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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
RCM
201
RNC Capital Management
California
$70M -$2.14M -35,580 -3%
MAM
202
Martingale Asset Management
Massachusetts
$69.2M -$2.61M -43,300 -4%
PI
203
PFS Investments
Georgia
$69.1M +$9.45M +157,010 +16%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$68.6M +$5.53M +91,930 +9%
GQG Partners
205
GQG Partners
Florida
$68.1M +$57.7M +959,000 +930%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$68.1M +$3.73M +61,970 +6%
ERSOT
207
Employees Retirement System of Texas
Texas
$67.7M
MHI
208
Miller Howard Investments
New York
$67.6M +$717K +11,910 +1%
DCM
209
Donaldson Capital Management
Indiana
$64.4M -$16.3M -271,550 -21%
BBVA
210
Banco Bilbao Vizcaya Argentaria
Spain
$64.1M +$189K +3,140 +0.3%
ZIM
211
Zacks Investment Management
Illinois
$63.5M +$2.04M +33,990 +4%
TC
212
TwinBeech Capital
New York
$62.5M +$58.6M +974,080 New
UIM
213
USS Investment Management
United Kingdom
$62.4M +$2.68M +44,480 +5%
CS
214
Candriam SCA
Luxembourg
$62.4M -$11.7M -195,190 -16%
FWCM
215
Ferguson Wellman Capital Management
Oregon
$62.2M +$588K +9,770 +1%
US Bancorp
216
US Bancorp
Minnesota
$62.2M -$546K -9,080 -0.9%
GLA
217
Great Lakes Advisors
Illinois
$61.7M +$53.1M +881,800 +1,104%
USAA
218
United Services Automobile Association
Texas
$61.6M +$1.01M +16,830 +2%
CB
219
Commerce Bank
Missouri
$61.2M +$35.2M +584,710 +158%
ZIC
220
ZWJ Investment Counsel
Georgia
$59.2M -$3.34M -55,470 -6%
X
221
Xponance
Pennsylvania
$59.2M +$1.86M +30,840 +3%
Neuberger Berman Group
222
Neuberger Berman Group
New York
$59.1M +$2.61M +43,460 +5%
AA
223
Ancora Advisors
Ohio
$58.6M +$1.3M +21,600 +2%
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$58.2M
CIS
225
Capital International Sarl
California
$58M +$11.1M +185,230 +26%

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.