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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
BCH
2176
Berkshire Capital Holdings
California
$6.42K
EAM
2177
Eukles Asset Management
Ohio
$6.42K
ECM
2178
Everence Capital Management
Indiana
$6.24K +$325K +5,400 +6%
CPA
2179
Cowen Prime Advisors
New York
$6K +$5.42K +90 New
LM
2180
Lincluden Management
Ontario, Canada
$6K +$6.02K +100 New
TF
2181
TimeScale Financial
Massachusetts
$5.94K -$17.4K -290 -76%
PS
2182
PayPay Securities
Japan
$5.77K -$4.21K -70 -44%
IRC
2183
Investors Research Corp
Georgia
$5.77K
LG
2184
LAM Group
Oregon
$5.13K +$4.81K +80 New
PP
2185
PFS Partners
New Jersey
$4.89K
LWANC
2186
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.49K
ORAM
2187
One River Asset Management
Connecticut
$4.47K +$3.61K +60 New
DAM
2188
Delta Asset Management
Tennessee
$3.21K
HWP
2189
Highline Wealth Partners
California
$3.21K
UFF
2190
USA Financial Formulas
Michigan
$3.21K +$3.01K +50 New
AW
2191
Avion Wealth
Texas
$3K
RBC
2192
Roble Belko & Company
Pennsylvania
$3K
NSG
2193
Nalls Sherbakoff Group
Tennessee
$2.54K +$2.41K +40 New
WA
2194
WestEnd Advisors
North Carolina
$1.93K -$1.8K -30 Closed
BCPWM
2195
Bradley & Co Private Wealth Management
Florida
$1.93K
AIP
2196
Ahrens Investment Partners
Louisiana
$1.93K +$1.8K +30 New
KHC
2197
Koesten Hirschmann & Crabtree
Kansas
$1.93K +$1.8K +30 New
AWM
2198
Activest Wealth Management
Florida
$1.44K -$4.21K -70 -78%
HWM
2199
HighMark Wealth Management
Minnesota
$1.28K
2L
2200
25 LLC
Missouri
$1.26K +$1.2K +20 New

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.