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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 %
FSA
2101
Fort Sheridan Advisors
Illinois
$547K +$82.6K +740 +18%
KCM
2102
Kathmere Capital Management
Pennsylvania
$545K +$80.4K +720 +17%
TWA
2103
TCI Wealth Advisors
Arizona
$544K +$228K +2,040 +72%
MI
2104
Motiv8 Investments
Florida
$544K +$544K +4,870 New
T
2105
TCWP
Ohio
$544K -$2.71M -24,310 -83%
OCM
2106
One Capital Management
California
$544K +$238K +2,130 +78%
SIA
2107
Soltis Investment Advisors
Utah
$542K +$46.9K +420 +9%
AWM
2108
Affinity Wealth Management
Delaware
$541K +$16.7K +150 +3%
CCWM
2109
Correct Capital Wealth Management
Missouri
$539K +$539K +4,830 New
CFD
2110
Creative Financial Designs
Indiana
$539K -$671K -6,020 -55%
WTB
2111
Washington Trust Bank
Washington
$538K +$59.2K +530 +12%
VCM
2112
Vivaldi Capital Management
Illinois
$537K +$537K +4,290 New
AWM
2113
Angeles Wealth Management
California
$537K +$97.1K +870 +22%
KAS
2114
KPP Advisory Services
Kentucky
$535K +$10K +90 +2%
BGAI
2115
Bruce G. Allen Investments
Colorado
$535K +$535K +4,790 New
KNW
2116
Kesler Norman & Wride
Utah
$534K +$263K +2,360 +98%
OFS
2117
OneAscent Financial Services
Alabama
$532K +$195K +1,750 +58%
HCM
2118
Howland Capital Management
Massachusetts
$531K – – –
PPP
2119
Private Portfolio Partners
New Jersey
$531K +$14.5K +130 +3%
LAS
2120
Lloyd Advisory Services
Georgia
$529K -$664K -5,950 -56%
WSWA
2121
Warren Street Wealth Advisors
California
$527K +$32.4K +290 +7%
UOTTAIMCU
2122
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$527K +$527K +4,720 New
DVF
2123
Discovery Value Fund
Singapore
$525K +$525K +4,700 New
T
2124
TNF
Montana
$524K +$125K +1,030 +31%
PCM
2125
Prelude Capital Management
New York
$522K +$522K +4,680 New
83 84
85
86 87