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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
FFA
676
First Foundation Advisors
California
$2.44M +$13.1K +390 +0.6%
FRA
677
Front Row Advisors
California
$2.4M -$24.1K -720 -1%
RMC
678
Resources Management Corp
Connecticut
$2.39M +$221K +6,590 +11%
KWM
679
Kingsview Wealth Management
Oregon
$2.37M +$125K +3,720 +6%
CBB
680
Citizens Business Bank
California
$2.37M +$1.48M +44,110 +212%
GT
681
Greenleaf Trust
Michigan
$2.33M +$69.7K +2,080 +3%
RWM
682
RBA Wealth Management
California
$2.32M -$210K -6,270 -9%
BCM
683
Bluefin Capital Management
New York
$2.3M -$2.24M -67,000 Closed
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$2.3M +$26.1K +780 +1%
Lido Advisors
685
Lido Advisors
California
$2.29M -$294K -8,770 -12%
CA
686
Cetera Advisors
Colorado
$2.29M +$106K +3,170 +5%
TI
687
Trexquant Investment
Connecticut
$2.24M +$2.06M +61,420 New
CIP
688
Chartwell Investment Partners
Pennsylvania
$2.24M +$107K +3,190 +5%
IAA
689
Independent Advisor Alliance
North Carolina
$2.23M -$37.2K -1,110 -2%
MSE
690
MUFG Securities EMEA
United Kingdom
$2.22M +$493K +14,710 +32%
AAM
691
Aureus Asset Management
Massachusetts
$2.21M +$95.8K +2,860 +5%
CCT
692
Capital City Trust
Florida
$2.21M +$21.8K +650 +1%
SCA
693
Sage Capital Advisors
South Dakota
$2.21M -$98.1K -2,930 -5%
CAM
694
Columbia Asset Management
Michigan
$2.21M +$357K +10,650 +21%
AR
695
Advisory Research
Illinois
$2.21M -$1.3M -38,700 -39%
WI
696
WrapManager Inc
California
$2.18M -$52.6K -1,570 -3%
TFA
697
Teamwork Financial Advisors
Texas
$2.17M +$135K +4,030 +7%
WWM
698
Western Wealth Management
Colorado
$2.17M +$353K +10,540 +22%
SW
699
SlateStone Wealth
Florida
$2.16M +$143K +4,270 +8%
RFA
700
Reilly Financial Advisors
California
$2.15M +$112K +3,330 +6%

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.