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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 %
GFP
2251
Guardian Financial Partners
California
$203K -$83K -1,000 -29%
TFF
2252
The Family Firm
Maryland
$203K +$830 +10 +0.4%
ONST
2253
Old North State Trust
North Carolina
$203K -$9.94K -120 -5%
EIP
2254
Ellis Investment Partners
Pennsylvania
$202K +$1.66K +20 +0.8%
MWA
2255
MFA Wealth Advisors
Pennsylvania
$202K – – –
RA
2256
Rockingstone Advisors
Massachusetts
$201K +$201K +2,420 New
KNW
2257
Kesler Norman & Wride
Utah
$201K +$201K +2,420 New
FAM
2258
Family Asset Management
South Carolina
$201K -$1.66K -20 -0.8%
EIA
2259
Eldridge Investment Advisors
New Hampshire
$200K – – –
SCA
2260
Stonebridge Capital Advisors
Minnesota
$197K -$24.1K -290 -11%
BLC
2261
Brown, Lisle/Cummings
Rhode Island
$197K -$4.15K -50 -2%
KFP
2262
KB Financial Partners
New Jersey
$196K -$8.31K -100 -4%
MCM
2263
MV Capital Management
Maryland
$187K +$8.31K +100 +5%
ICM
2264
Intrepid Capital Management
Florida
$175K -$16.6K -200 -9%
VCM
2265
Versant Capital Management
Arizona
$174K – – –
HI
2266
Hendershot Investments
Virginia
$173K -$62.3K -750 -27%
CB
2267
CNB Bank
Pennsylvania
$172K -$71.4K -860 -29%
CAM
2268
Close Asset Management
United Kingdom
$166K – – –
EC
2269
Elequin Capital
New York
$165K +$165K +1,990 New
MCA
2270
Maryland Capital Advisors
Maryland
$162K – – –
CPG
2271
Cornerstone Planning Group
New Jersey
$161K +$88.2K +1,060 +122%
SAG
2272
Spotlight Asset Group
Illinois
$160K +$47.3K +570 +42%
DCBT
2273
Dakota Community Bank & Trust
North Dakota
$155K – – –
EARNEST Partners
2274
EARNEST Partners
Georgia
$154K – – –
FCAS
2275
First Command Advisory Services
Texas
$153K +$153K +1,840 New
89 90
91
92 93