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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
JWM
826
Jupiter Wealth Management
Colorado
$1.27M +$1.17M +34,800 New
RPC
827
Rossmore Private Capital
Connecticut
$1.25M +$289K +8,620 +33%
CF
828
Centaurus Financial
California
$1.25M +$527K +15,740 +85%
WANY
829
Wealthspire Advisors (New York)
New York
$1.25M +$48.9K +1,460 +4%
AFM
830
Andesa Financial Management
Pennsylvania
$1.24M +$452K +13,500 +65%
IWM
831
IHT Wealth Management
Illinois
$1.23M -$12.1K -360 -1%
MMPW
832
Mitchell McLeod Pugh & Williams
Alabama
$1.23M +$81.7K +2,440 +8%
FCFC
833
First Commonwealth Financial Corp
Pennsylvania
$1.23M +$23.8K +710 +2%
AOWM
834
Alpha Omega Wealth Management
Virginia
$1.22M
SP
835
Symmetry Partners
Connecticut
$1.22M +$1.12M +33,380 New
ARMT
836
Amica Retiree Medical Trust
Rhode Island
$1.21M
ISWM
837
Independent Solutions Wealth Management
New York
$1.21M +$169K +5,060 +18%
HCM
838
HMS Capital Management
Tennessee
$1.21M -$148K -4,430 -12%
BDS
839
Banco de Sabadell
Florida
$1.2M +$1.11M +33,030 New
TAIM
840
TD Ameritrade Investment Management
Nebraska
$1.2M +$9.71K +290 +0.9%
HAG
841
HighPoint Advisor Group
Illinois
$1.2M +$41.2K +1,230 +4%
CL
842
CPWM LLC
Washington
$1.19M -$37.5K -1,120 -3%
RA
843
RFG Advisory
Alabama
$1.18M +$50.2K +1,500 +5%
VPIM
844
Vanguard Personalized Indexing Management
California
$1.18M +$248K +7,410 +30%
WC
845
Westhampton Capital
North Carolina
$1.17M +$1.68K +50 +0.2%
PMA
846
Prudent Man Advisors
Illinois
$1.16M -$270K -8,050 -20%
WF
847
Welch & Forbes
Massachusetts
$1.16M -$6.03K -180 -0.6%
CF
848
Copperwynd Financial
Arizona
$1.14M -$38.5K -1,150 -4%
MA
849
MUFG Americas
New York
$1.14M -$2.9M -86,730 -73%
EF
850
Empirical Finance
Pennsylvania
$1.14M +$238K +7,100 +30%

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.