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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 %
CHC
2326
City Holding Co
West Virginia
$70.6K -$11.6K -140 -14%
CTA
2327
Colonial Trust Advisors
South Carolina
$70.6K +$831 +10 +1%
AFS
2328
Annapolis Financial Services
Maryland
$69.8K – – –
FFL
2329
Financial Freedom LLC
Ohio
$68.7K +$828 +10 +1%
RTL
2330
Red Tortoise LLC
Georgia
$68.1K – – –
WWP
2331
WR Wealth Planners
Missouri
$67K -$9.93K -120 -13%
SFA
2332
Semmax Financial Advisors
North Carolina
$66.2K +$66.2K +700 New
EWP
2333
Elevation Wealth Partners
California
$64.8K – – –
OCM
2334
Osterweis Capital Management
California
$62.3K – – –
NF
2335
Norwood Financial
Pennsylvania
$62.3K – – –
PP
2336
Pacifica Partners
Canada
$61K – – –
CSWM
2337
Cassady Schiller Wealth Management
Ohio
$59.8K +$26.6K +320 +80%
DMKJ
2338
David M. Knott Jr
$59K – – –
JMF
2339
Johnson Midwest Financial
Iowa
$58.5K – – –
RG
2340
Retirement Group
California
$54.3K +$32.2K +900 +145%
TAM
2341
Tucker Asset Management
Colorado
$53.2K – – –
DWA
2342
Delos Wealth Advisors
Texas
$50.8K – – –
POIA
2343
Pin Oak Investment Advisors
Texas
$50K -$101K -1,210 -67%
WPWM
2344
Western Pacific Wealth Management
Illinois
$48.2K – – –
CMP
2345
Coston McIsaac & Partners
Maine
$48K +$828 +10 +2%
PPWM
2346
PFG Private Wealth Management
Florida
$46.5K -$95.5K -1,150 -67%
CCMI
2347
Creative Capital Management Investments
California
$46.5K – – –
BONH
2348
Bank of New Hampshire
New Hampshire
$45.7K – – –
HFS
2349
HBC Financial Services
Washington
$45K – – –
FAM
2350
Flaharty Asset Management
Florida
$44K +$44K +530 New
92 93
94
95 96