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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
MS
801
Mizuho Securities
Japan
$1.42M -$1.83M -54,760 -58%
IWS
802
Insight Wealth Strategies
California
$1.41M +$274K +8,170 +27%
TC
803
Truvestments Capital
Florida
$1.39M +$1.01M +30,050 +371%
CA
804
Cornerstone Advisory
Maryland
$1.39M +$1.28M +38,140 New
LB
805
Legacy Bridge
Iowa
$1.38M +$19.1K +570 +2%
CIC
806
Cornercap Investment Counsel
Georgia
$1.38M +$1.26M +37,730 New
PTC
807
Private Trust Company
Ohio
$1.36M -$670 -20 -0.1%
IA
808
IFP Advisors
Florida
$1.36M -$989K -29,520 -44%
CCA
809
Checchi Capital Advisers
California
$1.36M -$7.03K -210 -0.6%
LOAME
810
Lombard Odier Asset Management (Europe)
United Kingdom
$1.36M +$1.25M +37,250 New
DWA
811
Dorsey Wright & Associates
California
$1.35M +$191K +5,690 +18%
SACTSONJ
812
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M
AIIMS
813
Analyst IMS Investment Management Services
Israel
$1.34M +$184K +5,500 +31%
RIL
814
Rothschild Investment LLC
Illinois
$1.34M
PGFC
815
Peapack-Gladstone Financial Corp
New Jersey
$1.34M +$113K +3,360 +10%
SCP
816
Sandhill Capital Partners
New York
$1.33M +$48.9K +1,460 +4%
PVH
817
Psagot Value Holdings
Israel
$1.33M +$409K +12,200 +50%
LPT
818
Legacy Private Trust
Wisconsin
$1.32M -$21.1K -630 -2%
DWM
819
Dakota Wealth Management
Florida
$1.32M -$810K -24,170 -40%
SGCA
820
Steel Grove Capital Advisors
Tennessee
$1.31M -$293K -8,740 -19%
APP
821
Avantax Planning Partners
Iowa
$1.31M +$56.6K +1,690 +5%
DC
822
DeDora Capital
California
$1.31M -$42.5K -1,270 -3%
NB
823
Northwest Bancshares
Pennsylvania
$1.3M +$159K +4,750 +15%
JF
824
Jump Financial
Illinois
$1.3M +$1.19M +35,670 New
Walleye Capital
825
Walleye Capital
New York
$1.29M +$1.19M +35,550 New

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.