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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
PP
876
Patten & Patten
Tennessee
$1.02M -$16.7K -500 -2%
9WM
877
9258 Wealth Management
Ohio
$1.01M -$52.9K -1,580 -5%
BI
878
Bramshill Investments
Florida
$1.01M +$925K +27,610 New
CIC
879
Carnegie Investment Counsel
Ohio
$1M +$248K +7,410 +37%
PAM
880
Paradigm Asset Management
New York
$1M -$167K -5,000 -15%
VFA
881
Voya Financial Advisors
Connecticut
$993K +$554K +16,540 +154%
BAS
882
Brown Advisory Securities
Maryland
$985K -$30.1K -900 -3%
SFM
883
Signet Financial Management
New Jersey
$980K -$37.8K -1,130 -4%
FBFS
884
First Business Financial Services
Wisconsin
$969K -$6.36K -190 -0.7%
BAM
885
Barrett Asset Management
New York
$964K +$372K +11,100 +72%
RCA
886
Ranch Capital Advisors
Florida
$962K -$39.9K -1,190 -4%
KA
887
Kovack Advisors
Florida
$962K +$177K +5,280 +25%
MIM
888
Moseley Investment Management
Florida
$959K +$32.5K +970 +4%
TCA
889
Transcend Capital Advisors
New Jersey
$957K +$880K +26,270 New
DI
890
DFPG Investments
Utah
$955K +$32.2K +960 +4%
DAS
891
Dynamic Advisor Solutions
Arizona
$952K -$4.02K -120 -0.5%
P
892
Pitcairn
Pennsylvania
$950K -$20.4K -610 -2%
FHA
893
Flagship Harbor Advisors
Massachusetts
$949K +$46.9K +1,400 +6%
OAM
894
Origin Asset Management
United Kingdom
$940K
KTC
895
Kistler-Tiffany Companies
Pennsylvania
$940K +$145K +4,340 +20%
EI
896
Ethic Inc
New York
$935K +$323K +9,630 +60%
EIM
897
Essex Investment Management
Massachusetts
$933K
EH
898
Employers Holdings
Nevada
$933K +$857K +25,600 New
QI
899
Qtron Investments
Massachusetts
$931K -$204K -6,090 -19%
TMAM
900
Tokio Marine Asset Management
Japan
$931K +$166K +4,960 +24%

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.