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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 %
CAM
2201
Close Asset Management
United Kingdom
$173K – – –
PMFA
2202
Plante Moran Financial Advisors
Michigan
$171K +$10.4K +120 +6%
MCA
2203
Maryland Capital Advisors
Maryland
$169K – – –
DCBT
2204
Dakota Community Bank & Trust
North Dakota
$162K -$13K -150 -7%
EARNEST Partners
2205
EARNEST Partners
Georgia
$161K – – –
CT
2206
Clearstead Trust
Maine
$159K +$20.8K +240 +15%
POIA
2207
Pin Oak Investment Advisors
Texas
$157K +$8.67K +100 +6%
CHA
2208
Carmichael Hill & Associates
Maryland
$149K – – –
PPWM
2209
PFG Private Wealth Management
Florida
$148K +$867 +10 +0.6%
JWM
2210
Janiczek Wealth Management
Colorado
$148K +$20.8K +240 +16%
SIC
2211
Salem Investment Counselors
North Carolina
$147K +$8.67K +100 +6%
HIM
2212
Hillsdale Investment Management
Ontario, Canada
$142K +$43.4K +500 +44%
LSA
2213
Lansing Street Advisors
Pennsylvania
$142K +$48.4K +560 +52%
WTA
2214
Washington Trust Advisors
Massachusetts
$134K -$76.5K -880 -36%
GCM
2215
Gables Capital Management
Florida
$133K – – –
RFP
2216
Roth Financial Partners
Texas
$132K +$132K +1,520 New
JWA
2217
JFS Wealth Advisors
Pennsylvania
$128K +$4.34K +50 +4%
PB
2218
Pinnacle Bancorp
Nebraska
$128K -$4.34K -50 -3%
FFC
2219
First Financial Corp
Indiana
$128K +$6.94K +80 +6%
AF
2220
Arrow Financial
New York
$126K +$6.94K +80 +6%
IAS
2221
IMA Advisory Services
Colorado
$125K +$88.5K +1,020 +243%
SAG
2222
Spotlight Asset Group
Illinois
$118K +$118K +1,360 New
DAC
2223
Dividend Assets Capital
South Carolina
$117K +$30.3K +350 +35%
BAMCO Inc
2224
BAMCO Inc
New York
$114K +$2.6K +30 +2%
FDCC
2225
Foster Dykema Cabot & Co
Massachusetts
$111K +$111K +1,280 New
87 88
89
90 91