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Broadcom

2,142 hedge funds and large institutions have $189B invested in Broadcom in 2022 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 937 increasing their positions, 712 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 119

71% more funds holding in top 10

Funds holding in top 10: 97166 (+69)

32% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 712

28% more capital invested

Capital invested by funds: $148B → $189B (+$41B)

7% more funds holding

Funds holding: 2,0112,142 (+131)

20.45% less ownership

Funds ownership: 830.66%810.21% (-20%)

28% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $5.68B

Holders
2,142
Holders Change
+131
Holders Change %
+6.51%
% of All Funds
34.43%
Holding in Top 10
166
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+71.13%
% of All Funds
2.67%
New
289
Increased
937
Reduced
712
Closed
119
Calls
$4.1B
Puts
$5.68B
Net Calls
-$1.58B
Net Calls Change
-$757M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
176
Prio Wealth Limited Partnership
Massachusetts
$78.1M -$710K -14,160 -1%
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$78M -$1.87M -37,290 -3%
SOMRS
178
State of Michigan Retirement System
Michigan
$77.8M +$401K +8,000 +0.6%
ASC
179
Atalanta Sosnoff Capital
New York
$77.6M -$7.08M -141,190 -9%
PCM
180
Palouse Capital Management
Washington
$77.2M +$3.23M +64,380 +530%
Cerity Partners
181
Cerity Partners
New York
$76.7M +$36.3M +723,440 +113%
FWIA
182
Fort Washington Investment Advisors
Ohio
$75.8M -$2.4M -47,880 -3%
DC
183
Davenport & Co
Virginia
$74.4M -$538K -10,720 -0.8%
TG
184
TCW Group
California
$73.9M -$1.04M -20,700 -2%
DCM
185
Donaldson Capital Management
Indiana
$71.3M +$753K +15,020 +1%
GIA
186
Gateway Investment Advisers
Ohio
$71.2M +$524K +10,450 +0.8%
CCMG
187
Clark Capital Management Group
Pennsylvania
$70.4M -$12.2M -242,590 -16%
CS
188
Candriam SCA
Luxembourg
$70M +$2.09M +41,720 +3%
Lazard Asset Management
189
Lazard Asset Management
New York
$69.8M -$9.13M -182,080 -13%
MIFH
190
Migdal Insurance & Financial Holdings
Israel
$69.8M +$25.2M +503,290 +68%
MIM
191
MetLife Investment Management
New Jersey
$67.8M -$1.06M -21,100 -2%
IG
192
ING Group
Netherlands
$67.6M +$60.6M +1,208,670 New
GKIM
193
GW&K Investment Management
Massachusetts
$67.2M -$203K -4,050 -0.3%
CWM
194
CIBC World Markets
New York
$64.9M +$42.3M +844,430 +267%
FAF
195
Fjarde Ap-fonden
Sweden
$64.2M +$6.3M +125,560 +12%
IAIM
196
Industrial Alliance Investment Management
Quebec, Canada
$64.1M -$2.88M -57,440 -5%
Massachusetts Financial Services
197
Massachusetts Financial Services
Massachusetts
$63M -$1.05M -20,900 -2%
RCM
198
RNC Capital Management
California
$63M +$1.5K +30 +0%
MAM
199
Martingale Asset Management
Massachusetts
$62.7M -$4.58M -91,420 -8%
AM
200
AGF Management
Ontario, Canada
$62.7M +$56.3M +1,122,080 New

AVGO Hedge Fund Activity: Q4 2022 in Review

2,142 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2022, worth a combined $189B — up 28% from $148B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new AVGO positions and 119 closed out — a net gain of 170 holders — while 937 added to existing stakes and 712 trimmed.

The largest buyer was Vanguard Group, adding an estimated $705M. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 2,142 institutional investors held Broadcom (AVGO) as of Q4 2022, up from 2,011 in Q3 2022.
  • Funds reported $189B of Broadcom stock for Q4 2022, up 28% quarter-over-quarter.
  • 289 funds opened new Broadcom positions in Q4 2022 and 119 closed out, a net change of +170 holders.
  • The largest Broadcom buyer in Q4 2022 was Vanguard Group, an estimated $705M added.
  • The largest Broadcom seller in Q4 2022 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q4 2022.