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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 %
SAF
2051
Smith Anglin Financial
Texas
$310K -$830 -10 -0.3%
MIA
2052
MainStreet Investment Advisors
Illinois
$309K -$6.65K -80 -2%
IIA
2053
IPG Investment Advisors
California
$306K +$306K +3,690 New
RWA
2054
Redhawk Wealth Advisors
Minnesota
$306K -$67.2K -810 -18%
FWM
2055
Finer Wealth Management
Massachusetts
$306K – – –
CG
2056
Clarus Group
Texas
$304K -$28.2K -340 -8%
TYCC
2057
Texas Yale Capital Corp
Florida
$303K – – –
TA
2058
Trellis Advisors
Washington
$303K – – –
FH
2059
FWG Holdings
Florida
$303K +$59.5K +730 +24%
WCM
2060
WealthBridge Capital Management
Ohio
$303K -$478K -5,750 -61%
APWA
2061
Atlas Private Wealth Advisors
New Jersey
$302K +$1.66K +20 +0.6%
B
2062
Barings
North Carolina
$302K -$134K -1,610 -31%
WDG
2063
Wealth Dimensions Group
Ohio
$302K -$25.7K -310 -8%
WA
2064
Wealthstream Advisors
New York
$301K +$6.64K +80 +2%
WPC
2065
Waters Parkerson & Co
Louisiana
$298K +$62.3K +750 +26%
GAB
2066
German American Bancorp
Indiana
$297K +$297K +3,580 New
RBFC
2067
Roman Butler Fullerton & Co
Missouri
$297K – – –
IIC
2068
Integrated Investment Consultants
Michigan
$297K -$154K -1,850 -34%
UBV
2069
United Bank (Virginia)
Virginia
$296K -$9.97K -120 -3%
AIM
2070
Acropolis Investment Management
Missouri
$296K +$296K +3,560 New
CCA
2071
Cottonwood Capital Advisors
Utah
$295K +$43.2K +520 +17%
AP
2072
Atwood & Palmer
Missouri
$295K -$20.8K -250 -7%
CWA
2073
Clarity Wealth Advisors
California
$295K – – –
HVP
2074
Hudson Value Partners
Florida
$295K +$831 +10 +0.3%
TIM
2075
Tevis Investment Management
Texas
$293K +$293K +3,530 New
81 82
83
84 85