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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
WDG
1901
Wealth Dimensions Group
Ohio
$252K
CM
1902
Capula Management
Cayman Islands
$252K +$236K +3,930 New
RF
1903
Rollins Financial
Georgia
$252K +$1.8K +30 +0.8%
PPG
1904
Peak Planning Group
Colorado
$252K +$1.2K +20 +0.5%
DFA
1905
DHJJ Financial Advisors
Illinois
$251K -$1.2K -20 -0.5%
IPW
1906
Invictus Private Wealth
Colorado
$250K -$31.3K -520 -12%
NRC
1907
New Republic Capital
North Carolina
$249K +$233K +3,880 New
MIA
1908
MainStreet Investment Advisors
Illinois
$248K +$7.82K +130 +3%
LFA
1909
LGT Financial Advisors
Texas
$248K +$233K +3,870 New
FWA
1910
FOCUS Wealth Advisors
Texas
$248K +$232K +3,860 New
CWM
1911
Circle Wealth Management
New Jersey
$243K +$602 +10 +0.3%
CWM
1912
Cordatus Wealth Management
Pennsylvania
$243K +$228K +3,790 New
DU
1913
Delphia (USA)
Ontario, Canada
$241K -$134K -2,220 -37%
ECM
1914
Elgethun Capital Management
South Dakota
$241K
GCIA
1915
Gabelli & Co Investment Advisers
New York
$241K -$120K -2,000 -35%
OWA
1916
Opal Wealth Advisors
New York
$240K +$225K +3,740 New
SAF
1917
Smith Anglin Financial
Texas
$240K -$3.01K -50 -1%
PFA
1918
Peak Financial Advisors
Colorado
$239K -$15.6K -260 -7%
FWTB
1919
First Western Trust Bank
Colorado
$239K +$224K +3,730 New
DIP
1920
DT Investment Partners
Pennsylvania
$239K
HWM
1921
Hemington Wealth Management
Virginia
$238K +$602 +10 +0.3%
RC
1922
Rovin Capital
Arizona
$238K +$223K +3,710 New
RFN
1923
Redwood Financial Network
Ohio
$237K
SA
1924
Syntax Advisors
New York
$237K -$31.9K -530 -13%
VCG
1925
Vantage Consulting Group
Virginia
$237K -$31.9K -530 -13%

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.