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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
CIC
2226
Cornercap Investment Counsel
Georgia
-$1.88M -33,640 Closed
HCCM
2227
Hudson Canyon Capital Management
New York
-$1.71M -30,560 Closed
TAL
2228
TIG Advisors LLC
New York
-$1.51M -27,000 Closed
BWM
2229
BNC Wealth Management
Oregon
-$1.19M -21,370 Closed
GTCM
2230
Gyon Technologies Capital Management
New Jersey
-$1.17M -20,980 Closed
SCP
2231
Syntal Capital Partners
Texas
-$1.16M -20,770 Closed
MMC
2232
Mizuho Markets Cayman
Cayman Islands
-$1.16M -20,730 Closed
SMH
2233
Sanders Morris Harris
Texas
-$1.1M -19,640 Closed
PP
2234
PDT Partners
New York
-$951K -17,000 Closed
BBP
2235
Banco BTG Pactual
Brazil
-$677K -12,100 Closed
PAG
2236
Private Advisory Group
Washington
-$654K -11,700 Closed
GCM
2237
Gibraltar Capital Management
Oklahoma
-$639K -11,430 Closed
AGP
2238
Autumn Glory Partners
Texas
-$624K -11,160 Closed
RIM
2239
Redwood Investment Management
Arizona
-$614K -10,980 Closed
PCMU
2240
Paragon Capital Management (Utah)
Utah
-$600K -10,730 Closed
SPA
2241
Sherbrooke Park Advisers
New York
-$559K -10,000 Closed
GLAM
2242
Gardner Lewis Asset Management
Pennsylvania
-$431K -7,710 Closed
CMS
2243
Capital Market Strategies
Florida
-$422K -7,550 Closed
CA
2244
Calton & Associates
Florida
-$404K -7,230 Closed
MF
2245
Manchester Financial
California
-$386K -6,910 Closed
AAS
2246
Annex Advisory Services
Wisconsin
-$379K -6,780 Closed
WE
2247
Wealth Effects
Massachusetts
-$338K -6,040 Closed
CL
2248
CSS LLC
Illinois
-$335K -6,000 Closed
PAM
2249
Premier Asset Management
Illinois
-$319K -5,700 Closed
CFO
2250
Collective Family Office
Pennsylvania
-$314K -5,620 Closed

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.