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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 %
RFG
2301
RFP Financial Group
Georgia
$98.8K – – –
NIC
2302
Northwest Investment Counselors
Oregon
$98.2K – – –
TFM
2303
TFC Financial Management
Massachusetts
$97.2K +$16.6K +200 +21%
SFG
2304
Steward Financial Group
Texas
$96K +$4.97K +60 +5%
PO
2305
Private Ocean
California
$95.5K – – –
FSWA
2306
Financial Synergies Wealth Advisors
Texas
$95K – – –
JGIA
2307
Jackson Grant Investment Advisers
Connecticut
$93.9K -$5.81K -70 -6%
AAG
2308
Armstrong Advisory Group
Massachusetts
$93.9K – – –
BIA
2309
Bell Investment Advisors
California
$93.9K +$7.48K +90 +9%
SC
2310
Solstein Capital
California
$93K – – –
OCM
2311
Orion Capital Management
California
$89.7K +$89.7K +1,080 New
TF
2312
Tompkins Financial
New York
$87.2K – – –
LD
2313
Lipe & Dalton
New York
$87K – – –
BHWM
2314
Bay Harbor Wealth Management
Maryland
$84.7K -$19.1K -230 -18%
BBPWM
2315
Blue Bell Private Wealth Management
Pennsylvania
$84.7K +$22.4K +270 +36%
PCC
2316
Park Circle Company
Maryland
$83.1K – – –
TC
2317
Tacita Capital
Ontario, Canada
$81.4K -$14.1K -170 -15%
RFA
2318
Register Financial Advisors
Georgia
$78.6K +$5.79K +70 +8%
T2I
2319
Turim 21 Investimentos
Brazil
$78.1K – – –
AA
2320
Addison Advisors
Vermont
$76.4K +$12.5K +150 +19%
HWA
2321
Heritage Wealth Advisors
Virginia
$76.4K – – –
TLA
2322
Tanglewood Legacy Advisors
Texas
$74.8K – – –
AS
2323
Altshuler Shaham
Israel
$74.8K +$45.7K +550 +157%
PCA
2324
Providence Capital Advisors
North Carolina
$73.1K +$73.1K +880 New
GFPC
2325
Global Financial Private Client
Florida
$71.8K +$1.67K +20 +2%
91 92
93
94 95