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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
SCM
1876
Sandler Capital Management
New York
$269K
RC
1877
Roundview Capital
New Jersey
$268K +$7.22K +120 +3%
PAM
1878
PVG Asset Management
Colorado
$268K +$251K +4,180 New
CTB
1879
Country Trust Bank
Illinois
$268K -$9.63K -160 -4%
GCP
1880
Gill Capital Partners
Colorado
$266K
GA
1881
Goldstein Advisors
Wisconsin
$264K +$602 +10 +0.2%
HW
1882
Hamilton Wealth
California
$262K -$220K -3,660 -47%
CMBA
1883
C.M. Bidwell & Associates
Hawaii
$261K -$22.3K -370 -8%
BSB
1884
Bangor Savings Bank
Maine
$261K -$16.2K -270 -6%
CAS
1885
Coppell Advisory Solutions
Texas
$261K -$1.67M -27,820 -87%
CASC
1886
Coppell Advisory Solutions Corp
Texas
$261K -$1.67M -27,820 -87%
JLBC
1887
J.L. Bainbridge & Co
Florida
$260K
AWM
1888
Accel Wealth Management
Iowa
$259K -$22.9K -380 -9%
SSW
1889
Smith Shellnut Wilson
Mississippi
$259K
RWI
1890
Red Wave Investments
Pennsylvania
$259K +$7.82K +130 +3%
HFG
1891
Heron Financial Group
New York
$259K
AO
1892
Advisor OS
Illinois
$259K +$7.82K +130 +3%
LCWP
1893
Legacy Capital Wealth Partners
Arkansas
$257K +$241K +4,010 New
TAM
1894
Titleist Asset Management
Texas
$257K +$241K +4,000 New
IGGA
1895
Iron Gate Global Advisors
Utah
$257K +$1.2K +20 +0.5%
C
1896
Covestor
United Kingdom
$256K -$12.6K -210 -5%
WTB
1897
Washington Trust Bank
Washington
$254K -$123K -2,050 -34%
NPT
1898
Nixon Peabody Trust
Massachusetts
$253K -$2.41K -40 -1%
B
1899
Barings
North Carolina
$253K
HCP
1900
Hexagon Capital Partners
Arkansas
$253K -$92.7K -1,540 -28%

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.