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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 %
CG
1926
Clarus Group
Texas
$348K +$348K +4,010 New
OBGC
1927
O'Brien Greene & Co
Pennsylvania
$347K -$28.6K -330 -8%
SPA
1928
Sherbrooke Park Advisers
New York
$347K +$347K +4,000 New
WA
1929
WBH Advisory
Maryland
$347K -$141K -1,630 -29%
LSIA
1930
LaSalle St. Investment Advisors
Illinois
$346K +$346K +3,990 New
IGGA
1931
Iron Gate Global Advisors
Utah
$345K -$1.74K -20 -0.5%
DIP
1932
DT Investment Partners
Pennsylvania
$344K – – –
LA
1933
Legacy Advisors
Pennsylvania
$343K +$31.2K +360 +10%
WSWA
1934
Warren Street Wealth Advisors
California
$343K +$38.2K +440 +13%
BSB
1935
Bangor Savings Bank
Maine
$342K -$11.3K -130 -3%
NPT
1936
Nixon Peabody Trust
Massachusetts
$342K – – –
WDG
1937
Wealth Dimensions Group
Ohio
$342K +$867 +10 +0.3%
HFG
1938
Heron Financial Group
New York
$341K -$8.67K -100 -2%
IF
1939
Insight Folios
North Carolina
$341K -$200K -2,310 -37%
WP
1940
WealthPLAN Partners
Nebraska
$338K -$103K -1,190 -23%
C
1941
Covestor
United Kingdom
$338K -$7.82K -90 -2%
GGHC
1942
Gilder Gagnon Howe & Co
New York
$337K +$337K +3,890 New
DFA
1943
DHJJ Financial Advisors
Illinois
$335K -$12.1K -140 -4%
FWA
1944
FOCUS Wealth Advisors
Texas
$335K – – –
GCM
1945
Gallacher Capital Management
Colorado
$334K -$649K -7,480 -66%
PFA
1946
Peak Financial Advisors
Colorado
$331K +$7.81K +90 +2%
HFM
1947
Hartford Funds Management
Pennsylvania
$330K +$50.3K +580 +18%
CWM
1948
Circle Wealth Management
New Jersey
$330K +$867 +10 +0.3%
AP
1949
Atwood & Palmer
Missouri
$330K +$74.6K +860 +29%
MIA
1950
MainStreet Investment Advisors
Illinois
$330K -$6.07K -70 -2%
76 77
78
79 80