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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 %
TCM
1976
Telos Capital Management
California
$362K +$5.81K +70 +2%
IIM
1977
Ipswich Investment Management
Massachusetts
$361K -$831 -10 -0.2%
OWA
1978
Opal Wealth Advisors
New York
$361K +$8.3K +100 +2%
TWA
1979
Tandem Wealth Advisors
Arizona
$358K -$3.32K -40 -0.9%
CTFG
1980
Capstone Triton Financial Group
Oklahoma
$357K +$131K +1,580 +58%
CCP
1981
Carmel Capital Partners
California
$357K +$155K +1,870 +77%
WTB
1982
Washington Trust Bank
Washington
$356K +$54.8K +660 +18%
FNBOO
1983
First National Bank of Omaha
Nebraska
$355K -$26.6K -320 -7%
BSB
1984
Bangor Savings Bank
Maine
$355K +$28.2K +340 +9%
Kayne Anderson Rudnick Investment Management
1985
Kayne Anderson Rudnick Investment Management
California
$354K -$330K -3,960 -48%
FAFN
1986
First Affirmative Financial Network
Colorado
$354K +$43.2K +520 +14%
NC
1987
NinePointTwo Capital
California
$353K – – –
GWA
1988
GGM Wealth Advisors
Maryland
$352K – – –
EBA
1989
Eagle Bay Advisors
New York
$351K +$67.3K +810 +24%
IPW
1990
Intergy Private Wealth
Colorado
$351K -$20.8K -250 -6%
RIM
1991
RW Investment Management
Idaho
$351K – – –
AP
1992
Adero Partners
California
$350K +$80.6K +970 +30%
HW
1993
Hamilton Wealth
California
$349K +$3.32K +40 +1%
HSA
1994
Hussman Strategic Advisors
Maryland
$349K -$681K -8,200 -66%
RC
1995
Roundview Capital
New Jersey
$349K +$1.66K +20 +0.5%
MA
1996
MKT Advisors
California
$348K -$3.34K -40 -1%
SCM
1997
Sandler Capital Management
New York
$348K – – –
DIM
1998
Delta Investment Management
California
$348K +$348K +4,190 New
GCP
1999
Gill Capital Partners
Colorado
$347K +$3.32K +40 +1%
JLBC
2000
J.L. Bainbridge & Co
Florida
$347K +$9.97K +120 +3%
78 79
80
81 82