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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
DT
501
Diversified Trust
Tennessee
$5.61M +$423K +12,620 +9%
AP
502
Appleton Partners
Massachusetts
$5.47M +$181K +5,410 +4%
CSS
503
Cubist Systematic Strategies
Connecticut
$5.43M +$3.63M +108,260 +265%
SGAM
504
Smith Group Asset Management
Texas
$5.4M -$6.7K -200 -0.1%
SAM
505
Selway Asset Management
$5.35M -$36.8K -1,100 -0.7%
LSA
506
L & S Advisors
California
$5.33M -$3.68M -109,870 -43%
FVWA
507
Foster Victor Wealth Advisors
South Carolina
$5.32M -$400K -11,930 -8%
SCA
508
Snowden Capital Advisors
New York
$5.31M -$43.9K -1,310 -0.9%
DBT
509
Dubuque Bank & Trust
Iowa
$5.3M -$329K -9,810 -6%
VC
510
Vestor Capital
Illinois
$5.23M +$4.81M +143,580 New
HW
511
Hancock Whitney
Mississippi
$5.21M -$489K -14,600 -9%
SC
512
Slow Capital
California
$5.19M +$41.9K +1,250 +0.9%
LS
513
Livforsakringsbolaget Skandia
Sweden
$5.18M -$67K -2,000 -1%
H
514
HoyleCohen
California
$5.16M +$1K +30 +0%
RIM
515
Reliant Investment Management
Tennessee
$5.14M +$92.1K +2,750 +2%
Mercer Global Advisors
516
Mercer Global Advisors
Colorado
$5.11M +$982K +29,320 +26%
FCH
517
Freestone Capital Holdings
Washington
$5.11M +$4.7M +140,220 New
NGA
518
Naples Global Advisors
Florida
$5.08M +$13.7K +410 +0.3%
MMC
519
Mizuho Markets Cayman
Cayman Islands
$5.07M -$10M -299,980 -68%
CB
520
Commerce Bank
Missouri
$5.03M +$1.04M +30,930 +29%
AAP
521
Aristotle Atlantic Partners
Florida
$5M +$287K +8,580 +7%
ASN
522
Advisory Services Network
Georgia
$5M +$2.05M +61,180 +81%
ACP
523
Aviance Capital Partners
Florida
$5M +$139K +4,160 +3%
CWM
524
Calamos Wealth Management
Illinois
$4.94M +$71K +2,120 +2%
IRF
525
IBM Retirement Fund
New York
$4.89M +$1.2M +35,680 +36%

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.