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Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
2226
Nichols & Pratt Advisers
Massachusetts
$430K – – –
CG
2227
Clarus Group
Texas
$428K +$17.9K +160 +4%
SRC
2228
Shufro Rose & Co
New York
$426K – – –
APWA
2229
Atlas Private Wealth Advisors
New Jersey
$426K +$20.1K +180 +5%
BFA
2230
Beacon Financial Advisory
Ohio
$426K +$4.46K +40 +1%
WCM
2231
WealthBridge Capital Management
Ohio
$426K +$20.1K +180 +5%
FA
2232
Fermata Advisors
California
$424K -$21.2K -190 -5%
DFA
2233
DHJJ Financial Advisors
Illinois
$422K -$1.12K -10 -0.3%
GJIA
2234
Glass Jacobson Investment Advisors
Maryland
$420K +$2.23K +20 +0.5%
SAF
2235
Smith Anglin Financial
Texas
$419K +$1.12K +10 +0.3%
ECM
2236
Elgethun Capital Management
South Dakota
$419K – – –
EPA
2237
Element Pointe Advisors
Florida
$419K +$86K +770 +26%
FH
2238
FWG Holdings
Florida
$416K +$16.1K +150 +4%
IIC
2239
Integrated Investment Consultants
Michigan
$416K +$17.8K +160 +4%
BWA
2240
Blodgett Wealth Advisors
California
$415K -$349K -3,130 -46%
AMCA
2241
Arthur M. Cohen & Associates
Illinois
$415K +$415K +3,720 New
MIA
2242
MainStreet Investment Advisors
Illinois
$414K -$1.12K -10 -0.3%
DFCM
2243
Dark Forest Capital Management
Puerto Rico
$413K -$1.54M -13,830 -79%
BMWM
2244
Brown Miller Wealth Management
Virginia
$413K -$147K -1,320 -26%
AP
2245
Arlington Partners
Alabama
$413K +$413K +3,700 New
FWM
2246
Finer Wealth Management
Massachusetts
$411K – – –
SFC
2247
SYM Financial Corp
Indiana
$411K +$59.2K +530 +17%
IRC
2248
Investors Research Corp
Georgia
$411K +$411K +3,680 New
KCFA
2249
Key Client Fiduciary Advisors
New Jersey
$410K -$10K -90 -2%
CWA
2250
Consilio Wealth Advisors
Washington
$409K +$104K +930 +34%
88 89
90
91 92