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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
GCM
2251
Graham Capital Management
Connecticut
-$313K -5,600 Closed
FPAS
2252
Focus Partners Advisor Solutions
Missouri
-$310K -5,530 Closed
MAM
2253
Madison Asset Management
Wisconsin
-$308K -5,510 Closed
PTC
2254
Petrus Trust Company
Texas
-$302K -5,400 Closed
CWP
2255
Capital Wealth Planning
Florida
-$297K -5,310 Closed
TGAM
2256
TBH Global Asset Management
Tennessee
-$281K -5,020 Closed
SC
2257
Shay Capital
New York
-$280K -5,000 Closed
CGA
2258
Crescent Grove Advisors
Illinois
-$277K -4,950 Closed
VPP
2259
Vertex Planning Partners
Illinois
-$273K -4,880 Closed
WIM
2260
WealthPlan Investment Management
Nebraska
-$289K -4,810 Closed
M
2261
Mirova
France
-$259K -4,640 Closed
SLG
2262
Stanley-Laman Group
Pennsylvania
-$259K -4,630 Closed
CWM
2263
CCG Wealth Management
California
-$254K -4,540 Closed
QC
2264
QCM Cayman
Texas
-$252K -4,510 Closed
HIF
2265
Hill Island Financial
Michigan
-$234K -4,190 Closed
GWA
2266
GGM Wealth Advisors
Maryland
-$246K -4,180 Closed
DWA
2267
Delap Wealth Advisory
Oregon
-$222K -3,970 Closed
PFM
2268
Patton Fund Management
Texas
-$213K -3,810 Closed
Tudor Investment Corp
2269
Tudor Investment Corp
Connecticut
-$227K -3,770 Closed
GSC
2270
Ground Swell Capital
South Carolina
-$209K -3,740 Closed
CPSAC
2271
Chas P. Smith & Associates (CPS)
Florida
-$207K -3,710 Closed
GF
2272
Gries Financial
Ohio
-$207K -3,710 Closed
FA
2273
Fermata Advisors
California
-$205K -3,640 Closed
OWA
2274
One Wealth Advisors
California
-$138K -2,470 Closed
DWP
2275
Destiny Wealth Partners
Florida
-$112K -2,010 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.