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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
2176
Associated Banc-Corp
Wisconsin
$239K -$35.7K -430 -13%
USB
2177
Union Savings Bank
Connecticut
$239K – – –
WTA
2178
Washington Trust Advisors
Massachusetts
$239K +$111K +1,340 +87%
MSCM
2179
McElhenny Sheffield Capital Management
Texas
$239K +$1.73K +20 +0.7%
ETIA
2180
Epic Trust Investment Advisors
Washington
$238K -$26.6K -320 -10%
EC
2181
EdgeRock Capital
Colorado
$238K +$238K +2,870 New
HWM
2182
Hemington Wealth Management
Virginia
$238K -$48.9K -590 -17%
BCMLT
2183
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K – – –
EB
2184
Exchange Bank
California
$236K -$18.3K -220 -7%
TWA
2185
TCI Wealth Advisors
Arizona
$236K +$4.98K +60 +2%
BSSFA
2186
Baron Silver Stevens Financial Advisors
Florida
$235K +$2.5K +30 +1%
MWA
2187
Motive Wealth Advisors
Michigan
$235K -$16.6K -200 -7%
MKC
2188
M. Kraus & Co
Vermont
$234K – – –
HAC
2189
Harbor Advisory Corp
New Hampshire
$233K – – –
CSC
2190
Caldwell Sutter Capital
California
$233K -$49.8K -600 -18%
1W
2191
1776 Wealth
Georgia
$233K – – –
PHIC
2192
Pine Haven Investment Counsel
Massachusetts
$232K – – –
T
2193
TRUADVICE
Florida
$231K +$231K +2,410 New
FCA
2194
FLC Capital Advisors
California
$230K – – –
OCPWS
2195
One Charles Private Wealth Services
Massachusetts
$230K – – –
ML
2196
McAdam LLC
Pennsylvania
$229K +$21.6K +260 +10%
BFC
2197
Bedel Financial Consulting
Indiana
$228K +$4.99K +60 +2%
OCM
2198
One Capital Management
California
$228K +$8.31K +100 +4%
BWL
2199
Bogart Wealth LLC
Virginia
$227K -$2.49K -30 -1%
RF
2200
Rollins Financial
Georgia
$227K +$21.6K +260 +11%
86 87
88
89 90