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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
FPFS
2101
First Personal Financial Services
North Carolina
$43.6K
TAM
2102
Tucker Asset Management
Colorado
$43K +$1.8K +30 +5%
JMF
2103
Johnson Midwest Financial
Iowa
$41.9K +$1.8K +30 +5%
MWM
2104
Mascoma Wealth Management
New Hampshire
$40.8K
VF
2105
VitalStone Financial
Texas
$40K +$15K +250 +71%
SC
2106
Schubert & Co
Texas
$39.8K +$1.8K +30 +5%
TFM
2107
TFC Financial Management
Massachusetts
$39.1K +$3.01K +50 +9%
ST
2108
Sageworth Trust
Pennsylvania
$39.1K +$36.7K +610 New
YDMI
2109
Y.D. More Investments
Israel
$37.9K -$695K -11,560 -95%
SIS
2110
Sound Income Strategies
Florida
$37.2K -$7.22K -120 -17%
BBPWM
2111
Blue Bell Private Wealth Management
Pennsylvania
$37.2K
WPWM
2112
Western Pacific Wealth Management
Illinois
$37.2K
CMP
2113
Coston McIsaac & Partners
Maine
$36K -$4.81K -80 -12%
MCI
2114
MRP Capital Investments
Georgia
$35.9K +$12.6K +210 +60%
CCMI
2115
Creative Capital Management Investments
California
$35.9K +$19.9K +330 +143%
DWA
2116
Delos Wealth Advisors
Texas
$35.3K
WAS
2117
Winch Advisory Services
Wisconsin
$34K +$602 +10 +2%
TCM
2118
TD Capital Management
Tennessee
$32K
CWAF
2119
Core Wealth Advisors (Florida)
Florida
$31.4K
TJHA
2120
Thomas J. Herzfeld Advisors
Florida
$29.5K
TFGT
2121
TS Financial Group (TSFG)
Illinois
$29K +$602 +10 +2%
Optiver Holding
2122
Optiver Holding
Netherlands
$28.2K +$26.5K +440 New
BONH
2123
Bank of New Hampshire
New Hampshire
$27.6K +$3.61K +60 +16%
IAS
2124
IMA Advisory Services
Colorado
$26.9K
FWM
2125
Focused Wealth Management
New York
$26.7K +$602 +10 +2%

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.