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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1976
Column Capital Advisors
Indiana
$209K -$29.5K -490 -13%
BWM
1977
Baystate Wealth Management
Massachusetts
$208K +$2.41K +40 +1%
BWM
1978
BlackDiamond Wealth Management
New York
$208K +$202K +3,350 New
OFS
1979
OneAscent Financial Services
Alabama
$208K +$195K +3,240 New
DTC
1980
Davidson Trust Company
Washington
$208K +$195K +3,240 New
HCA
1981
Heck Capital Advisors
Wisconsin
$207K +$7.82K +130 +4%
YWM
1982
Yoder Wealth Management
California
$207K +$194K +3,230 New
HFM
1983
Hartford Funds Management
Pennsylvania
$207K +$194K +3,220 New
HL
1984
HeadInvest LLC
Maine
$207K -$49.3K -820 -20%
TCA
1985
Trifecta Capital Advisors
Illinois
$207K
B
1986
Bellecapital
Switzerland
$207K +$194K +3,220 New
SWM
1987
Stockman Wealth Management
Montana
$206K +$193K +3,210 New
KIA
1988
KLR Investment Advisors
Rhode Island
$205K +$192K +3,190 New
KOMWMG
1989
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K +$191K +3,170 New
FAT
1990
First American Trust
California
$204K +$191K +3,180 New
AFC
1991
AFT Forsyth & Company
Florida
$203K +$191K +3,170 New
LWM
1992
LJI Wealth Management
Indiana
$203K +$191K +3,170 New
CAM
1993
Claret Asset Management
Quebec, Canada
$203K +$191K +3,170 New
AWA
1994
Aletheian Wealth Advisors
Washington
$202K +$190K +3,150 New
ICP
1995
Interchange Capital Partners
Pennsylvania
$202K +$190K +3,150 New
RBFC
1996
Roman Butler Fullerton & Co
Missouri
$201K +$195K +3,240 New
WW
1997
Westshore Wealth
California
$201K +$188K +3,130 New
RWA
1998
Roberts Wealth Advisors
California
$200K +$190K +3,160 New
BWM
1999
Baron Wealth Management
Michigan
$200K +$188K +3,120 New
EL
2000
EMFO LLC
Florida
$199K

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.