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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
APW
976
Aurora Private Wealth
New Jersey
$747K +$94.1K +2,810 +16%
CRWM
977
Castle Rock Wealth Management
California
$740K +$285K +8,520 +75%
JAM
978
Jupiter Asset Management
United Kingdom
$738K +$679K +20,270 New
TAM
979
Trust Asset Management
Texas
$736K +$304K +9,080 +82%
IAN
980
Integrated Advisors Network
Texas
$732K +$72K +2,150 +12%
WA
981
Wealth Alliance
New York
$731K +$8.04K +240 +1%
CI
982
Clal Insurance
Israel
$729K -$335K -10,000 -33%
CCG
983
Ceeto Capital Group
Florida
$729K
CAG
984
Csenge Advisory Group
Florida
$725K +$69.7K +2,080 +12%
ESB
985
Essex Savings Bank
Connecticut
$724K +$305K +9,120 +85%
CAN
986
Claraphi Advisory Network
United States
$724K +$426K +12,720 +178%
OTPPB
987
Ontario Teachers' Pension Plan Board
Ontario, Canada
$722K
CAM
988
Cypress Asset Management
Texas
$722K +$23.1K +690 +4%
EGA
989
E&G Advisors
Texas
$718K +$6.7K +200 +1%
LWAC
990
Laurel Wealth Advisors (California)
California
$717K -$21.8K -650 -3%
AIC
991
Archer Investment Corporation
Indiana
$717K +$54.9K +1,640 +9%
ET
992
Equitable Trust
Tennessee
$714K +$26.1K +780 +4%
AWE
993
Avidian Wealth Enterprises
Texas
$707K +$28.1K +840 +5%
CFA
994
Camarda Financial Advisors
Florida
$704K -$8.37K -250 -1%
BFA
995
Beaumont Financial Advisors
Massachusetts
$704K +$51.9K +1,550 +9%
BUB
996
BBVA USA Bancshares
Texas
$704K +$57.9K +1,730 +10%
BBHC
997
Brown Brothers Harriman & Co
New York
$703K -$2.62M -78,180 -80%
CW
998
CreativeOne Wealth
Kansas
$701K +$50.6K +1,510 +9%
WSCM
999
Wellington Shields Capital Management
New York
$698K
KFI
1000
Key Financial Inc
Pennsylvania
$695K

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.