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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
CIA
2151
Cape Investment Advisory
Georgia
$14.8K +$13.8K +230 New
TIM
2152
Tortoise Investment Management
New York
$14.1K
DCP
2153
Distillate Capital Partners
Illinois
$13.5K
KC
2154
Kenfarb & Co
Kentucky
$13.5K
CBT
2155
CoreFirst Bank & Trust
Kansas
$12.8K -$6.62K -110 -35%
CSPAM
2156
Cary Street Partners Asset Management
Virginia
$12.8K
SC
2157
Stephens Consulting
Michigan
$12.8K
FA
2158
Financial Avengers
California
$12.6K +$602 +10 +5%
JFA
2159
JNBA Financial Advisors
Minnesota
$12.2K +$7.22K +120 +171%
LFA
2160
Legend Financial Advisors
Pennsylvania
$12.2K -$3.61K -60 -24%
CSWM
2161
Cassady Schiller Wealth Management
Ohio
$11.5K
PP
2162
PrairieView Partners
Minnesota
$10K +$3.01K +50 +45%
OIS
2163
Okabena Investment Services
Minnesota
$9.68K +$65.6K +1,090 New
WWM
2164
Wolff Wiese Magana
California
$9.62K -$1.2K -20 -12%
CWM
2165
Cranbrook Wealth Management
Michigan
$9.62K
GWSA
2166
Global Wealth Strategies & Associates
Colorado
$9.62K
MFT
2167
Moisand Fitzgerald Tamayo
Florida
$8.98K
RI
2168
Ridgewood Investments
New Jersey
$8.98K +$8.42K +140 New
KFS
2169
Kelly Financial Services
Massachusetts
$8.76K -$3.01K -50 -26%
JFG
2170
JDM Financial Group
Texas
$8.34K
PCFFS
2171
Pacific Center for Financial Services
California
$7.7K +$7.22K +120 New
WAM
2172
Worth Asset Management
Texas
$7.7K
BC
2173
Barrett & Company
Rhode Island
$7.06K
YAL
2174
Your Advocates Ltd
Texas
$7.06K
DF
2175
DecisionPoint Financial
Arizona
$6.42K

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.