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Broadcom
AVGO

Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
2176
Callan Family Office
Pennsylvania
$206K +$206K +2,380 New
SHFA
2177
SC&H Financial Advisors
Maryland
$206K +$206K +2,380 New
GHA
2178
Granite Harbor Advisors
Texas
$206K +$206K +2,370 New
WMP
2179
Wealth Management Partners
Arizona
$204K +$204K +2,350 New
NAMP
2180
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$204K +$204K +2,350 New
MPW
2181
MGO Private Wealth
California
$203K +$203K +2,340 New
MWM
2182
Merriman Wealth Management
Washington
$202K +$202K +2,330 New
LFG
2183
Lockerman Financial Group
California
$202K +$202K +2,330 New
PAM
2184
Palisade Asset Management
Minnesota
$201K +$201K +2,320 New
ICM
2185
Intrepid Capital Management
Florida
$201K +$201K +2,310 New
SCM
2186
Schnieders Capital Management
California
$200K +$200K +2,310 New
CCA
2187
Catalyst Capital Advisors
New York
$200K -$7.81K -90 -4%
GM
2188
GeoWealth Management
Illinois
$198K +$45K +520 +29%
RDFA
2189
Ritter Daniher Financial Advisory
Ohio
$197K -$65.1K -750 -25%
FCFS
2190
First Command Financial Services
Texas
$194K -$34.7K -400 -15%
FCB
2191
First Command Bank
Texas
$194K -$34.7K -400 -15%
Capstone Investment Advisors
2192
Capstone Investment Advisors
New York
$191K -$3.45M -39,780 -95%
MS
2193
Mizuho Securities
Japan
$191K -$8.67K -100 -4%
FA
2194
Fiduciary Alliance
South Carolina
$190K +$190K +2,190 New
QL
2195
Quarry LP
New York
$187K +$187K +2,160 New
MCM
2196
MV Capital Management
Maryland
$186K +$8.67K +100 +5%
BWA
2197
BDO Wealth Advisors
Florida
$185K +$122K +1,410 +193%
VCM
2198
Versant Capital Management
Arizona
$181K +$13K +150 +8%
HCP
2199
Hexagon Capital Partners
Arkansas
$181K -$160K -1,850 -47%
AAM
2200
Alphadyne Asset Management
New York
$177K +$177K +2,040 New
86 87
88
89 90