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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 %
JGC
2151
J. Goldman & Co
New York
$501K +$501K +4,490 New
WIA
2152
World Investment Advisors
California
$500K -$51.3K -460 -9%
PL
2153
Plancorp LLC
Missouri
$499K +$154K +1,380 +45%
GFP
2154
Guardian Financial Partners
California
$497K +$223K +2,000 +82%
CP
2155
Canopy Partners
Ohio
$497K +$497K +4,450 New
CCFCSB
2156
Cape Cod Five Cents Savings Bank
Massachusetts
$494K -$644K -5,770 -57%
KWM
2157
Kolinsky Wealth Management
New Jersey
$493K -$41.3K -370 -8%
OPOWM
2158
One Plus One Wealth Management
Florida
$491K -$11.2K -100 -2%
CPW
2159
Catalyst Private Wealth
California
$491K – – –
MIC
2160
Means Investment Company
Maine
$491K +$70.3K +630 +17%
SB
2161
Sunflower Bank
Texas
$490K +$114K +1,020 +30%
FC
2162
Fulcrum Capital
Washington
$488K – – –
IIM
2163
Ipswich Investment Management
Massachusetts
$486K – – –
WCFA
2164
Walkner Condon Financial Advisors
Wisconsin
$484K +$102K +910 +27%
BCP
2165
Berkeley Capital Partners
Georgia
$483K -$77K -690 -14%
JLBC
2166
J.L. Bainbridge & Co
Florida
$482K +$15.6K +140 +3%
OWA
2167
Opal Wealth Advisors
New York
$482K -$3.35K -30 -0.7%
SC
2168
Sepio Capital
Utah
$482K +$482K +4,310 New
WAM
2169
Wakefield Asset Management
Colorado
$479K -$179K -1,600 -27%
WF
2170
Wayfinding Financial
Washington
$476K +$51.3K +460 +12%
WA
2171
Win Advisors
Florida
$476K +$476K +4,260 New
KA
2172
Kure Advisory
Minnesota
$476K -$15.6K -140 -3%
HA
2173
Hofer & Associates
California
$473K -$15.6K -140 -3%
JWM
2174
JGP Wealth Management
Oregon
$469K +$5.58K +50 +1%
BFM
2175
Boothbay Fund Management
New York
$469K -$11.2M -100,730 -96%
85 86
87
88 89