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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
AC
951
Arjuna Capital
North Carolina
$802K +$7.03K +210 +1%
IWC
952
Integrated Wealth Concepts
Massachusetts
$801K -$5.02K -150 -0.7%
LSV Asset Management
953
LSV Asset Management
Illinois
$801K +$737K +22,000 New
OCG
954
Opus Capital Group
Ohio
$794K +$28.1K +840 +4%
LSAG
955
Lake Street Advisors Group
New Hampshire
$793K +$14.1K +420 +2%
Fisher Asset Management
956
Fisher Asset Management
Washington
$792K +$103K +3,090 +17%
CST
957
Charles Schwab Trust
Nevada
$789K +$14.7K +440 +2%
CT
958
Caldwell Trust
Florida
$784K -$9.38K -280 -1%
CIA
959
CSat Investment Advisory
Michigan
$782K +$68K +2,030 +10%
KWMG
960
King Wealth Management Group
Florida
$780K +$50.2K +1,500 +8%
HH
961
Hilltop Holdings
Texas
$777K +$53.3K +1,590 +8%
PA
962
Probity Advisors
Texas
$777K +$165K +4,930 +30%
BAM
963
Berkshire Asset Management
Pennsylvania
$776K -$17.4K -520 -2%
PWM
964
Perigon Wealth Management
California
$775K +$51.6K +1,540 +8%
RWA
965
Redhawk Wealth Advisors
Minnesota
$775K +$135K +4,040 +23%
IFWM
966
Institute for Wealth Management
Colorado
$773K +$3.35K +100 +0.5%
SCM
967
Snow Capital Management
Pennsylvania
$771K -$1.36M -40,700 -66%
ACM
968
Allred Capital Management
Texas
$771K +$89.1K +2,660 +14%
SFSIG
969
San Francisco Sentry Investment Group
California
$768K -$1.68K -50 -0.2%
PJSIMP
970
P.J. Schmidt Investment Management (PJS)
Wisconsin
$761K -$50.2K -1,500 -7%
MOS
971
MGO One Seven
Ohio
$761K +$404K +12,070 +137%
VVP
972
Venture Visionary Partners
Ohio
$758K +$441K +13,180 +192%
WPA
973
West Paces Advisors
Georgia
$754K +$26.1K +780 +4%
LCP
974
Legacy Capital Partners
Wisconsin
$752K -$18.4K -550 -3%
SMH
975
Sanders Morris Harris
Texas
$749K +$658K +19,640 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.