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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
FCA
2076
Fortis Capital Advisors
Kansas
$60.3K -$60.2K -1,000 -52%
T2I
2077
Turim 21 Investimentos
Brazil
$60.3K
TLA
2078
Tanglewood Legacy Advisors
Texas
$57.7K
FCT
2079
First Community Trust
Iowa
$57.1K
Commonwealth Equity Services
2080
Commonwealth Equity Services
Massachusetts
$56.6K +$3.32M +55,170 +7%
RFA
2081
Register Financial Advisors
Georgia
$56.3K -$27.7K -460 -35%
HFS
2082
HBC Financial Services
Washington
$56K -$6.02K -100 -10%
DAC
2083
Dividend Assets Capital
South Carolina
$56K
CHC
2084
City Holding Co
West Virginia
$54.5K
GFPC
2085
Global Financial Private Client
Florida
$54K +$24.1K +400 +91%
CTA
2086
Colonial Trust Advisors
South Carolina
$53.9K +$1.8K +30 +4%
MSE
2087
MUFG Securities EMEA
United Kingdom
$53K -$217K -3,600 -81%
FFL
2088
Financial Freedom LLC
Ohio
$52.6K -$40.9K -680 -45%
VCM
2089
Vigilant Capital Management
Maine
$51K -$23.5K -390 -33%
CA
2090
Centerpoint Advisors
Massachusetts
$51K +$47.5K +790 New
GFWA
2091
Grey Fox Wealth Advisors
Delaware
$50.9K +$6.02K +100 +14%
AFS
2092
Annapolis Financial Services
Maryland
$50.7K
EWP
2093
Elevation Wealth Partners
California
$50K +$46.9K +780 New
OCM
2094
Osterweis Capital Management
California
$48.1K
NF
2095
Norwood Financial
Pennsylvania
$48.1K
PP
2096
Pacifica Partners
Canada
$47.7K +$6.02K +100 +15%
BWA
2097
BDO Wealth Advisors
Florida
$46.7K
AA
2098
Addison Advisors
Vermont
$46.2K +$7.82K +130 +22%
DMKJ
2099
David M. Knott Jr
$46K
WWP
2100
WR Wealth Planners
Missouri
$44.7K +$22.9K +380 +119%

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.