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Broadcom
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Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$980M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
3
Capital Research Global Investors
Capital Research Global Investors
California
$9.42B
4
First Trust Advisors
First Trust Advisors
Illinois
$490M
5
Charles Schwab
Charles Schwab
California
$2.66B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$901M
3
Ameriprise
Ameriprise
Minnesota
$2.25B
4
Marshall Wace
Marshall Wace
United Kingdom
$191M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRAG
1926
Investment Research & Advisory Group
Georgia
$16K – – –
PK
1927
Pflug Koory
Nebraska
$16K – – –
ODG
1928
O'Dell Group
Ohio
$16K – – –
FPB
1929
First PREMIER Bank
South Dakota
$16K – – –
BONH
1930
Bank of New Hampshire
New Hampshire
$16K – – –
CWM
1931
Castle Wealth Management
Florida
$16K +$8.65K +200 +118%
MAWCM
1932
Mine & Arao Wealth Creation & Management
California
$16K +$16K +360 New
ECM
1933
Estabrook Capital Management
New York
$16K – – –
AWM
1934
Abound Wealth Management
Tennessee
$15.6K +$15.6K +350 New
BA
1935
Bellwether Advisors
Nebraska
$15K +$11K +250 +278%
WWP
1936
WR Wealth Planners
Missouri
$14.1K – – –
SWA
1937
SOA Wealth Advisors
New York
$14K – – –
LWA
1938
Lowe Wealth Advisors
Maryland
$14K +$452 +10 +3%
MUMSS
1939
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K – – –
OLVIG
1940
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
CBT
1941
CoreFirst Bank & Trust
Kansas
$13K +$13K +290 New
IWP
1942
IAG Wealth Partners
Wisconsin
$12K -$2.31K -50 -16%
BWA
1943
BDO Wealth Advisors
Florida
$12K – – –
GTAM
1944
Global Trust Asset Management
Florida
$12K +$12K +280 New
SIC
1945
SJS Investment Consulting
Ohio
$11K +$11K +250 New
RA
1946
Rise Advisors
New York
$10K – – –
ACM
1947
AUA Capital Management
Pennsylvania
$10K – – –
FA
1948
Financial Avengers
California
$9K – – –
KC
1949
Kenfarb & Co
Kentucky
$9K – – –
PP
1950
PrairieView Partners
Minnesota
$9K +$9K +200 New
76 77
78
79 80