
1811
Campbell & Co Investment Adviser
Maryland
$541K +$23.3K +280 +4%
IPW
1812
Inlet Private Wealth
Florida
$539K -$359K -4,320 -40%
KMWM
1813
Keudell/Morrison Wealth Management
Oregon
$538K -$35.7K -430 -6%
TIA
1814
Tiemann Investment Advisors
California
$537K -$2.49K -30 -0.5%
CC
1815
Callan Capital
California
$537K +$140K +1,690 +35%
AFC
1816
AFT Forsyth & Company
Florida
$533K +$87.2K +1,050 +20%
KC
1817
Kades & Cheifetz
Pennsylvania
$532K +$9.14K +110 +2%
VA
1818
Valmark Advisers
Ohio
$532K +$49K +590 +10%
DLA
1819
Douglas Lane & Associates
New York
$530K +$7.47K +90 +1%
KFGK
1820
Keystone Financial Group (Kentucky)
Kentucky
$529K +$28.2K +340 +6%
CWM
1821
Cornerstone Wealth Management
Missouri
$528K +$72.3K +870 +16%
HFW
1822
Horizon Family Wealth
Illinois
$525K +$33.2K +400 +7%
PBO
1823
Peoples Bank (Ohio)
Ohio
$524K -$98K -1,180 -16%
ST
1824
Sabal Trust
Florida
$523K +$107K +1,290 +26%
RDWM
1825
Red Door Wealth Management
Tennessee
$520K -$1.23M -14,840 -70%
71 72
73
74 75