AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$980M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
3
Capital Research Global Investors
Capital Research Global Investors
California
$9.42B
4
First Trust Advisors
First Trust Advisors
Illinois
$490M
5
Charles Schwab
Charles Schwab
California
$2.66B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$901M
3
Ameriprise
Ameriprise
Minnesota
$2.25B
4
Marshall Wace
Marshall Wace
United Kingdom
$191M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1976
Legend Financial Advisors
Pennsylvania
$3.11K +$3.11K +70 New
GA
1977
GoalVest Advisory
New York
$3K -$630K -12,590 -100%
AW
1978
Avion Wealth
Texas
$3K -$2.5K -50 -45%
JFA
1979
JNBA Financial Advisors
Minnesota
$3K -$429 -10 -13%
LWANC
1980
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CC
1981
Corsicana & Co
Texas
$3K – – –
MOS
1982
MGO One Seven
Ohio
$2.86K +$5 +90 +0.2%
HWP
1983
Highline Wealth Partners
California
$2.22K +$2.22K +50 New
PI
1984
PEAK6 Investments
Illinois
$2K -$3.95M -59,180 -100%
CP
1985
Castleview Partners
Texas
$2K -$381K -7,610 -99%
UFF
1986
USA Financial Formulas
Michigan
$2K – – –
RCC
1987
Red Cedar Capital
Nebraska
$2K – – –
RBC
1988
Roble Belko & Company
Pennsylvania
$2K – – –
HH
1989
HWG Holdings
Texas
$2K +$2K +40 New
BCM
1990
Bourgeon Capital Management
Connecticut
$2K +$2K +40 New
S
1991
Surevest
California
$2K +$2K +50 New
FSWA
1992
Financial Synergies Wealth Advisors
Texas
$1.78K – – –
NDSI
1993
Newman Dignan & Sheerar Inc
Rhode Island
$1.44K +$16 +360 +1%
ACK
1994
Andrew C. Karlinski
$1K -$667 -20 -40%
WA
1995
WestEnd Advisors
North Carolina
$1K -$333 -10 -25%
HWM
1996
HighMark Wealth Management
Minnesota
$1K – – –
BCPWM
1997
Bradley & Co Private Wealth Management
Florida
$1K – – –
PCH
1998
Polar Capital Holdings
United Kingdom
$676 +$16 +350 +2%
FGAM
1999
Financial Gravity Asset Management
Texas
$410 -$600 -25,980 -59%
FHC
2000
First Heartland Consultants
Missouri
$339 +$27 +600 +9%
78 79
80
81 82