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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 %
NCM
1851
Noesis Capital Mangement
Florida
$487K – – –
SMWM
1852
Silvia McColl Wealth Management
California
$483K -$9.14K -110 -2%
HBWM
1853
Hollow Brook Wealth Management
New York
$483K – – –
MSWM
1854
McGlone Suttner Wealth Management
Wisconsin
$482K +$17.6K +210 +4%
CT
1855
Colonial Trust
South Carolina
$482K +$42.3K +510 +10%
BB
1856
Bell Bank
North Dakota
$478K +$77.2K +930 +19%
ESBC
1857
E.S. Barr & Co
Kentucky
$478K +$172K +2,070 +56%
GIM
1858
Guild Investment Management
California
$477K – – –
TWA
1859
Talisman Wealth Advisors
New Jersey
$477K -$20.8K -250 -4%
SIAG
1860
Safeguard Investment Advisory Group
California
$475K -$102K -1,230 -18%
CC
1861
Courier Capital
New York
$474K -$310K -3,730 -40%
T
1862
TOBAM
France
$474K +$205K +2,470 +76%
CWM
1863
Centric Wealth Management
Illinois
$474K – – –
SGCA
1864
Steel Grove Capital Advisors
Tennessee
$472K -$2.64M -31,750 -85%
PAG
1865
Paladin Advisory Group
Iowa
$472K – – –
SCM
1866
Silvant Capital Management
Georgia
$471K – – –
HS
1867
Horan Securities
United States
$470K -$184K -2,220 -28%
WE
1868
Wealth Effects
Massachusetts
$470K +$54K +650 +13%
VFA
1869
Voya Financial Advisors
Connecticut
$468K -$39.9K -480 -8%
TAM
1870
Townsend Asset Management
North Carolina
$467K – – –
GI
1871
GS Investments
Minnesota
$465K – – –
LWM
1872
Liberty Wealth Management
California
$465K -$853K -10,270 -65%
HGERS
1873
Householder Group Estate & Retirement Specialist
Arizona
$462K +$462K +5,560 New
AMR
1874
Asset Management Resources
Massachusetts
$461K -$1.66K -20 -0.4%
IAP
1875
Indie Asset Partners
Indiana
$460K – – –
73 74
75
76 77