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Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1876
Heritage Wealth Advisors
Virginia
$40.8K -$22.2K -500 -35%
NICM
1877
Neo Ivy Capital Management
New York
$40K +$40K +900 New
RG
1878
Retirement Group
California
$39K -$55K -1,240 -58%
HFS
1879
HBC Financial Services
Washington
$39K +$6.5K +150 +20%
CHC
1880
City Holding Co
West Virginia
$38K – – –
TC
1881
Tacita Capital
Ontario, Canada
$38K – – –
AFS
1882
Annapolis Financial Services
Maryland
$38K +$16.3K +370 +76%
Parallax Volatility Advisers
1883
Parallax Volatility Advisers
California
$38K +$26.8K +600 +240%
CTA
1884
Colonial Trust Advisors
South Carolina
$36K +$36K +820 New
NF
1885
Norwood Financial
Pennsylvania
$33K – – –
RDFA
1886
Ritter Daniher Financial Advisory
Ohio
$33K +$19.2K +430 +139%
T
1887
TOBAM
France
$32K -$28K -630 -47%
DMKJ
1888
David M. Knott Jr
$32K – – –
WAS
1889
Winch Advisory Services
Wisconsin
$30K -$3.53K -80 -11%
WA
1890
Win Advisors
Florida
$30K -$441 -10 -1%
FPFS
1891
First Personal Financial Services
North Carolina
$30K +$16.8K +380 +127%
AIM
1892
Axiom Investment Management
New York
$30K +$30K +670 New
JWA
1893
JFS Wealth Advisors
Pennsylvania
$29K -$18K -410 -38%
SIS
1894
Sound Income Strategies
Florida
$29K -$4.46K -100 -13%
FCT
1895
First Community Trust
Iowa
$29K – – –
CMP
1896
Coston McIsaac & Partners
Maine
$28K – – –
BBPWM
1897
Blue Bell Private Wealth Management
Pennsylvania
$28K +$2.22K +50 +9%
DI
1898
Disciplined Investments
Oklahoma
$28K +$5.78K +130 +26%
PWS
1899
Paragon Wealth Strategies
Florida
$27K +$27K +610 New
TFM
1900
TFC Financial Management
Massachusetts
$25K – – –
74 75
76
77 78