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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
MC
651
Middleton & Co
Massachusetts
$2.7M -$670 -20 -0%
GL
652
Graypoint LLC
New York
$2.7M +$2.48M +74,190 New
CS
653
Comerica Securities
Michigan
$2.69M +$441K +13,160 +22%
FHB
654
First Hawaiian Bank
Hawaii
$2.68M -$117K -3,490 -5%
SRSA
655
S.R. Schill & Associates
Washington
$2.63M +$196K +5,860 +9%
TAIM
656
Te Ahumairangi Investment Management
New Zealand
$2.62M +$2.41M +72,000 New
HCA
657
Harbour Capital Advisors
Virginia
$2.62M +$7.03K +210 +0.3%
GC
658
Grimes & Company
Massachusetts
$2.62M +$46.6K +1,390 +2%
MCAI
659
Members Capital Advisors Inc
Wisconsin
$2.61M +$2.4M +71,650 New
AAS
660
Avantax Advisory Services
Texas
$2.59M +$804K +23,990 +51%
PNC
661
Park National Corp
Ohio
$2.58M -$48.6K -1,450 -2%
WOC
662
West Oak Capital
California
$2.57M -$128K -3,820 -5%
BRWM
663
B. Riley Wealth Management
Tennessee
$2.57M +$238K +7,120 +11%
BC
664
Burney Company
Virginia
$2.54M +$576K +17,200 +33%
SWM
665
SeaCrest Wealth Management
New York
$2.53M +$94.5K +2,820 +4%
APA
666
American Portfolios Advisors
New York
$2.52M +$262K +7,820 +13%
HCA
667
Horan Capital Advisors
Ohio
$2.5M +$26.1K +780 +1%
LP
668
LMR Partners
United Kingdom
$2.49M -$748K -22,330 -25%
MFG
669
MidWestOne Financial Group
Iowa
$2.49M +$1.55M +46,240 +209%
AWM
670
Avitas Wealth Management
California
$2.48M -$24.5K -730 -1%
OIA
671
Optimum Investment Advisors
Illinois
$2.48M +$83.7K +2,500 +4%
CIAS
672
Capital Investment Advisory Services
North Carolina
$2.48M -$637K -19,030 -22%
FMB
673
Field & Main Bank
Kentucky
$2.47M +$77K +2,300 +4%
LF
674
Lee Financial
Texas
$2.46M -$5.02K -150 -0.2%
CNBTD
675
Citizens National Bank Trust Department
Mississippi
$2.45M +$377K +11,250 +20%

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.