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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 %
WAS
2351
Winch Advisory Services
Wisconsin
$44K – – –
TCM
2352
TD Capital Management
Tennessee
$41.9K – – –
CWA
2353
Core Wealth Advisors
Florida
$40.7K – – –
FCT
2354
First Community Trust
Iowa
$40.7K -$33.2K -400 -45%
TFGT
2355
TS Financial Group (TSFG)
Illinois
$40K – – –
MFA
2356
McClarren Financial Advisors
Pennsylvania
$40K – – –
QL
2357
Quarry LP
New York
$38.2K -$141K -1,700 -79%
SSG
2358
Summit Securities Group
New York
$38K -$3.47M -41,960 -99%
FPF
2359
First Pacific Financial
Washington
$35.7K – – –
VF
2360
VitalStone Financial
Texas
$34K – – –
TJHA
2361
Thomas J. Herzfeld Advisors
Florida
$33.2K -$4.15K -50 -11%
CSB
2362
City State Bank
Iowa
$33K – – –
RDIA
2363
RE Dickinson Investment Advisors
Iowa
$33K +$33K +400 New
SIS
2364
Sound Income Strategies
Florida
$32.4K -$9.97K -120 -24%
CYG
2365
Clean Yield Group
Vermont
$32.4K – – –
FPFS
2366
First Personal Financial Services
North Carolina
$31.6K -$24.9K -300 -44%
ITIM
2367
Indiana Trust & Investment Management
Indiana
$31.6K +$31.6K +380 New
IRAG
2368
Investment Research & Advisory Group
Georgia
$30.7K – – –
ECM
2369
Estabrook Capital Management
New York
$29.9K – – –
MAWCM
2370
Mine & Arao Wealth Creation & Management
California
$29.9K – – –
OLVIG
2371
Oliver Lagore Vanvalin Investment Group
Michigan
$29.9K +$5.81K +70 +24%
MIM
2372
Macroview Investment Management
Maryland
$29.5K +$29.5K +360 New
SIC
2373
SJS Investment Consulting
Ohio
$29.1K +$2.49K +30 +9%
PK
2374
Pflug Koory
Nebraska
$29.1K – – –
CA
2375
Centerpoint Advisors
Massachusetts
$29K – – –
93 94
95
96 97