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Broadcom

1,449 hedge funds and large institutions have $122B invested in Broadcom in 2020 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 666 increasing their positions, 497 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 75

34% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 497

16% more capital invested

Capital invested by funds: $105B → $122B (+$16.5B)

15% more funds holding in top 10

Funds holding in top 10: 6575 (+10)

4% more funds holding

Funds holding: 1,3871,449 (+62)

3.41% less ownership

Funds ownership: 829.81%826.4% (-3.4%)

35% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $3.12B

Holders
1,449
Holders Change
+62
Holders Change %
+4.47%
% of All Funds
29.24%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.51%
New
149
Increased
666
Reduced
497
Closed
75
Calls
$2.02B
Puts
$3.12B
Net Calls
-$1.11B
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Sawgrass Asset Management
Florida
$26.9M +$4.88M +145,650 +25%
PTC
227
Philadelphia Trust Company
Pennsylvania
$26.6M -$1.29M -38,500 -5%
Osaic Holdings
228
Osaic Holdings
Arizona
$26.1M +$96.5K +2,880 +0.4%
CCM
229
Cullen Capital Management
New York
$26M +$23.9M +714,330 New
SW
230
SVB Wealth
Massachusetts
$26M -$303K -9,040 -1%
CAI
231
Capital Advisors Inc
Oklahoma
$25.9M +$290K +8,670 +1%
CWM
232
CIBC World Markets
New York
$25.8M -$10.1M -300,950 -30%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$25.7M -$839K -25,060 -3%
CTC
234
Central Trust Company
Missouri
$25.7M -$198K -5,920 -0.8%
EWA
235
EP Wealth Advisors
California
$25.5M +$307K +9,170 +1%
HIMC
236
Heritage Investors Management Corp
Maryland
$25.2M -$130K -3,890 -0.6%
1832 Asset Management
237
1832 Asset Management
Ontario, Canada
$24.9M -$5.04M -150,610 -18%
SAM
238
Silvercrest Asset Management
New York
$24.6M +$21.9M +652,960 +2,845%
STA
239
Summit Trail Advisors
New York
$24.6M +$504K +15,050 +2%
OAM
240
Oppenheimer Asset Management
New York
$24.4M +$5.13M +153,260 +30%
Mariner
241
Mariner
Kansas
$24.3M +$3.43M +102,440 +18%
SLAM
242
Swiss Life Asset Management
$24.2M -$3.22M -96,180 -13%
CIS
243
Capital International Sarl
California
$23.9M -$829K -24,760 -4%
X
244
Xponance
Pennsylvania
$23.9M -$5.21M -155,660 -19%
RC
245
Randolph Company
Ohio
$23.9M +$1K +30 +0%
CM
246
Churchill Management
California
$23.8M -$1.68M -50,270 -7%
HCM
247
Highbridge Capital Management
New York
$23.5M +$21.6M +644,460 New
BF
248
BOK Financial
Oklahoma
$23.4M +$1.09M +32,570 +5%
NIMC
249
NWQ Investment Management Company
California
$23.2M -$6.07M -181,220 -22%
AA
250
Ancora Advisors
Ohio
$23.1M +$94.1K +2,810 +0.4%

AVGO Hedge Fund Activity: Q3 2020 in Review

1,449 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2020, worth a combined $122B — up 16% from $105B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AVGO positions and 75 closed out — a net gain of 74 holders — while 666 added to existing stakes and 497 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $407M.

  • 1,449 institutional investors held Broadcom (AVGO) as of Q3 2020, up from 1,387 in Q2 2020.
  • Funds reported $122B of Broadcom stock for Q3 2020, up 16% quarter-over-quarter.
  • 149 funds opened new Broadcom positions in Q3 2020 and 75 closed out, a net change of +74 holders.
  • The largest Broadcom buyer in Q3 2020 was Capital Research Global Investors, an estimated $206M added.
  • The largest Broadcom seller in Q3 2020 was Fidelity Investments, an estimated $407M sold.

Based on aggregated 13F filings for Q3 2020.