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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1876
Accel Wealth Management
Iowa
$259K -$24.4K -380 -9%
SSW
1877
Smith Shellnut Wilson
Mississippi
$259K – – –
RWI
1878
Red Wave Investments
Pennsylvania
$259K +$8.34K +130 +3%
HFG
1879
Heron Financial Group
New York
$259K – – –
AO
1880
Advisor OS
Illinois
$259K +$8.34K +130 +3%
LCWP
1881
Legacy Capital Wealth Partners
Arkansas
$257K +$257K +4,010 New
TAM
1882
Titleist Asset Management
Texas
$257K +$257K +4,000 New
IGGA
1883
Iron Gate Global Advisors
Utah
$257K +$1.28K +20 +0.5%
C
1884
Covestor
United Kingdom
$256K -$13.5K -210 -5%
WTB
1885
Washington Trust Bank
Washington
$254K -$132K -2,050 -34%
NPT
1886
Nixon Peabody Trust
Massachusetts
$253K -$2.57K -40 -1%
B
1887
Barings
North Carolina
$253K – – –
HCP
1888
Hexagon Capital Partners
Arkansas
$253K -$98.7K -1,540 -28%
WDG
1889
Wealth Dimensions Group
Ohio
$252K – – –
CM
1890
Capula Management
Cayman Islands
$252K +$252K +3,930 New
RF
1891
Rollins Financial
Georgia
$252K +$1.93K +30 +0.8%
DFA
1892
DHJJ Financial Advisors
Illinois
$251K -$1.25K -20 -0.5%
IPW
1893
Invictus Private Wealth
Colorado
$250K -$33.4K -520 -12%
NRC
1894
New Republic Capital
North Carolina
$249K +$249K +3,880 New
MIA
1895
MainStreet Investment Advisors
Illinois
$248K +$8.34K +130 +3%
LFA
1896
LGT Financial Advisors
Texas
$248K +$248K +3,870 New
FWA
1897
FOCUS Wealth Advisors
Texas
$248K +$248K +3,860 New
CWM
1898
Circle Wealth Management
New Jersey
$243K +$642 +10 +0.3%
CWM
1899
Cordatus Wealth Management
Pennsylvania
$243K +$243K +3,790 New
DU
1900
Delphia (USA)
Ontario, Canada
$241K -$142K -2,220 -37%
74 75
76
77 78