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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
BRG
701
Bay Rivers Group
Virginia
$2.14M +$81.4K +2,430 +4%
SIA
702
SeaBridge Investment Advisors
New Jersey
$2.13M -$147K -4,380 -7%
WCA
703
Windsor Creek Advisors
Vermont
$2.11M -$2.2M -65,610 -53%
BWM
704
BerganKDV Wealth Management
Minnesota
$2.08M -$252K -7,530 -12%
FFG
705
Fortem Financial Group
California
$2.08M +$1.91M +56,950 New
KAS
706
Kestra Advisory Services
Texas
$2.06M +$30.1K +900 New
PFS
707
Prospera Financial Services
Texas
$2.05M -$1.46M -43,520 -44%
NEAM
708
New England Asset Management
Connecticut
$2.04M -$67K -2,000 -3%
FDS
709
Freedom Day Solutions
Texas
$2.02M +$4.35K +130 +0.2%
CCM
710
Canal Capital Management
Virginia
$2.02M +$1.86M +55,390 New
1WA
711
180 Wealth Advisors
Washington
$2.02M +$5.69K +170 +0.3%
BCP
712
Blackhawk Capital Partners
Wisconsin
$2.01M +$66.7K +1,990 +3%
KeyBank National Association
713
KeyBank National Association
Ohio
$2.01M +$409K +12,220 +28%
HIP
714
Harrell Investment Partners
Texas
$2.01M +$65.3K +1,950 +4%
PC
715
PointState Capital
New York
$1.99M +$1.83M +54,670 New
SPC
716
Sigma Planning Corp
Michigan
$1.98M +$452K +13,480 +33%
Cetera Investment Advisers
717
Cetera Investment Advisers
Illinois
$1.97M -$398K -11,880 -18%
LTI
718
Laffer Tengler Investments
Tennessee
$1.96M -$296K -8,830 -14%
RSC
719
Red Spruce Capital
Pennsylvania
$1.94M -$8.71K -260 -0.5%
PCM
720
Parsons Capital Management
Rhode Island
$1.93M +$103K +3,080 +6%
WCM
721
Wunderlich Capital Managemnt
Tennessee
$1.92M +$7.37K +220 +0.4%
BPM
722
Bowling Portfolio Management
Ohio
$1.91M -$63.3K -1,890 -3%
IA
723
Icon Advisers
Colorado
$1.89M
PAMG
724
Patton Albertson Miller Group
Tennessee
$1.89M +$7.37K +220 +0.4%
CIP
725
Convergence Investment Partners
Florida
$1.88M -$103K -3,090 -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.