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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
2051
Private Wealth Partners
California
$268K +$268K +3,090 New
TCPG
2052
Trivant Custom Portfolio Group
California
$266K – – –
EB
2053
Exchange Bank
California
$265K +$265K +3,060 New
SL
2054
Salomon & Ludwin
Virginia
$265K +$265K +3,050 New
1WM
2055
1900 Wealth Management
Texas
$264K +$264K +3,050 New
CCA
2056
Cottonwood Capital Advisors
Utah
$264K -$31.2K -360 -11%
MWA
2057
Motive Wealth Advisors
Michigan
$263K +$263K +3,030 New
TNB
2058
Thomasville National Bank
Georgia
$263K +$263K +3,030 New
BAG
2059
Briggs Advisory Group
Rhode Island
$263K +$263K +3,030 New
FCAG
2060
First Capital Advisors Group
New Jersey
$260K -$158K -1,820 -38%
BCM
2061
Blume Capital Management
California
$260K – – –
CG
2062
Carmignac Gestion
France
$260K +$260K +3,000 New
WRPWM
2063
Werba Rubin Papier Wealth Management
California
$260K +$260K +3,000 New
SCA
2064
Sassicaia Capital Advisers
New York
$260K +$260K +3,000 New
CSIC
2065
Clifford Swan Investment Counsel
California
$259K +$259K +2,990 New
USB
2066
Union Savings Bank
Connecticut
$259K +$259K +2,880 New
FFA
2067
Fortune Financial Advisors
Kansas
$259K +$259K +2,980 New
FG
2068
Foster Group
Iowa
$258K +$258K +2,980 New
AAS
2069
Annex Advisory Services
Wisconsin
$258K +$258K +2,970 New
CA
2070
Callahan Advisors
Texas
$257K +$257K +2,970 New
BWM
2071
BlackDiamond Wealth Management
New York
$256K -$51.4K -560 -17%
PCA
2072
Prosperity Capital Advisors
Ohio
$256K +$256K +2,950 New
KA
2073
Kozak & Associates
Colorado
$256K +$10.5K +120 +4%
BAM
2074
Blueshift Asset Management
New Jersey
$255K -$748K -8,620 -75%
KWA
2075
KCS Wealth Advisory
California
$254K +$254K +2,930 New
81 82
83
84 85