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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
BAM
1951
Byrne Asset Management
New Jersey
$221K -$77K -1,280 -27%
CWA
1952
Clarity Wealth Advisors
California
$221K +$207K +3,440 New
DP
1953
Dearborn Partners
Illinois
$219K +$206K +3,420 New
CCA
1954
Cottonwood Capital Advisors
Utah
$218K -$30.7K -510 -13%
MTIC
1955
Missouri Trust & Investment Company
Missouri
$218K -$10.8K -180 -5%
IC
1956
Inscription Capital
Texas
$218K +$205K +3,400 New
ST
1957
Sabal Trust
Florida
$218K +$205K +3,400 New
KCFA
1958
Key Client Fiduciary Advisors
New Jersey
$218K -$48.1K -800 -19%
JIC
1959
Joel Isaacson & Co
New York
$217K +$203K +3,380 New
AMM
1960
American Money Management
California
$217K +$203K +3,380 New
HA
1961
Herold Advisors
New York
$216K +$203K +3,370 New
MIG
1962
McGuire Investment Group
Rhode Island
$216K +$202K +3,360 New
DWM
1963
Darwin Wealth Management
Florida
$215K -$26.5K -440 -11%
PWM
1964
PRW Wealth Management
Massachusetts
$214K -$13.2K -220 -6%
WIA
1965
World Investment Advisors
California
$214K +$200K +3,330 New
AWM
1966
Atticus Wealth Management
Florida
$213K -$90.8K -1,510 -31%
PCWA
1967
Pacific Capital Wealth Advisors
California
$213K +$200K +3,320 New
BIP
1968
Blue Investment Partners
California
$212K +$199K +3,310 New
DFCM
1969
Dark Forest Capital Management
Puerto Rico
$212K +$199K +3,310 New
GSIS
1970
Global Strategic Investment Solutions
Arizona
$212K +$199K +3,310 New
MAA
1971
Mraz Amerine & Associates
California
$212K +$199K +3,300 New
PFA
1972
Pure Financial Advisors
California
$212K +$199K +3,300 New
PI
1973
Parkside Investments
Illinois
$212K -$90.2K -1,500 -31%
FFA
1974
Fi3 Financial Advisors
Indiana
$211K +$197K +3,280 New
NB
1975
NBT Bank
New York
$210K +$197K +3,270 New

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.