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Broadcom
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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 %
SIC
2251
Sigma Investment Counselors
Michigan
$409K -$26.8K -240 -6%
OHWA
2252
Oak Hill Wealth Advisors
Virginia
$409K +$68.1K +610 +20%
CIP
2253
Capital Insight Partners
Arizona
$409K +$409K +3,660 New
GAB
2254
German American Bancorp
Indiana
$407K +$7.81K +70 +2%
SCM
2255
Saxony Capital Management
Missouri
$407K +$407K +3,650 New
NA
2256
Nottingham Advisors
New York
$406K +$406K +3,640 New
KL
2257
KilterHowling LLC
Colorado
$405K +$405K +3,310 New
IWS
2258
Integrity Wealth Solutions
Colorado
$405K +$405K +3,630 New
ITB
2259
Idaho Trust Bank
Idaho
$404K -$16.7K -150 -4%
CPA
2260
Cardiff Park Advisors
California
$403K +$403K +3,610 New
WA
2261
Wambolt & Associates
Colorado
$401K +$64.7K +580 +19%
RBFC
2262
Roman Butler Fullerton & Co
Missouri
$399K +$7.23K +60 +2%
CF
2263
Clarity Financial
Texas
$399K -$46.9K -420 -11%
OWA
2264
ORBA Wealth Advisors
Illinois
$397K +$397K +3,560 New
KAM
2265
Knightsbridge Asset Management
California
$396K +$396K +3,550 New
AP
2266
Atwood & Palmer
Missouri
$396K – – –
CWA
2267
Clarity Wealth Advisors
California
$396K – – –
SMG
2268
Smart Money Group
Texas
$395K +$117K +1,050 +42%
DCM
2269
DGS Capital Management
New Jersey
$395K +$395K +3,540 New
JTWM
2270
Jackson Thornton Wealth Management
Alabama
$394K +$45.8K +410 +13%
DWM
2271
Darwin Wealth Management
Florida
$393K -$70.4K -630 -15%
SAW
2272
Signal Advisors Wealth
Michigan
$391K +$391K +3,500 New
P8IP
2273
Pier 88 Investment Partners
California
$391K -$1.66M -14,900 -81%
CM
2274
CastleKnight Management
New York
$391K -$614K -5,500 -61%
RIM
2275
RW Investment Management
Idaho
$391K -$80.4K -720 -17%
89 90
91
92 93