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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
JDR
1901
Jay D. Rosenbaum
$788K +$788K +7,060 New
PCMU
1902
Paragon Capital Management (Utah)
Utah
$786K -$770K -6,900 -49%
SFI
1903
SPC Financial Inc
Maryland
$786K +$132K +1,180 +20%
FAG
1904
Fortitude Advisory Group
Washington
$781K -$1.12K -10 -0.1%
AGWCA
1905
Annis Gardner Whiting Capital Advisors
Florida
$781K +$2.23K +20 +0.3%
PCMH
1906
Polymer Capital Management (HK)
Hong Kong
$781K +$781K +7,000 New
LCGC
1907
Legacy Capital Group California
California
$780K -$199K -1,780 -20%
BB
1908
Bell Bank
North Dakota
$780K +$138K +1,240 +22%
ZIG
1909
Zullo Investment Group
Pennsylvania
$780K +$38K +340 +5%
NFSG
1910
Newbridge Financial Services Group
Florida
$777K +$48K +430 +7%
GGA
1911
Granite Group Advisors
Connecticut
$776K +$776K +6,000 New
ALAM
1912
Asahi Life Asset Management
Japan
$774K -$592K -5,300 -43%
LA
1913
LexAurum Advisors
Kansas
$772K +$5.58K +50 +0.7%
EWM
1914
Elevatus Welath Management
New York
$772K +$22.3K +200 +3%
CL
1915
CSS LLC
Illinois
$770K -$22.3K -200 -3%
OPWM
1916
Oxinas Partners Wealth Management
Indiana
$770K +$770K +6,900 New
VF
1917
Vest Financial
Virginia
$769K +$769K +6,890 New
RGC
1918
Roberts, Glore & Co
Illinois
$768K +$768K +6,880 New
OPCM
1919
Osborne Partners Capital Management
California
$766K -$290K -2,600 -27%
FG
1920
Fiduciary Group
Georgia
$766K -$63.6K -570 -8%
AA
1921
Addison Advisors
Vermont
$765K +$662K +5,930 +645%
AO
1922
Advisor OS
Illinois
$765K +$7.81K +70 +1%
BFG
1923
Beacon Financial Group
Texas
$762K +$241K +2,160 +46%
MAG
1924
MRA Advisory Group
New Jersey
$761K +$144K +1,290 +23%
S
1925
Sunpointe
Missouri
$761K +$761K +6,820 New
75 76
77
78 79