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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 %
CAM
2101
Campion Asset Management
Virginia
$280K – – –
SB
2102
Sunflower Bank
Texas
$280K +$41.5K +500 +17%
EL
2103
EWA LLC
Pennsylvania
$279K +$16.1K +170 +6%
TCA
2104
Trifecta Capital Advisors
Illinois
$278K +$44K +530 +19%
AMM
2105
American Money Management
California
$278K +$3.32K +40 +1%
FM
2106
Family Management
New York
$278K -$112K -1,350 -29%
IGGA
2107
Iron Gate Global Advisors
Utah
$278K -$53.2K -640 -16%
PI
2108
Parkside Investments
Illinois
$277K +$1.66K +20 +0.6%
RC
2109
Rovin Capital
Arizona
$276K -$38.2K -460 -12%
FWTB
2110
First Western Trust Bank
Colorado
$275K -$28.2K -340 -9%
B
2111
Bellecapital
Switzerland
$275K +$7.48K +90 +3%
KBFS
2112
Kohmann Bosshard Financial Services
Ohio
$275K +$46.5K +560 +20%
BAM
2113
Bosun Asset Management
Illinois
$274K +$1.66K +20 +0.6%
MC
2114
Machina Capital
France
$274K -$166K -2,000 -38%
SWIG
2115
Strategic Wealth Investment Group
Kentucky
$274K -$65.6K -790 -19%
MAA
2116
Mraz Amerine & Associates
California
$274K – – –
SOW
2117
State of Wyoming
Wyoming
$274K +$203K +2,450 +288%
TA
2118
TrueWealth Advisors
Alabama
$274K +$274K +3,300 New
NCM
2119
Northside Capital Management
Oregon
$273K – – –
SNBOSD
2120
Security National Bank of So Dak
Iowa
$271K – – –
GCIA
2121
Gabelli & Co Investment Advisers
New York
$270K -$41.5K -500 -13%
PFA
2122
Pure Financial Advisors
California
$270K -$831 -10 -0.3%
LWM
2123
LJI Wealth Management
Indiana
$270K +$32.4K +390 +14%
ICP
2124
Interchange Capital Partners
Pennsylvania
$269K +$52.4K +630 +24%
AGA
2125
Arkos Global Advisors
Texas
$268K +$39K +470 +17%
83 84
85
86 87