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Broadcom
AVGO

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 %
TCPG
2301
Trivant Custom Portfolio Group
California
$372K +$29K +260 +8%
IPAM
2302
Investment Partners Asset Management
New Jersey
$372K +$372K +3,330 New
BBL
2303
Beck Bode LLC
Massachusetts
$370K -$4.68M -41,920 -93%
YCG
2304
Yeomans Consulting Group
Georgia
$369K +$369K +3,310 New
AMM
2305
American Money Management
California
$369K -$5.58K -50 -1%
MAA
2306
Mraz Amerine & Associates
California
$368K – – –
LWM
2307
LongView Wealth Management
Georgia
$368K +$368K +3,400 New
NCM
2308
Northside Capital Management
Oregon
$367K – – –
VCP
2309
Varenne Capital Partners
France
$367K +$367K +3,290 New
BWM
2310
BlackDiamond Wealth Management
New York
$367K +$6.22K +50 +2%
SNBOSD
2311
Security National Bank of So Dak
Iowa
$364K – – –
EL
2312
EWA LLC
Pennsylvania
$364K +$2.45K +20 +0.7%
FMN
2313
Financial Management Network
California
$363K +$363K +3,460 New
SFC
2314
Swisher Financial Concepts
Ohio
$362K +$362K +3,270 New
KA
2315
Kozak & Associates
Colorado
$361K +$20.1K +180 +6%
CSIA
2316
Charles Schwab Investment Advisory
California
$361K -$31.3K -280 -8%
SLWA
2317
San Luis Wealth Advisors
California
$361K -$25.7K -230 -7%
BFC
2318
Bedel Financial Consulting
Indiana
$361K +$53.6K +480 +17%
AWAP
2319
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$359K +$8.93K +80 +3%
PCH
2320
PGIM Custom Harvest
New Jersey
$359K +$55.9K +500 +18%
RC
2321
Rovin Capital
Arizona
$358K -$12.3K -110 -3%
AIFAIM
2322
American Institute for Advanced Investment Management
Arizona
$357K – – –
LWM
2323
LJI Wealth Management
Indiana
$357K -$5.58K -50 -2%
GCP
2324
GSA Capital Partners
United Kingdom
$357K +$357K +3,200 New
LSA
2325
Lion Street Advisors
Texas
$355K -$1.13M -10,130 -76%
91 92
93
94 95