We are live on ! Find out more
AVGO icon

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
1SB
776
1ST Source Bank
Indiana
$1.52M -$33.2K -990 -2%
ANRIA
777
American National Registered Investment Advisor
Texas
$1.52M -$4.69K -140 -0.3%
IA
778
IFG Advisory
Georgia
$1.51M +$74.7K +2,230 +6%
Carson Wealth (CWM LLC)
779
Carson Wealth (CWM LLC)
Nebraska
$1.51M
KIA
780
KCM Investment Advisors
California
$1.51M +$65.6K +1,960 +5%
NFG
781
NewFocus Financial Group
Washington
$1.51M +$364K +10,870 +36%
CG
782
Colony Group
Massachusetts
$1.5M +$32.2K +960 +2%
B
783
Bailard
California
$1.5M -$10K -300 -0.7%
CCB
784
Cutter & Co Brokerage
Missouri
$1.5M +$406K +12,120 +42%
GAM
785
Griffin Asset Management
New York
$1.49M +$110K +3,290 +9%
AWM
786
Apollon Wealth Management
South Carolina
$1.49M +$292K +8,710 +27%
BHIA
787
Birch Hill Investment Advisors
Massachusetts
$1.49M -$80.4K -2,400 -6%
CAM
788
Cresset Asset Management
Illinois
$1.49M +$262K +7,820 +24%
CIM
789
CCLA Investment Management
United Kingdom
$1.48M +$1.36M +40,740 New
WHG
790
Westwood Holdings Group
Texas
$1.48M +$60.6K +1,810 +5%
EH
791
Equitable Holdings
New York
$1.48M +$178K +5,310 +15%
OSAM
792
O'Shaughnessy Asset Management
Connecticut
$1.47M +$307K +9,180 +30%
ODCM
793
Old Dominion Capital Management
Virginia
$1.46M -$27.1K -810 -2%
GBT
794
Grove Bank & Trust
Florida
$1.46M -$23.4K -700 -2%
SVWAG
795
Sound View Wealth Advisors Group
Georgia
$1.45M -$2.35K -70 -0.2%
BIM
796
Bridges Investment Management
Nebraska
$1.45M +$232K +6,920 +21%
FA
797
FMA Advisory
Pennsylvania
$1.44M +$114K +3,390 +9%
CC
798
Cypress Capital
Tennessee
$1.44M +$12.4K +370 +1%
ACM
799
Ativo Capital Management
Illinois
$1.44M -$98.5K -2,940 -7%
SFS
800
Sowell Financial Services
Arkansas
$1.43M +$116K +3,460 +10%

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.