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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
IP
376
Intellectus Partners
California
$10.5M +$9.61M +287,060 New
GI
377
Gradient Investments
Minnesota
$10.4M -$786K -23,480 -8%
TTWM
378
TCV Trust & Wealth Management
Virginia
$10.4M +$94.8K +2,830 +1%
1IA
379
1834 Investment Advisors
Wisconsin
$10.4M +$1.81M +54,170 +24%
PP
380
Palladium Partners
Virginia
$10.4M +$609K +18,170 +7%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$10.3M +$125K +3,730 +1%
ERIM
382
Eagle Ridge Investment Management
Connecticut
$10.2M +$71.3K +2,130 +0.8%
FT
383
Fiduciary Trust
Massachusetts
$10.1M +$62.6K +1,870 +0.7%
BCM
384
BTC Capital Management
Iowa
$10M +$324K +9,670 +4%
BCMO
385
Buckingham Capital Management (Ohio)
Ohio
$9.94M +$296K +8,830 +3%
GIM
386
Grassi Investment Management
California
$9.9M +$762K +22,750 +9%
EIA
387
Edgemoor Investment Advisors
Maryland
$9.73M -$18.8K -560 -0.2%
VAS
388
Vestmark Advisory Solutions
Massachusetts
$9.62M +$935K +27,930 +12%
Simplex Trading
389
Simplex Trading
Illinois
$9.59M +$2.17M +64,710 +33%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$9.34M -$335K -10,000 -4%
AIP
391
Ameritas Investment Partners
Nebraska
$9.34M -$223K -6,650 -3%
NCM
392
Novare Capital Management
North Carolina
$9.3M -$158K -4,710 -2%
TW
393
Transform Wealth
Colorado
$9.3M -$16.1K -480 -0.2%
AB
394
Amalgamated Bank
New York
$9.21M -$249K -7,440 -3%
SIM
395
Sentry Investment Management
Wisconsin
$9.18M +$825K +24,620 +11%
SC
396
Scotia Capital
Ontario, Canada
$9.15M +$833K +24,860 +11%
AF
397
Ally Financial
Michigan
$9.11M
WMSA
398
Weiss Multi-Strategy Advisers
New York
$9.11M +$8.37M +250,000 New
LBD
399
Landsberg Bennett & Dubbaneh
Florida
$9.07M +$1.42M +42,290 +20%
FA
400
FDx Advisors
Illinois
$8.94M +$3.02M +90,200 +58%

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.