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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 %
OIM
2126
Oder Investment Management
California
$522K – – –
KA
2127
Klingman & Associates
New York
$521K -$381K -3,410 -42%
FSA
2128
Financial Sense Advisors
California
$521K – – –
IWP
2129
Insight Wealth Partners
Texas
$521K +$231K +2,070 +80%
CFG
2130
Carr Financial Group
Massachusetts
$520K +$520K +4,660 New
YCM
2131
Yakira Capital Management
Connecticut
$520K +$520K +4,660 New
UCB
2132
United Community Bank
South Carolina
$519K – – –
Kayne Anderson Rudnick Investment Management
2133
Kayne Anderson Rudnick Investment Management
California
$518K +$41.4K +370 +9%
TA
2134
TrueWealth Advisors
Alabama
$518K +$149K +1,340 +41%
GWA
2135
GGM Wealth Advisors
Maryland
$515K +$6.02K +50 +1%
BBWP
2136
Beacon Bridge Wealth Partners
Pennsylvania
$512K -$8.73M -78,220 -94%
ACP
2137
Aveo Capital Partners
Colorado
$512K +$70.3K +630 +16%
DIM
2138
Delta Investment Management
California
$510K +$42.4K +380 +9%
AAMC
2139
Asset Allocation & Management Company
Illinois
$510K – – –
NAS
2140
Nicolet Advisory Services
Wisconsin
$509K +$15.7K +150 +3%
SAM
2141
Selway Asset Management
$508K – – –
VAM
2142
Verity Asset Management
North Carolina
$507K – – –
JWM
2143
Janiczek Wealth Management
Colorado
$506K +$53.6K +480 +12%
CCA
2144
Cobblestone Capital Advisors
New York
$506K +$506K +4,530 New
PMSA
2145
Patrick M. Sweeney & Associates
Illinois
$505K +$505K +4,530 New
AT
2146
American Trust
Kentucky
$503K +$11.2K +100 +2%
BC
2147
Belmont Capital
California
$503K – – –
PCA
2148
Prosperity Capital Advisors
Ohio
$502K +$70.3K +630 +16%
TCM
2149
Telos Capital Management
California
$502K +$15.6K +140 +3%
RFA
2150
Resurgent Financial Advisors
Georgia
$502K -$25.7K -230 -5%
84 85
86
87 88