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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 %
CHA
2276
Carmichael Hill & Associates
Maryland
$151K +$7.49K +90 +5%
BIM
2277
Bullseye Investment Management
Ohio
$150K +$150K +1,800 New
PMFA
2278
Plante Moran Financial Advisors
Michigan
$148K -$15.8K -190 -10%
OA
2279
Operose Advisors
Wisconsin
$148K +$148K +1,780 New
TWP
2280
TFO Wealth Partners
Ohio
$144K +$72.9K +840 +102%
BAMCO Inc
2281
BAMCO Inc
New York
$144K +$34.9K +420 +32%
GM
2282
GeoWealth Management
Illinois
$137K -$52K -630 -28%
CAC
2283
Certified Advisory Corp
Florida
$133K +$133K +477,290 +58,206%
SPWM
2284
Spartan Planning & Wealth Management
North Carolina
$133K +$133K +1,600 New
JWA
2285
JFS Wealth Advisors
Pennsylvania
$132K +$9.97K +120 +8%
DAC
2286
Dividend Assets Capital
South Carolina
$130K +$17.5K +210 +16%
GCM
2287
Gables Capital Management
Florida
$127K – – –
RFP
2288
Roth Financial Partners
Texas
$126K – – –
VIA
2289
Virtus Investment Advisers
Connecticut
$126K +$126K +1,520 New
HCP
2290
Hexagon Capital Partners
Arkansas
$125K -$48.1K -580 -28%
PB
2291
Pinnacle Bancorp
Nebraska
$122K – – –
AF
2292
Arrow Financial
New York
$120K – – –
IAS
2293
IMA Advisory Services
Colorado
$120K – – –
IPW
2294
Impact Partnership Wealth
Georgia
$117K +$70.6K +850 +152%
MTCM
2295
Mint Tower Capital Management
Netherlands
$114K +$114K +1,370 New
MWM
2296
Mascoma Wealth Management
New Hampshire
$106K +$52.3K +630 +97%
FDCC
2297
Foster Dykema Cabot & Co
Massachusetts
$106K – – –
WTG
2298
West Tower Group
Virginia
$101K +$101K +1,220 New
NSIM
2299
North Star Investment Management
Illinois
$101K – – –
DJSG
2300
D.J. St. Germain
Massachusetts
$101K – – –
90 91
92
93 94