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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 %
FMWA
1826
Forvis Mazars Wealth Advisors
Missouri
$520K -$87.2K -1,050 -14%
CWM
1827
C2C Wealth Management
Arizona
$519K – – –
WCA
1828
Waypoint Capital Advisors
Minnesota
$519K +$19.1K +230 +4%
MCCA
1829
Mill Creek Capital Advisors
Pennsylvania
$517K -$182K -2,190 -26%
PGWM
1830
Parisi Gray Wealth Management
New Jersey
$517K +$517K +6,220 New
SSB
1831
Sandy Spring Bank
Maryland
$516K +$24.1K +290 +5%
FMI
1832
F/M Investments
District of Columbia
$516K +$12.5K +150 +2%
LAM
1833
Lifestyle Asset Management
Texas
$512K +$201K +2,420 +65%
SRAM
1834
Spouting Rock Asset Management
Pennsylvania
$508K +$279K +3,360 +122%
DFG
1835
Delta Financial Group
New Jersey
$508K +$508K +6,120 New
SFG
1836
SevenBridge Financial Group
Pennsylvania
$507K +$6.65K +80 +1%
GPA
1837
Guidance Point Advisors
Massachusetts
$504K +$15.8K +190 +3%
EFG
1838
Ethos Financial Group
Pennsylvania
$503K +$12.5K +150 +3%
ICM
1839
IMS Capital Management
Oregon
$503K +$9.97K +120 +2%
FHC
1840
First Heartland Consultants
Missouri
$499K -$42.3K -510 -8%
CIG
1841
Cascade Investment Group
Colorado
$498K +$9.14K +110 +2%
1IA
1842
1620 Investment Advisors
Massachusetts
$494K -$4.98K -60 -1%
BHWM
1843
Bar Harbor Wealth Management
New Hampshire
$493K -$26.6K -320 -5%
B
1844
BetterWealth
California
$492K – – –
LCWP
1845
Legacy Capital Wealth Partners
Arkansas
$492K +$492K +5,920 New
JSW
1846
Journey Strategic Wealth
New Jersey
$489K -$284K -3,420 -37%
WAM
1847
Wakefield Asset Management
Colorado
$489K -$3.32K -40 -0.7%
SSWM
1848
Strait & Sound Wealth Management
California
$489K +$489K +5,890 New
DTC
1849
Davidson Trust Company
Washington
$487K +$34.9K +420 +8%
SFI
1850
SPC Financial Inc
Maryland
$487K +$78.9K +950 +19%
72 73
74
75 76