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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
HWA
2126
HHM Wealth Advisors
Tennessee
$26.3K -$5.42K -90 -18%
CSB
2127
City State Bank
Iowa
$26K
GIS
2128
Grayhawk Investment Strategies
Alberta, Canada
$24K +$16.8K +280 New
CYG
2129
Clean Yield Group
Vermont
$23.7K
IRAG
2130
Investment Research & Advisory Group
Georgia
$23.7K
MAWCM
2131
Mine & Arao Wealth Creation & Management
California
$23.1K
ECM
2132
Estabrook Capital Management
New York
$23.1K
RWML
2133
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.1K
KM
2134
Kalos Management
Georgia
$23.1K +$21.7K +360 New
PK
2135
Pflug Koory
Nebraska
$22.5K
CC
2136
Cypress Capital
Tennessee
$21.8K -$2.42M -40,200 -99%
BA
2137
Bellwether Advisors
Nebraska
$21.8K
IWP
2138
IAG Wealth Partners
Wisconsin
$21.8K +$10.2K +170 +100%
SWA
2139
SOA Wealth Advisors
New York
$21.2K
SIC
2140
SJS Investment Consulting
Ohio
$21.2K +$3.61K +60 +22%
LWP
2141
Lumature Wealth Partners
Georgia
$20.5K -$548K -9,110 -97%
RA
2142
Rise Advisors
New York
$20K +$4.81K +80 +35%
LWA
2143
Lowe Wealth Advisors
Maryland
$19.9K
DI
2144
Disciplined Investments
Oklahoma
$19.9K +$4.21K +70 +29%
SFCL
2145
Strengthening Families & Communities LLC
Massachusetts
$19.8K +$20.5K +340 +4%
OLVIG
2146
Oliver Lagore Vanvalin Investment Group
Michigan
$18.6K
RWM
2147
Ruedi Wealth Management
Illinois
$16K
BCMIO
2148
Beacon Capital Management Inc (Ohio)
Ohio
$16K +$15K +250 New
CIA
2149
Cascade Investment Advisors
Oregon
$16K +$15K +250 New
CP
2150
Castleview Partners
Texas
$15.7K

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.