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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 %
FP
2076
Foundry Partners
Minnesota
$575K – – –
UF
2077
Univest Financial
Pennsylvania
$574K – – –
TWM
2078
Thrive Wealth Management
Pennsylvania
$573K -$44.7K -400 -7%
DL
2079
DOHJ LLC
Washington
$572K +$572K +5,120 New
V
2080
VeraBank
Texas
$570K +$54.7K +490 +11%
CAL
2081
Capital Advisors Ltd
Ohio
$569K – – –
HGA
2082
Hobbs Group Advisors
South Carolina
$566K +$566K +5,070 New
AWM
2083
Atticus Wealth Management
Florida
$564K -$20.1K -180 -3%
LL
2084
LPWM LLC
Minnesota
$563K +$38.8K +370 +7%
BB
2085
Berkshire Bank
Massachusetts
$563K +$7.81K +70 +1%
I
2086
InceptionR
California
$561K -$627K -5,620 -53%
SVCP
2087
Silicon Valley Capital Partners
California
$560K +$3.35K +30 +0.6%
PNAA
2088
Pictet North America Advisors
Switzerland
$558K – – –
KJHP
2089
K.J. Harrison & Partners
Ontario, Canada
$558K +$558K +5,000 New
SAM
2090
Secure Asset Management
Michigan
$558K +$2.23K +20 +0.4%
GI
2091
GAMCO Investors
Connecticut
$555K +$555K +4,970 New
LMKC
2092
L.M. Kohn & Company
Ohio
$555K +$11.2K +100 +2%
CSA
2093
Cottage Street Advisors
Massachusetts
$552K -$438K -4,000 -44%
LA
2094
Latitude Advisors
Florida
$552K +$3.35K +30 +0.6%
B
2095
Barings
North Carolina
$551K +$146K +1,310 +36%
RWI
2096
Red Wave Investments
Pennsylvania
$550K +$99.3K +890 +22%
TW
2097
Traveka Wealth
California
$550K +$550K +4,930 New
FWA
2098
FOCUS Wealth Advisors
Texas
$549K – – –
IC
2099
Inscription Capital
Texas
$549K +$261K +2,340 +91%
EWS
2100
Eagle Wealth Strategies
New Jersey
$548K +$548K +4,910 New
82 83
84
85 86