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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
RCM
926
RB Capital Management
Nevada
$865K +$27.8K +830 +4%
CP
927
Camelot Portfolios
Ohio
$858K +$199K +5,950 +34%
MMA
928
Miracle Mile Advisors
California
$855K -$2M -59,620 -72%
GAMC
929
Garner Asset Management Corp
Texas
$855K +$26.5K +790 +3%
FHA
930
First Horizon Advisors
Tennessee
$854K -$66K -1,970 -8%
EWM
931
Evercore Wealth Management
New York
$854K -$5.69K -170 -0.7%
ALAM
932
Asahi Life Asset Management
Japan
$854K +$678K +20,250 +633%
RHP
933
Royal Harbor Partners
Texas
$851K -$21.4K -640 -3%
LSPW
934
Lake Street Private Wealth
Illinois
$850K -$14.7K -440 -2%
EGM
935
Engineers Gate Manager
New York
$849K -$1.38M -41,150 -64%
SF
936
Symphony Financial
Texas
$844K -$59.6K -1,780 -7%
RFM
937
Royal Fund Management
Florida
$843K +$80.1K +2,390 +12%
CWAG
938
Compton Wealth Advisory Group
Virginia
$837K
RCAG
939
Rehmann Capital Advisory Group
Michigan
$834K -$50.9K -1,520 -6%
TFS
940
TrustCore Financial Services
Tennessee
$830K +$273K +8,160 +56%
HIA
941
Harbor Investment Advisory
Maryland
$827K +$103K +3,080 +16%
LWS
942
Lucia Wealth Services
California
$823K +$74.7K +2,230 +11%
LS
943
Leelyn Smith
Illinois
$816K +$26.5K +790 +4%
YMRC
944
Yorktown Management & Research Company
Virginia
$816K +$30.1K +900 +4%
EAMA
945
EFG Asset Management (Americas)
Florida
$816K +$750K +22,400 New
TIA
946
Trust Investment Advisors
Indiana
$811K +$50.6K +1,510 +7%
KWM
947
Keebeck Wealth Management
Illinois
$810K +$327K +9,760 +78%
PSUF
948
People's United Financial
Connecticut
$808K -$238K -7,120 -24%
FAIM
949
Financial Advocates Investment Management
Washington
$806K -$33.8K -1,010 -4%
RAM
950
Redmond Asset Management
Virginia
$804K +$129K +3,840 +21%

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.