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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
HI
601
Human Investing
Oregon
$3.41M -$305K -9,110 -9%
GAG
602
GM Advisory Group
New York
$3.38M
ATC
603
Argent Trust Co
Tennessee
$3.33M -$421K -12,560 -12%
FHC
604
First Horizon Corporation
Tennessee
$3.31M +$3.04M +90,910 New
ECM
605
Everence Capital Management
Indiana
$3.31M
FAM
606
Fred Alger Management
New York
$3.28M +$335 +10 +0%
HAS
607
HBW Advisory Services
California
$3.26M +$558K +16,660 +23%
IWP
608
Icon Wealth Partners
Texas
$3.25M +$1.56M +46,610 +109%
QT
609
Quantbot Technologies
New York
$3.24M +$2.98M +88,880 New
MYLI
610
Meiji Yasuda Life Insurance
Japan
$3.23M +$251K +7,490 +9%
CCM
611
Cadence Capital Management
Massachusetts
$3.21M -$650K -19,420 -18%
CQS
612
Credential Qtrade Securities
$3.2M +$635K +18,950 +28%
AT
613
Arden Trust
Delaware
$3.19M -$563K -16,810 -16%
SSI
614
Scott & Selber Inc
Texas
$3.19M +$19.8K +590 +0.7%
MFAM
615
Motley Fool Asset Management
Virginia
$3.14M +$400K +11,930 +16%
WAM
616
Wolverine Asset Management
Illinois
$3.13M +$148K +4,430 +5%
SFA
617
Souders Financial Advisors
Ohio
$3.13M +$81.1K +2,420 +3%
KCM
618
Karp Capital Management
California
$3.12M +$2.58M +77,150 +908%
AA
619
Altman Advisors
Illinois
$3.09M -$42.5K -1,270 -1%
VNA
620
Valley National Advisers
Pennsylvania
$3.09M -$109K -3,260 -4%
MA
621
Montag & Associates
Georgia
$3.08M +$2.44M +72,720 +618%
PG
622
Pendal Group
Australia
$3.07M +$994K +29,690 +54%
SI
623
Shaker Investments
Ohio
$3.06M -$50.6K -1,510 -2%
V
624
Veritable
Delaware
$3.05M -$36.2K -1,080 -1%
NFC
625
Northeast Financial Consultants
Connecticut
$3.03M +$174K +5,190 +7%

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.