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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
1951
United Community Bank
South Carolina
$386K -$158K -1,900 -29%
PPP
1952
Private Portfolio Partners
New Jersey
$385K -$27.4K -330 -7%
SWM
1953
Seed Wealth Management
Illinois
$385K – – –
V
1954
VeraBank
Texas
$384K – – –
PA
1955
PFW Advisors
Georgia
$381K – – –
WMS
1956
Wealth Management Solutions
Pennsylvania
$380K – – –
AAMC
1957
Asset Allocation & Management Company
Illinois
$380K – – –
PAM
1958
Peak Asset Management
Colorado
$379K -$41.5K -500 -10%
SAM
1959
Selway Asset Management
$378K – – –
VAM
1960
Verity Asset Management
North Carolina
$377K -$24.9K -300 -6%
GFG
1961
Goldstone Financial Group
Illinois
$377K -$29.9K -360 -7%
BC
1962
Belmont Capital
California
$374K +$341K +4,110 +1,028%
OPOWM
1963
One Plus One Wealth Management
Florida
$374K -$26.6K -320 -7%
VFPI
1964
Vantage Financial Partners (Illinois)
Illinois
$370K -$16.6K -200 -4%
SIA
1965
Soltis Investment Advisors
Utah
$368K -$2.62M -31,550 -88%
WSWA
1966
Warren Street Wealth Advisors
California
$368K +$39.9K +480 +12%
NRC
1967
New Republic Capital
North Carolina
$368K +$23.3K +280 +7%
BMA
1968
Brooks Moore & Associates
Tennessee
$367K +$18.3K +220 +5%
II
1969
Inspire Investing
Idaho
$366K -$573K -6,900 -61%
AT
1970
American Trust
Kentucky
$366K -$61.5K -740 -14%
CPW
1971
Catalyst Private Wealth
California
$365K -$277K -3,340 -43%
KA
1972
Kure Advisory
Minnesota
$365K +$365K +4,400 New
HA
1973
Hofer & Associates
California
$364K -$6.65K -80 -2%
MCA
1974
MSH Capital Advisors
Arizona
$364K -$15.8K -190 -4%
FC
1975
Fulcrum Capital
Washington
$363K -$15.8K -190 -4%
77 78
79
80 81