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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 %
EBA
1926
Eagle Bay Advisors
New York
$228K -$31.4K -490 -12%
CPC
1927
Congress Park Capital
New York
$227K -$96.2K -1,500 -30%
MCM
1928
Maple Capital Management
Vermont
$226K +$226K +3,530 New
LCC
1929
Lincoln Capital Corp
Rhode Island
$226K +$226K +3,530 New
SNB
1930
Security National Bank
Nebraska
$226K +$226K +3,530 New
BWG
1931
Beta Wealth Group
California
$226K +$226K +3,530 New
CAL
1932
Capital Advisors Ltd
Ohio
$226K -$90.3K -1,410 -29%
AA
1933
Auxano Advisors
Washington
$225K +$225K +3,510 New
WSWA
1934
Warren Street Wealth Advisors
California
$225K +$225K +3,510 New
HA
1935
Hofer & Associates
California
$223K – – –
ACP
1936
Aveo Capital Partners
Colorado
$223K +$223K +3,470 New
JSAM
1937
J. Safra Asset Management
New York
$221K – – –
BAM
1938
Byrne Asset Management
New Jersey
$221K -$82K -1,280 -27%
CWA
1939
Clarity Wealth Advisors
California
$221K +$221K +3,440 New
DP
1940
Dearborn Partners
Illinois
$219K +$219K +3,420 New
CCA
1941
Cottonwood Capital Advisors
Utah
$218K -$32.7K -510 -13%
MTIC
1942
Missouri Trust & Investment Company
Missouri
$218K -$11.5K -180 -5%
IC
1943
Inscription Capital
Texas
$218K +$218K +3,400 New
ST
1944
Sabal Trust
Florida
$218K +$218K +3,400 New
KCFA
1945
Key Client Fiduciary Advisors
New Jersey
$218K -$51.3K -800 -19%
JIC
1946
Joel Isaacson & Co
New York
$217K +$217K +3,380 New
AMM
1947
American Money Management
California
$217K +$217K +3,380 New
HA
1948
Herold Advisors
New York
$216K +$216K +3,370 New
MIG
1949
McGuire Investment Group
Rhode Island
$216K +$216K +3,360 New
DWM
1950
Darwin Wealth Management
Florida
$215K -$27.6K -440 -11%
76 77
78
79 80