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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 %
SSWM
2201
Sheets Smith Wealth Management
North Carolina
$226K – – –
CSIC
2202
Clifford Swan Investment Counsel
California
$225K -$23.3K -280 -9%
PCH
2203
PGIM Custom Harvest
New Jersey
$225K +$225K +2,710 New
KWMG
2204
King Wealth Management Group
Florida
$224K -$10.8K -130 -5%
CAM
2205
Cubic Asset Management
Massachusetts
$223K – – –
LDB
2206
Lee, Danner & Bass
Tennessee
$223K – – –
CDH
2207
Charles D. Hyman
$223K +$223K +2,680 New
CWA
2208
Consilio Wealth Advisors
Washington
$223K +$16.3K +200 +8%
CIC
2209
Cornercap Investment Counsel
Georgia
$222K -$4.98K -60 -2%
SWA
2210
Sax Wealth Advisors
New Jersey
$221K +$221K +2,660 New
CMBA
2211
C.M. Bidwell & Associates
Hawaii
$220K -$75.6K -910 -26%
KFG
2212
Kingdom Financial Group
Arizona
$220K +$9.95K +120 +5%
OL
2213
Owen LaRue
Kentucky
$219K -$413K -4,970 -65%
ESCM
2214
Echo Street Capital Management
New York
$217K +$217K +2,610 New
VCP
2215
Verus Capital Partners
Arizona
$216K +$216K +2,600 New
IWP
2216
Insight Wealth Partners
Texas
$216K +$831 +10 +0.4%
BG
2217
Benedetti & Gucer
Georgia
$216K +$216K +2,600 New
MA
2218
MJP Associates
Connecticut
$216K -$312K -3,760 -59%
IC
2219
Inscription Capital
Texas
$214K -$45.7K -550 -18%
HA
2220
HFG Advisors
Ohio
$214K +$214K +2,580 New
WAM
2221
WNY Asset Management
New York
$214K -$20.8K -250 -9%
LRIA
2222
Leonard Rickey Investment Advisors
Washington
$214K -$9.96K -120 -4%
MWP
2223
Meridian Wealth Partners
Pennsylvania
$214K +$10.8K +130 +5%
LCC
2224
Lincoln Capital Corp
Rhode Island
$213K -$15.8K -190 -7%
CG
2225
Cynosure Group
Utah
$213K +$213K +2,570 New
87 88
89
90 91