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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 %
PWM
1951
PRW Wealth Management
Massachusetts
$214K -$13.8K -220 -6%
WIA
1952
World Investment Advisors
California
$214K +$214K +3,330 New
AWM
1953
Atticus Wealth Management
Florida
$213K -$97K -1,510 -31%
PCWA
1954
Pacific Capital Wealth Advisors
California
$213K +$213K +3,320 New
GSIS
1955
Global Strategic Investment Solutions
Arizona
$212K +$212K +3,310 New
DFCM
1956
Dark Forest Capital Management
Puerto Rico
$212K +$212K +3,310 New
BIP
1957
Blue Investment Partners
California
$212K +$212K +3,310 New
MAA
1958
Mraz Amerine & Associates
California
$212K +$212K +3,300 New
PFA
1959
Pure Financial Advisors
California
$212K +$212K +3,300 New
PI
1960
Parkside Investments
Illinois
$212K -$96.2K -1,500 -31%
FFA
1961
Fi3 Financial Advisors
Indiana
$211K +$211K +3,280 New
NB
1962
NBT Bank
New York
$210K +$210K +3,270 New
CCA
1963
Column Capital Advisors
Indiana
$209K -$31.4K -490 -13%
BWM
1964
Baystate Wealth Management
Massachusetts
$208K +$2.57K +40 +1%
BWM
1965
BlackDiamond Wealth Management
New York
$208K +$208K +3,350 New
OFS
1966
OneAscent Financial Services
Alabama
$208K +$208K +3,240 New
DTC
1967
Davidson Trust Company
Washington
$208K +$208K +3,240 New
HCA
1968
Heck Capital Advisors
Wisconsin
$207K +$8.34K +130 +4%
YWM
1969
Yoder Wealth Management
California
$207K +$207K +3,230 New
HFM
1970
Hartford Funds Management
Pennsylvania
$207K +$207K +3,220 New
HL
1971
HeadInvest LLC
Maine
$207K -$52.6K -820 -20%
TCA
1972
Trifecta Capital Advisors
Illinois
$207K – – –
B
1973
Bellecapital
Switzerland
$207K +$207K +3,220 New
SWM
1974
Stockman Wealth Management
Montana
$206K +$206K +3,210 New
KIA
1975
KLR Investment Advisors
Rhode Island
$205K +$205K +3,190 New
77 78
79
80 81