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Broadcom
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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 %
OFS
1951
OneAscent Financial Services
Alabama
$329K +$47.7K +550 +17%
MIG
1952
McGuire Investment Group
Rhode Island
$329K +$37.3K +430 +13%
RC
1953
Rovin Capital
Arizona
$328K +$6.07K +70 +2%
AWM
1954
Angeles Wealth Management
California
$328K +$328K +3,780 New
PPWM
1955
Paragon Private Wealth Management
Kentucky
$327K +$6.94K +80 +2%
ACP
1956
Aveo Capital Partners
Colorado
$326K +$25.2K +290 +8%
SAF
1957
Smith Anglin Financial
Texas
$326K +$1.74K +20 +0.5%
KCFA
1958
Key Client Fiduciary Advisors
New Jersey
$326K +$30.4K +350 +10%
LAM
1959
Lifestyle Asset Management
Texas
$325K -$49.4K -570 -13%
GCIA
1960
Gabelli & Co Investment Advisers
New York
$325K – – –
ECM
1961
Elgethun Capital Management
South Dakota
$325K – – –
FAFN
1962
First Affirmative Financial Network
Colorado
$324K +$324K +3,740 New
APG
1963
Abacus Planning Group
South Carolina
$323K -$48.6K -560 -13%
WF
1964
Wayfinding Financial
Washington
$322K +$322K +3,580 New
SCM
1965
Saba Capital Management
New York
$322K -$4.78M -55,050 -94%
RFN
1966
Redwood Financial Network
Ohio
$321K – – –
NPA
1967
Nichols & Pratt Advisers
Massachusetts
$321K +$321K +3,700 New
BFA
1968
Beacon Financial Advisory
Ohio
$321K +$1.73K +20 +0.5%
UBV
1969
United Bank (Virginia)
Virginia
$319K – – –
FWM
1970
Finer Wealth Management
Massachusetts
$319K – – –
ESBC
1971
E.S. Barr & Co
Kentucky
$319K +$319K +3,680 New
PWM
1972
PRW Wealth Management
Massachusetts
$318K +$6.37K +70 +2%
SIC
1973
Sigma Investment Counselors
Michigan
$317K +$7.81K +90 +3%
SFS
1974
Security Financial Services
Indiana
$317K +$317K +3,660 New
FWTB
1975
First Western Trust Bank
Colorado
$317K -$6.94K -80 -2%
77 78
79
80 81