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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
OFG
626
OmniStar Financial Group
North Carolina
$3.03M +$613K +18,290 +28%
BS
627
Boenning & Scattergood
Pennsylvania
$3.03M +$218K +6,510 +8%
FAAS
628
First Allied Advisory Services
California
$3.02M -$88.1K -2,630 -3%
BHWA
629
Beacon Harbor Wealth Advisors
Virginia
$3.01M -$277K -8,270 -9%
PAI
630
Pittenger & Anderson Inc
Nebraska
$2.99M +$100K +3,000 +4%
MYAM
631
Meiji Yasuda Asset Management
Japan
$2.98M -$844K -25,200 -24%
RCIM
632
Red Cedar Investment Management
Michigan
$2.98M +$1.48M +44,180 +118%
MWM
633
Marietta Wealth Management
Georgia
$2.97M +$1.96M +58,460 +255%
GIM
634
Goelzer Investment Management
Indiana
$2.95M +$5.69K +170 +0.2%
IUHSA
635
Itau Unibanco Holding S.A.
Brazil
$2.92M +$2.68M +80,000 New
KFBMI
636
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.91M
CI
637
Conning Inc
Connecticut
$2.89M +$16.7K +500 +0.6%
RWB
638
RMR Wealth Builders
New Jersey
$2.89M +$188K +5,620 +8%
NO
639
Ninety One
South Africa
$2.87M +$49.9K +1,490 +2%
BIM
640
Baldwin Investment Management
Pennsylvania
$2.87M +$576K +17,200 +28%
OLA
641
Oliver Luxxe Assets
New Jersey
$2.85M +$27.5K +820 +1%
AWM
642
Altavista Wealth Management
North Carolina
$2.85M +$268K +8,010 +11%
MWM
643
Mission Wealth Management
California
$2.85M -$22.8K -680 -0.9%
IFG
644
Independent Financial Group
California
$2.82M +$442K +13,200 +21%
MA
645
Mutual Advisors
Nebraska
$2.82M +$180K +5,360 +7%
DY
646
Dowling & Yahnke
California
$2.8M +$198K +5,910 +8%
BWAM
647
Boyd Watterson Asset Management
Ohio
$2.78M +$798K +23,820 +45%
PFM
648
Premier Fund Managers
United Kingdom
$2.76M +$25.1K +750 +1%
LIA
649
LS Investment Advisors
Michigan
$2.73M -$34.8K -1,040 -1%
PC
650
Provenire Capital
Minnesota
$2.71M -$6.61M -197,340 -73%

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.