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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
MCM
851
Mork Capital Management
California
$1.13M
CRC
852
Curi RMB Capital
Illinois
$1.11M +$379K +11,320 +59%
CG
853
Caprock Group
Idaho
$1.11M -$99.5K -2,970 -9%
BPCA
854
Bank Pictet & Cie (Asia)
Singapore
$1.11M -$21.4K -640 -2%
MWA
855
Meridian Wealth Advisors
Texas
$1.11M -$5.02K -150 -0.5%
LCM
856
Leisure Capital Management
California
$1.11M -$35.8K -1,070 -3%
PFSC
857
Peoples Financial Services Corp
Pennsylvania
$1.1M +$88.8K +2,650 +10%
HI
858
Horizon Investments
North Carolina
$1.1M -$846K -25,250 -46%
AI
859
ArchPoint Investors
Florida
$1.1M +$303K +9,050 +43%
LFM
860
Lumina Fund Management
New York
$1.09M
LC
861
LCNB Corp
Ohio
$1.09M +$36.8K +1,100 +4%
IC
862
Intersect Capital
California
$1.08M +$998K +29,790 New
FMTCOCP
863
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.08M +$996K +29,750 New
HSA
864
HBK Sorce Advisory
Pennsylvania
$1.07M -$358K -10,700 -27%
LWPC
865
Legacy Wealth Partners (California)
California
$1.07M +$195K +5,810 +25%
EDRH
866
Edmond de Rothschild Holding
Switzerland
$1.06M +$594K +17,740 +155%
AWM
867
Altium Wealth Management
New York
$1.06M +$47.2K +1,410 +5%
AWP
868
Ascent Wealth Partners
New York
$1.06M +$14.1K +420 +1%
BB
869
Busey Bank
Illinois
$1.05M -$26.1K -780 -3%
BSW
870
Buckingham Strategic Wealth
Missouri
$1.05M -$134K -4,000 -12%
CGL
871
Clarius Group LLC
Washington
$1.05M -$870K -25,970 -47%
CAS
872
Cascadia Advisory Services
Oregon
$1.05M -$1.68M -50,050 -64%
SCP
873
Syntal Capital Partners
Texas
$1.04M -$735K -21,940 -43%
IIC
874
Ironwood Investment Counsel
Arizona
$1.03M +$127K +3,790 +16%
DWT
875
Dorsey & Whitney Trust
South Dakota
$1.02M +$75K +2,240 +9%

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.