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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
1976
Voya Financial Advisors
Connecticut
$695K +$62.9K +560 +10%
WEG
1977
World Equity Group
Illinois
$692K -$81.4K -730 -11%
SCM
1978
Schnieders Capital Management
California
$682K +$682K +6,110 New
CCA
1979
Cottonwood Capital Advisors
Utah
$682K +$284K +2,540 +71%
SFG
1980
SevenBridge Financial Group
Pennsylvania
$681K – – –
KMWM
1981
Keudell/Morrison Wealth Management
Oregon
$681K -$42.4K -380 -6%
CIG
1982
Cascade Investment Group
Colorado
$680K +$11.2K +100 +2%
ICM
1983
IMS Capital Management
Oregon
$675K – – –
DFG
1984
Delta Financial Group
New Jersey
$675K -$8.94K -80 -1%
FAM
1985
Formidable Asset Management
Ohio
$675K -$53.6K -480 -7%
HT
1986
Heritage Trust
Oklahoma
$673K +$98.2K +880 +17%
TF
1987
Trek Financial
Arizona
$673K -$301K -2,700 -31%
BCM
1988
BluePath Capital Management
Georgia
$673K +$112K +1,040 +20%
B
1989
BetterWealth
California
$672K +$10K +90 +2%
PSC
1990
Portman Square Capital
United Kingdom
$670K +$670K +6,000 New
FTIS
1991
First Trust Investment Solutions
Florida
$670K +$670K +6,000 New
IPW
1992
Inlet Private Wealth
Florida
$669K -$55.8K -500 -8%
1WM
1993
1900 Wealth Management
Texas
$669K -$81.5K -730 -11%
SCA
1994
Sandy Cove Advisors
Massachusetts
$668K +$52.4K +470 +9%
M1FG
1995
Mach-1 Financial Group
Arkansas
$668K +$207K +1,850 +45%
RVPG
1996
Relative Value Partners Group
$668K +$68.1K +610 +11%
PFWA
1997
Paces Ferry Wealth Advisors
Georgia
$666K +$60.2K +540 +10%
GCIA
1998
Gabelli & Co Investment Advisers
New York
$663K +$300K +2,690 +83%
EM
1999
Excalibur Management
Massachusetts
$662K +$102K +910 +18%
TCG
2000
Transcendent Capital Group
Oklahoma
$660K +$660K +5,910 New
78 79
80
81 82