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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
SOW
1826
State of Wyoming
Wyoming
$312K +$293K +4,870 New
OFG
1827
Oxford Financial Group
Indiana
$311K +$4.81K +80 +2%
BBWP
1828
Beacon Bridge Wealth Partners
Pennsylvania
$310K +$17.4K +290 +6%
FCAG
1829
First Capital Advisors Group
New Jersey
$309K +$290K +4,820 New
BCA
1830
Bay Colony Advisors
Massachusetts
$308K +$3.01K +50 +1%
DA
1831
Dover Advisors
Virginia
$308K +$16.2K +270 +6%
MSS
1832
Mitchell Sinkler & Starr
Pennsylvania
$306K +$21.1K +350 +8%
DWA
1833
Douglass Winthrop Advisors
New York
$306K
BB
1834
Berkshire Bank
Massachusetts
$305K +$4.21K +70 +1%
BOSSRA
1835
B.O.S.S. Retirement Advisors
Utah
$304K +$45.1K +750 +19%
ETIA
1836
Epic Trust Investment Advisors
Washington
$303K +$284K +4,720 New
TA
1837
TFB Advisors
Kansas
$303K -$5.42K -90 -2%
RFA
1838
Resurgent Financial Advisors
Georgia
$301K -$279K -4,640 -50%
IPW
1839
Intergy Private Wealth
Colorado
$300K +$13.2K +220 +5%
CCFCSB
1840
Cape Cod Five Cents Savings Bank
Massachusetts
$300K -$6.02K -100 -2%
FSA
1841
Financial Sense Advisors
California
$300K
AFG
1842
Allegheny Financial Group
Pennsylvania
$299K
OIM
1843
Oder Investment Management
California
$299K -$42.7K -710 -13%
FL
1844
Fort LP
Maryland
$298K -$116K -1,930 -29%
CC
1845
Corton Capital
Ontario, Canada
$298K -$113K -1,870 -29%
SWM
1846
Seed Wealth Management
Illinois
$297K
GFG
1847
Goldstone Financial Group
Illinois
$296K +$278K +4,620 New
SAM
1848
Secure Asset Management
Michigan
$293K +$15.6K +260 +6%
AWS
1849
Aspen Wealth Strategies
Colorado
$293K -$21.1K -350 -7%
CWA
1850
Canvas Wealth Advisors
Kansas
$292K -$54.7K -910 -16%

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.