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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
DSC
551
Duncker Streett & Co
Missouri
$4.23M +$162K +4,840 +4%
KPWS
552
Kestra Private Wealth Services
Texas
$4.2M +$3.86M +115,290 New
AC
553
Allstate Corporation
Illinois
$4.18M -$423K -12,640 -10%
SAM
554
Sycomore Asset Management
France
$4.17M +$3.8M +113,580 New
VLC
555
Van Leeuwen & Company
New Jersey
$4.17M +$3.83M +114,360 New
BBWA
556
Bell & Brown Wealth Advisors
California
$4.15M +$3.35K +100 +0.1%
LBC
557
Lowe Brockenbrough & Co
Virginia
$4.14M +$75.7K +2,260 +2%
JWM
558
Jackson Wealth Management
Florida
$4.12M +$157K +4,690 +4%
VWA
559
Visionary Wealth Advisors
Illinois
$4.11M +$109K +3,240 +3%
WTC
560
WhitTier Trust Company
Nevada
$4.09M +$36.8K +1,100 +1%
CAN
561
Cetera Advisor Networks
California
$4.08M +$948K +28,300 +34%
UR
562
USCA RIA
Texas
$4.07M +$159K +4,750 +4%
GAM
563
Garrison Asset Management
Arkansas
$4.06M -$6.7K -200 -0.2%
SWP
564
Stratos Wealth Partners
Ohio
$4.03M +$1.26M +37,510 +51%
SCP
565
Shorepoint Capital Partners
Massachusetts
$4.03M -$66K -1,970 -2%
TC
566
Telemus Capital
Michigan
$4M -$2.68K -80 -0.1%
IA
567
IndexIQ Advisors
New York
$3.98M +$580K +17,320 +19%
WCA
568
Westover Capital Advisors
Delaware
$3.9M -$561K -16,740 -14%
RIM
569
Regent Investment Management
Kentucky
$3.89M +$287K +8,570 +9%
WSTAM
570
Wilbanks Smith & Thomas Asset Management
Virginia
$3.88M +$2.55M +76,120 +252%
AP
571
Advisor Partners
California
$3.83M +$111K +3,320 +3%
KRSITF
572
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.83M +$228K +6,800 +7%
WAM
573
World Asset Management
Michigan
$3.83M +$57.3K +1,710 +2%
SSG
574
Summit Securities Group
New York
$3.79M -$938K -28,000 -21%
Wealthfront Advisers
575
Wealthfront Advisers
California
$3.79M +$65.6K +1,960 +2%

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.