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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
CCP
476
Cardan Capital Partners
Colorado
$6.23M +$77.7K +2,320 +1%
FMC
477
First Merchants Corp
Indiana
$6.22M +$1.06M +31,580 +23%
CRM
478
Cramer Rosenthal McGlynn
Connecticut
$6.17M +$12.7K +380 +0.2%
PGAM
479
Princeton Global Asset Management
New Jersey
$6.09M -$1.02M -30,520 -15%
PIM
480
Penobscot Investment Management
Massachusetts
$6.06M +$23.4K +700 +0.4%
LMIM
481
Lockheed Martin Investment Management
Maryland
$6.04M +$5.55M +165,800 New
GLA
482
Great Lakes Advisors
Illinois
$6.03M -$13.7K -410 -0.2%
CP
483
Cumberland Partners
Ontario, Canada
$5.99M +$100K +3,000 +2%
HC
484
Hourglass Capital
Texas
$5.96M -$26.8K -800 -0.5%
OSNBOA
485
Old Second National Bank of Aurora
Illinois
$5.94M -$523K -15,620 -9%
SLI
486
Sumitomo Life Insurance
Japan
$5.91M -$344K -10,260 -6%
BRWA
487
B. Riley Wealth Advisors
Florida
$5.84M +$1.15M +34,470 +27%
OCMI
488
Oaktop Capital Management II
New Jersey
$5.83M
FBT
489
First Bankers Trust
Kentucky
$5.83M +$443K +13,230 +9%
PAG
490
Private Advisor Group
New Jersey
$5.82M +$217K +6,480 +4%
Kovitz Investment Group Partners
491
Kovitz Investment Group Partners
Illinois
$5.8M -$16.7K -500 -0.3%
PCM
492
Penserra Capital Management
California
$5.76M +$531K +15,860 +11%
HVIA
493
Hudson Valley Investment Advisors
New York
$5.74M -$260K -7,760 -5%
SSWM
494
Smith Salley Wealth Management
North Carolina
$5.74M +$57.3K +1,710 +1%
GWM
495
Geneos Wealth Management
Colorado
$5.73M -$1.51M -45,050 -22%
CWA
496
Carolina Wealth Advisors
South Carolina
$5.73M +$24.5K +730 +0.5%
William Blair & Company
497
William Blair & Company
Illinois
$5.71M +$888K +26,520 +20%
AUB
498
Atlantic Union Bankshares
Virginia
$5.71M +$189K +5,630 +4%
Boston Partners
499
Boston Partners
Massachusetts
$5.63M -$1.01M -30,120 -16%
SDIC
500
South Dakota Investment Council
South Dakota
$5.63M -$30.1K -900 -0.6%

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.