AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
1976
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K +$204K +3,170 New
FAT
1977
First American Trust
California
$204K +$204K +3,180 New
AFC
1978
AFT Forsyth & Company
Florida
$203K +$203K +3,170 New
LWM
1979
LJI Wealth Management
Indiana
$203K +$203K +3,170 New
CAM
1980
Claret Asset Management
Quebec, Canada
$203K +$203K +3,170 New
AWA
1981
Aletheian Wealth Advisors
Washington
$202K +$202K +3,150 New
ICP
1982
Interchange Capital Partners
Pennsylvania
$202K +$202K +3,150 New
RBFC
1983
Roman Butler Fullerton & Co
Missouri
$201K +$201K +3,240 New
WW
1984
Westshore Wealth
California
$201K +$201K +3,130 New
RWA
1985
Roberts Wealth Advisors
California
$200K +$200K +3,160 New
BWM
1986
Baron Wealth Management
Michigan
$200K +$200K +3,120 New
EL
1987
EMFO LLC
Florida
$199K – – –
TCPG
1988
Trivant Custom Portfolio Group
California
$197K +$197K +3,070 New
GPI
1989
General Partner Inc
Pennsylvania
$197K +$18.3K +290 +10%
GIA
1990
GHP Investment Advisors
Colorado
$195K – – –
RDFA
1991
Ritter Daniher Financial Advisory
Ohio
$194K +$83.4K +1,300 +76%
BCM
1992
Blume Capital Management
California
$192K – – –
AP
1993
Atwood & Palmer
Missouri
$189K – – –
HGERS
1994
Householder Group Estate & Retirement Specialist
Arizona
$187K +$26.3K +410 +16%
KA
1995
Kozak & Associates
Colorado
$179K +$8.33K +130 +5%
LPIC
1996
LeJeune Puetz Investment Counsel
Michigan
$176K +$1.93K +30 +1%
TWA
1997
TCI Wealth Advisors
Arizona
$170K -$3.84K -60 -2%
FCFS
1998
First Command Financial Services
Texas
$169K – – –
FCB
1999
First Command Bank
Texas
$169K – – –
ONST
2000
Old North State Trust
North Carolina
$165K – – –
78 79
80
81 82