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Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.8B
2
State Street
2
State Street
Massachusetts
$10.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$404M
4
BlackRock
4
BlackRock
New York
$19.1B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$967M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$17.7B
2
Capital World Investors
2
Capital World Investors
California
$17.5B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$375M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$13.6B
5
Franklin Resources
5
Franklin Resources
California
$401M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
2226
Sherbrooke Park Advisers
New York
– -$559K -10,000 Closed
GLAM
2227
Gardner Lewis Asset Management
Pennsylvania
– -$431K -7,710 Closed
CMS
2228
Capital Market Strategies
Florida
– -$422K -7,550 Closed
CA
2229
Calton & Associates
Florida
– -$404K -7,230 Closed
MF
2230
Manchester Financial
California
– -$386K -6,910 Closed
AAS
2231
Annex Advisory Services
Wisconsin
– -$379K -6,780 Closed
WE
2232
Wealth Effects
Massachusetts
– -$338K -6,040 Closed
CL
2233
CSS LLC
Illinois
– -$335K -6,000 Closed
PAM
2234
Premier Asset Management
Illinois
– -$319K -5,700 Closed
CFO
2235
Collective Family Office
Pennsylvania
– -$314K -5,620 Closed
GCM
2236
Graham Capital Management
Connecticut
– -$313K -5,600 Closed
FPAS
2237
Focus Partners Advisor Solutions
Missouri
– -$310K -5,530 Closed
MAM
2238
Madison Asset Management
Wisconsin
– -$308K -5,510 Closed
PTC
2239
Petrus Trust Company
Texas
– -$302K -5,400 Closed
CWP
2240
Capital Wealth Planning
Florida
– -$297K -5,310 Closed
TGAM
2241
TBH Global Asset Management
Tennessee
– -$281K -5,020 Closed
SC
2242
Shay Capital
New York
– -$280K -5,000 Closed
CGA
2243
Crescent Grove Advisors
Illinois
– -$277K -4,950 Closed
VPP
2244
Vertex Planning Partners
Illinois
– -$273K -4,880 Closed
WIM
2245
WealthPlan Investment Management
Nebraska
– -$289K -4,810 Closed
M
2246
Mirova
France
– -$259K -4,640 Closed
SLG
2247
Stanley-Laman Group
Pennsylvania
– -$259K -4,630 Closed
CWM
2248
CCG Wealth Management
California
– -$254K -4,540 Closed
QC
2249
QCM Cayman
Texas
– -$252K -4,510 Closed
HIF
2250
Hill Island Financial
Michigan
– -$234K -4,190 Closed
88 89
90
91 92