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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$624M +$137M +4,102,850 +32%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$598M -$16.3M -487,730 -3%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$588M -$25.4M -759,270 -4%
UBS Group
29
UBS Group
Switzerland
$575M -$14.2M -424,710 -3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$573M -$7.87M -235,000 -1%
CS
31
Credit Suisse
Switzerland
$563M -$71M -2,119,610 -12%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$561M -$66.7M -1,992,360 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$491M +$89.1M +2,658,700 +25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$465M -$24.6M -735,890 -5%
EIP
35
Epoch Investment Partners
New York
$432M -$18M -536,610 -4%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$425M +$98.6M +2,943,100 +34%
CCM
37
Cantillon Capital Management
New York
$424M -$4.03M -120,340 -1%
PPA
38
Parametric Portfolio Associates
Washington
$420M +$14.2M +422,950 +4%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$404M -$1.11M -33,190 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$403M +$81.7M +2,437,830 +28%
Goldman Sachs
41
Goldman Sachs
New York
$394M -$75.5M -2,253,460 -17%
FPA
42
First Pacific Advisors
California
$381M -$91.6M -2,733,810 -21%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$375M +$35.3M +1,052,620 +11%
AllianceBernstein
44
AllianceBernstein
Tennessee
$371M +$121M +3,613,130 +55%
RJA
45
Raymond James & Associates
Florida
$340M +$19.3M +577,450 +7%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$337M -$8.81M -263,150 -3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$328M +$7.24M +216,280 +2%
TIM
48
Thornburg Investment Management
New Mexico
$310M -$37.9M -1,132,380 -12%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309M -$8.83M -263,690 -3%
BG
50
Bahl & Gaynor
Ohio
$302M +$27.4M +816,770 +11%

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.