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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 %
TWM
1876
Thrive Wealth Management
Pennsylvania
$459K +$7.48K +90 +2%
MAG
1877
MRA Advisory Group
New Jersey
$459K +$68.1K +820 +17%
SCA
1878
Sandy Cove Advisors
Massachusetts
$459K -$39.9K -480 -8%
TI
1879
Truepoint Inc
Ohio
$457K +$457K +5,500 New
PSCM
1880
Per Stirling Capital Management
Texas
$456K +$24.9K +300 +6%
GG
1881
Greenwood Gearhart
Arkansas
$456K +$9.14K +110 +2%
AIM
1882
Athena Investment Management
California
$456K +$33.2K +400 +8%
SIG
1883
Sargent Investment Group
Maryland
$455K -$4.15K -50 -0.9%
OWA
1884
One Wealth Advisors
California
$454K -$9.97K -120 -2%
PWM
1885
Prentice Wealth Management
New York
$454K +$4.15K +50 +0.9%
IAMOG
1886
Investors Asset Management of Georgia
Georgia
$453K – – –
SOS
1887
Silver Oak Securities
Tennessee
$453K -$248K -2,990 -35%
PFWA
1888
Paces Ferry Wealth Advisors
Georgia
$451K -$40.7K -490 -8%
AWM
1889
AllSquare Wealth Management
New York
$451K -$1.66K -20 -0.4%
SPWG
1890
Sage Private Wealth Group
Illinois
$450K +$831 +10 +0.2%
RVPG
1891
Relative Value Partners Group
$446K +$446K +5,370 New
RWG
1892
Ratio Wealth Group
Colorado
$442K +$442K +5,320 New
RWP
1893
Revolve Wealth Partners
New Jersey
$440K +$2.49K +30 +0.6%
TRIA
1894
Trail Ridge Investment Advisors
Colorado
$440K -$14.1K -170 -3%
SIC
1895
Samalin Investment Counsel
New York
$440K -$2.49K -30 -0.6%
OP
1896
ORG Partners
Indiana
$437K +$201K +2,410 +85%
SMA
1897
Seven Mile Advisory
New Jersey
$437K +$5.81K +70 +1%
KFP
1898
KMG Fiduciary Partners
Ohio
$435K – – –
WP
1899
WealthPLAN Partners
Nebraska
$435K +$111K +1,330 +34%
CG
1900
Corundum Group
Colorado
$434K -$7.48K -90 -2%
74 75
76
77 78