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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
WR
2276
WD Rutherford
Oregon
-$112K -2,000 Closed
SC
2277
Sierra Capital
Florida
-$109K -1,950 Closed
SC
2278
Seldon Capital
California
-$107K -1,920 Closed
MS
2279
Madden Securities
Texas
-$89.5K -1,600 Closed
HNWAG
2280
High Net Worth Advisory Group
Florida
-$84.4K -1,510 Closed
Parallax Volatility Advisers
2281
Parallax Volatility Advisers
California
-$51.1K -850 Closed
FWA
2282
Freedom Wealth Alliance
Wisconsin
-$45.3K -810 Closed
WA
2283
Win Advisors
Florida
-$42.5K -760 Closed
PWS
2284
Paragon Wealth Strategies
Florida
-$33.9K -610 Closed
MWM
2285
MinichMacGregor Wealth Management
New York
-$30.2K -540 Closed
FA
2286
Fiduciary Alliance
South Carolina
-$25.8K -460 Closed
MPCL
2287
My Personal CFO LLC
Washington
-$24K -430 Closed
WOSD
2288
WFA of San Diego
California
-$24K -430 Closed
NSB
2289
Norway Savings Bank
Maine
-$22.9K -410 Closed
EE
2290
EWG Elevate
California
-$21.2K -380 Closed
FPB
2291
First PREMIER Bank
South Dakota
-$20K -350 Closed
QL
2292
Quarry LP
New York
-$17.9K -320 Closed
CPFP
2293
Clear Perspectives Financial Planning
Ohio
-$17.3K -310 Closed
FCG
2294
Financial Connections Group
California
-$16K -300 Closed
MUMSS
2295
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$17K -300 Closed
TC
2296
Trust Company
Kansas
-$16K -280 Closed
ACM
2297
AUA Capital Management
Pennsylvania
-$12.3K -220 Closed
TWP
2298
TFO Wealth Partners
Ohio
-$1.13K -220 Closed
MSCM
2299
McElhenny Sheffield Capital Management
Texas
-$2.93K -180 Closed
BCM
2300
Bourgeon Capital Management
Connecticut
-$2.24K -40 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.