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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1901
NinePointTwo Capital
California
$369K – – –
OWA
1902
Opal Wealth Advisors
New York
$368K +$44.2K +510 +14%
RIM
1903
RW Investment Management
Idaho
$366K – – –
CCFM
1904
Clear Creek Financial Management
Washington
$364K -$13K -150 -3%
CWA
1905
Consilium Wealth Advisory
Texas
$364K +$364K +4,200 New
FA
1906
Faithward Advisors
Pennsylvania
$364K +$364K +4,390 New
BMA
1907
Brooks Moore & Associates
Tennessee
$364K -$121K -1,400 -25%
SCM
1908
Sandler Capital Management
New York
$363K – – –
FL
1909
Fort LP
Maryland
$363K -$39.9K -460 -10%
RC
1910
Roundview Capital
New Jersey
$363K – – –
CWA
1911
Canvas Wealth Advisors
Kansas
$362K -$63K -700 -15%
CTB
1912
Country Trust Bank
Illinois
$362K – – –
HW
1913
Hamilton Wealth
California
$361K +$6.07K +70 +2%
JWM
1914
JGP Wealth Management
Oregon
$359K +$359K +4,140 New
NRC
1915
New Republic Capital
North Carolina
$359K +$22.6K +260 +7%
GCP
1916
Gill Capital Partners
Colorado
$359K – – –
IWA
1917
Intercontinental Wealth Advisors
Texas
$358K -$216K -2,490 -38%
DWM
1918
Darwin Wealth Management
Florida
$358K +$55.6K +630 +18%
SWIG
1919
Strategic Wealth Investment Group
Kentucky
$355K +$42.5K +490 +14%
NAS
1920
Nicolet Advisory Services
Wisconsin
$354K -$33.9K -400 -9%
NC
1921
NBW Capital
Massachusetts
$353K -$24.3K -280 -6%
JLBC
1922
J.L. Bainbridge & Co
Florida
$352K – – –
RWI
1923
Red Wave Investments
Pennsylvania
$350K – – –
SSW
1924
Smith Shellnut Wilson
Mississippi
$350K – – –
CG
1925
CFO4Life Group
Texas
$350K +$350K +4,030 New
75 76
77
78 79