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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 %
APW
1926
Aurora Private Wealth
New Jersey
$761K -$30.1K -270 -4%
FMI
1927
F/M Investments
District of Columbia
$760K +$67K +600 +10%
WDC
1928
Woodward Diversified Capital
California
$759K -$55.8K -500 -7%
BWP
1929
Baldwin Wealth Partners
Massachusetts
$757K -$4.47K -40 -0.6%
VA
1930
Valmark Advisers
Ohio
$756K +$41.3K +370 +6%
FMWA
1931
Forvis Mazars Wealth Advisors
Missouri
$756K +$56.9K +510 +8%
FTA
1932
Financial & Tax Architects
Missouri
$756K -$248K -2,220 -25%
VEA
1933
Virtus ETF Advisers
New York
$755K -$175K -1,570 -19%
TPW
1934
Transatlantique Private Wealth
New York
$753K – – –
KA
1935
KLCM Advisors
Wisconsin
$753K +$753K +6,750 New
APA
1936
Astoria Portfolio Advisors
New York
$750K -$591K -4,840 -44%
CDH
1937
Charles D. Hyman
$750K +$451K +4,040 +151%
NB
1938
Northwest Bancshares
Pennsylvania
$749K -$147K -1,320 -16%
TIA
1939
Tiemann Investment Advisors
California
$749K +$26.8K +240 +4%
WE
1940
Wealth Effects
Massachusetts
$745K +$114K +1,020 +18%
MCC
1941
Malaga Cove Capital
California
$743K – – –
MIM
1942
Morningstar Investment Management
Illinois
$743K -$170K -1,520 -19%
CA
1943
Cornerstone Advisory
Maryland
$741K -$117K -1,050 -14%
LOIP
1944
Live Oak Investment Partners
Texas
$734K -$547K – –
ACM
1945
AlphaStar Capital Management
North Carolina
$733K -$94.9K -850 -11%
PEA
1946
Park Edge Advisors
Ohio
$733K +$733K +6,570 New
AFG
1947
Allegheny Financial Group
Pennsylvania
$731K +$189K +1,690 +35%
VAG
1948
VisionPoint Advisory Group
Texas
$730K -$163K -1,460 -18%
SIM
1949
SSI Investment Management
California
$730K -$1.12K -10 -0.2%
ACM
1950
Argyle Capital Management
Pennsylvania
$730K +$730K +6,540 New
76 77
78
79 80