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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 %
MHWM
2226
Montz Harcus Wealth Management
Louisiana
$213K -$68.9K -830 -24%
SA
2227
Syntax Advisors
New York
$213K -$12.5K -150 -6%
VCG
2228
Vantage Consulting Group
Virginia
$213K -$12.5K -150 -6%
ES
2229
Eagle Strategies
New York
$212K -$68.1K -820 -24%
EFL
2230
ERn Financial LLC
Wisconsin
$211K -$23.3K -280 -10%
RDFA
2231
Ritter Daniher Financial Advisory
Ohio
$211K +$22.4K +270 +12%
CAM
2232
Crestone Asset Management
Colorado
$210K +$210K +2,530 New
NG
2233
Northstar Group
New York
$209K – – –
FNBSF
2234
First National Bank Sioux Falls
South Dakota
$209K – – –
PGF
2235
Plan Group Financial
Oklahoma
$208K -$7.48K -90 -3%
SAM
2236
Satovsky Asset Management
New York
$208K – – –
MWM
2237
Merriman Wealth Management
Washington
$208K +$14.1K +170 +7%
AFP
2238
Ausdal Financial Partners
Iowa
$207K -$156K -1,880 -43%
SMG
2239
Smart Money Group
Texas
$207K +$207K +2,490 New
SCI
2240
S&CO Inc
Massachusetts
$207K – – –
OPW
2241
Oxler Private Wealth
New York
$206K +$832 +10 +0.4%
AP
2242
AtonRa Partners
Switzerland
$206K +$206K +2,480 New
CWM
2243
Cherrydale Wealth Management
New Jersey
$206K +$829 +10 +0.4%
PF
2244
Parker Financial
Washington
$205K -$277K -3,340 -57%
KIA
2245
KLR Investment Advisors
Rhode Island
$205K -$16.7K -260 -8%
AIM
2246
AHL Investment Management
Florida
$204K – – –
CCWM
2247
Cassaday & Co Wealth Management
Virginia
$204K +$3.32K +40 +2%
LFS
2248
Lutz Financial Services
Nebraska
$204K +$204K +2,460 New
CWM
2249
CCG Wealth Management
California
$203K +$203K +2,450 New
W
2250
WorthPointe
California
$203K +$203K +2,450 New
88 89
90
91 92