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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2126
Cubic Asset Management
Massachusetts
$233K +$233K +2,690 New
BFC
2127
Bedel Financial Consulting
Indiana
$233K +$233K +2,690 New
LDB
2128
Lee, Danner & Bass
Tennessee
$233K +$233K +2,690 New
MIC
2129
Means Investment Company
Maine
$232K +$232K +2,680 New
GIA
2130
GHP Investment Advisors
Colorado
$232K -$20.7K -250 -8%
SCA
2131
Stonebridge Capital Advisors
Minnesota
$231K +$60.7K +700 +36%
EPA
2132
Element Pointe Advisors
Florida
$231K +$231K +2,660 New
WA
2133
Wambolt & Associates
Colorado
$230K +$230K +2,650 New
OCM
2134
One Capital Management
California
$229K +$229K +2,640 New
ADIM
2135
Alpha DNA Investment Management
Maryland
$229K +$229K +2,640 New
PGF
2136
Plan Group Financial
Oklahoma
$229K +$229K +2,590 New
AA
2137
Auxano Advisors
Washington
$225K – – –
ICP
2138
Interchange Capital Partners
Pennsylvania
$225K -$47.7K -550 -17%
IWP
2139
Insight Wealth Partners
Texas
$225K +$225K +2,590 New
ONST
2140
Old North State Trust
North Carolina
$223K – – –
AA
2141
AlphaQ Advisors
Florida
$221K +$221K +2,550 New
CWA
2142
Consilio Wealth Advisors
Washington
$220K +$220K +2,530 New
KFG
2143
Kingdom Financial Group
Arizona
$219K +$219K +2,530 New
BWA
2144
Bordeaux Wealth Advisors
California
$219K +$219K +2,520 New
FNBSF
2145
First National Bank Sioux Falls
South Dakota
$219K +$219K +2,520 New
NG
2146
Northstar Group
New York
$219K +$219K +2,520 New
CWM
2147
Curi Wealth Management
North Carolina
$218K +$218K +2,520 New
WP
2148
WMS Partners
Maryland
$218K +$218K +2,510 New
SAM
2149
Satovsky Asset Management
New York
$217K +$217K +2,500 New
BIA
2150
Barry Investment Advisors
Massachusetts
$216K +$216K +2,490 New
84 85
86
87 88