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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 %
AIFAIM
2126
American Institute for Advanced Investment Management
Arizona
$266K – – –
MTIC
2127
Missouri Trust & Investment Company
Missouri
$265K – – –
NAMP
2128
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K +$66.4K +800 +34%
SFC
2129
SYM Financial Corp
Indiana
$262K +$262K +3,150 New
FG
2130
Foster Group
Iowa
$261K +$14.1K +170 +6%
AWAP
2131
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$261K +$4.15K +50 +2%
WRPWM
2132
Werba Rubin Papier Wealth Management
California
$261K +$11.6K +140 +5%
EWM
2133
Executive Wealth Management
Michigan
$259K -$8.32K -100 -3%
JTWM
2134
Jackson Thornton Wealth Management
Alabama
$259K – – –
GA
2135
Gateway Advisory
New Jersey
$259K +$30.7K +370 +13%
FPAS
2136
Focus Partners Advisor Solutions
Missouri
$259K -$2.5K -30 -1%
CAM
2137
Concorde Asset Management
Michigan
$259K +$259K +3,120 New
KOMWMG
2138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K -$5.82K -70 -2%
KA
2139
Kozak & Associates
Colorado
$258K +$11.8K +140 +5%
BIP
2140
Blue Investment Partners
California
$258K – – –
GPI
2141
General Partner Inc
Pennsylvania
$258K – – –
PWP
2142
Private Wealth Partners
California
$257K – – –
PL
2143
Plancorp LLC
Missouri
$257K +$54K +650 +27%
IA
2144
Inspire Advisors
Idaho
$257K +$17.4K +210 +7%
CCA
2145
Catalyst Capital Advisors
New York
$256K +$64.8K +780 +34%
TCPG
2146
Trivant Custom Portfolio Group
California
$255K – – –
WW
2147
Westshore Wealth
California
$255K +$13.3K +160 +5%
WA
2148
WESPAC Advisors
California
$254K -$28.2K -340 -10%
BC
2149
Bridgefront Capital
Texas
$254K +$254K +3,060 New
CCA
2150
Column Capital Advisors
Indiana
$253K -$4.98K -60 -2%
84 85
86
87 88