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Broadcom
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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 %
ECM
1901
Elgethun Capital Management
South Dakota
$241K – – –
GCIA
1902
Gabelli & Co Investment Advisers
New York
$241K -$128K -2,000 -35%
OWA
1903
Opal Wealth Advisors
New York
$240K +$240K +3,740 New
SAF
1904
Smith Anglin Financial
Texas
$240K -$3.21K -50 -1%
PFA
1905
Peak Financial Advisors
Colorado
$239K -$16.7K -260 -7%
FWTB
1906
First Western Trust Bank
Colorado
$239K +$239K +3,730 New
DIP
1907
DT Investment Partners
Pennsylvania
$239K – – –
HWM
1908
Hemington Wealth Management
Virginia
$238K +$642 +10 +0.3%
RC
1909
Rovin Capital
Arizona
$238K +$238K +3,710 New
RFN
1910
Redwood Financial Network
Ohio
$237K – – –
VCG
1911
Vantage Consulting Group
Virginia
$237K -$34K -530 -13%
SA
1912
Syntax Advisors
New York
$237K -$34K -530 -13%
PPWM
1913
Paragon Private Wealth Management
Kentucky
$237K +$237K +3,690 New
FWM
1914
Finer Wealth Management
Massachusetts
$236K -$38.5K -600 -14%
UBV
1915
United Bank (Virginia)
Virginia
$236K +$5.77K +90 +3%
BFA
1916
Beacon Financial Advisory
Ohio
$236K +$1.28K +20 +0.5%
TYCC
1917
Texas Yale Capital Corp
Florida
$234K – – –
AWAP
1918
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K -$4.49K -70 -2%
TA
1919
Trellis Advisors
Washington
$234K +$1.28K +20 +0.6%
CA
1920
Commerzbank Aktiengesellschaft
Germany
$233K +$233K +3,630 New
SWIG
1921
Strategic Wealth Investment Group
Kentucky
$231K -$89.8K -1,400 -28%
LA
1922
Legacy Advisors
Pennsylvania
$230K +$230K +3,590 New
CSIA
1923
Charles Schwab Investment Advisory
California
$230K -$10.9K -170 -5%
MCA
1924
MSH Capital Advisors
Arizona
$229K -$55.1K -860 -19%
SIC
1925
Sigma Investment Counselors
Michigan
$229K -$167K -2,610 -42%
75 76
77
78 79