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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
AIP
401
ARS Investment Partners
New York
$8.88M +$140K +4,170 +2%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$8.86M +$935K +27,910 +13%
MC
403
Muhlenkamp & Co
Pennsylvania
$8.85M +$48.2K +1,440 +0.6%
Brown Advisory
404
Brown Advisory
Maryland
$8.85M +$288K +8,610 +4%
SW
405
SteelPeak Wealth
California
$8.73M +$3.29M +98,280 +69%
CIG
406
Consolidated Investment Group
Colorado
$8.65M
KMC
407
Kirr Marbach & Co
Indiana
$8.64M -$478K -14,270 -6%
KRS
408
Kentucky Retirement Systems
Kentucky
$8.52M +$378K +11,300 +5%
SWM
409
Segment Wealth Management
Texas
$8.47M +$270K +8,060 +4%
BPC
410
Banque Pictet & Cie
Switzerland
$8.45M -$493K -14,730 -6%
FNBOO
411
First National Bank of Omaha
Nebraska
$8.45M -$91.8K -2,740 -1%
OPCM
412
Osborne Partners Capital Management
California
$8.38M -$213K -6,370 -3%
LW
413
Linscomb Wealth
Texas
$8.37M +$355K +10,600 +5%
AI
414
Atria Investments
North Carolina
$8.32M -$1.06M -31,790 -12%
WJWM
415
Williams Jones Wealth Management
New York
$8.28M +$937K +27,980 +14%
WEC
416
Winslow Evans & Crocker
Massachusetts
$8.18M -$207K -6,180 -3%
WAS
417
WESPAC Advisors SoCal
California
$8.15M -$22.4K -670 -0.3%
MCM
418
MKP Capital Management
New York
$8.14M +$3.62M +108,150 +94%
SF
419
Synovus Financial
Georgia
$8.07M +$326K +9,720 +5%
OGC
420
Oak Grove Capital
New Hampshire
$8.06M -$5.41M -161,400 -42%
CCT
421
Country Club Trust
Missouri
$8.04M -$187K -5,570 -2%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$8.01M +$687K +20,520 +10%
NA
423
NewEdge Advisors
Louisiana
$8M +$850K +25,390 +13%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$7.96M +$1.68K +50 +0%
VRS
425
Virginia Retirement Systems
Virginia
$7.94M -$9.81M -293,000 -57%

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.