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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
PPWM
1926
Paragon Private Wealth Management
Kentucky
$237K +$222K +3,690 New
FWM
1927
Finer Wealth Management
Massachusetts
$236K -$36.1K -600 -14%
UBV
1928
United Bank (Virginia)
Virginia
$236K +$5.42K +90 +3%
BFA
1929
Beacon Financial Advisory
Ohio
$236K +$1.2K +20 +0.5%
TYCC
1930
Texas Yale Capital Corp
Florida
$234K
AWAP
1931
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K -$4.21K -70 -2%
TA
1932
Trellis Advisors
Washington
$234K +$1.2K +20 +0.6%
CA
1933
Commerzbank Aktiengesellschaft
Germany
$233K +$218K +3,630 New
SWIG
1934
Strategic Wealth Investment Group
Kentucky
$231K -$84.2K -1,400 -28%
LA
1935
Legacy Advisors
Pennsylvania
$230K +$216K +3,590 New
CSIA
1936
Charles Schwab Investment Advisory
California
$230K -$10.2K -170 -5%
MCA
1937
MSH Capital Advisors
Arizona
$229K -$51.7K -860 -19%
SIC
1938
Sigma Investment Counselors
Michigan
$229K -$157K -2,610 -42%
EBA
1939
Eagle Bay Advisors
New York
$228K -$29.5K -490 -12%
CPC
1940
Congress Park Capital
New York
$227K -$90.2K -1,500 -30%
LCC
1941
Lincoln Capital Corp
Rhode Island
$226K +$212K +3,530 New
MCM
1942
Maple Capital Management
Vermont
$226K +$212K +3,530 New
SNB
1943
Security National Bank
Nebraska
$226K +$212K +3,530 New
BWG
1944
Beta Wealth Group
California
$226K +$212K +3,530 New
CAL
1945
Capital Advisors Ltd
Ohio
$226K -$84.8K -1,410 -29%
AA
1946
Auxano Advisors
Washington
$225K +$211K +3,510 New
WSWA
1947
Warren Street Wealth Advisors
California
$225K +$211K +3,510 New
HA
1948
Hofer & Associates
California
$223K
ACP
1949
Aveo Capital Partners
Colorado
$223K +$209K +3,470 New
JSAM
1950
J. Safra Asset Management
New York
$221K

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.