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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
TCM
1001
Tributary Capital Management
Nebraska
$692K -$40.2K -1,200 -6%
CPR
1002
CSU Producer Resources
Ohio
$692K
BP
1003
BBR Partners
New York
$690K +$117K +3,490 +23%
MPPLM
1004
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$688K +$33.2K +990 +6%
NFG
1005
Next Financial Group
Texas
$688K +$169K +5,040 +36%
FNT
1006
First National Trust
Pennsylvania
$687K -$29.5K -880 -4%
MFG
1007
Magnus Financial Group
New York
$681K +$33.5K +1,000 +6%
UCMOK
1008
United Capital Management of KS
Kansas
$680K +$64K +1,910 +11%
CFD
1009
Creative Financial Designs
Indiana
$679K +$45.2K +1,350 +8%
JWCA
1010
J.W. Cole Advisors
Florida
$679K +$624K +18,630 New
CFS
1011
CRA Financial Services
New Jersey
$676K
NA
1012
Navellier & Associates
Nevada
$675K -$502K -14,990 -45%
MIFH
1013
Migdal Insurance & Financial Holdings
Israel
$675K +$64.6K +1,930 +12%
PRC
1014
Pearl River Capital
Michigan
$665K +$611K +18,240 New
RG
1015
Rikoon Group
New Mexico
$663K -$34.5K -1,030 -5%
QCG
1016
Quadrant Capital Group
Ohio
$656K -$185K -5,530 -23%
IF
1017
Intrua Financial
Texas
$656K +$38.5K +1,150 +7%
CSIC
1018
Clifford Swan Investment Counsel
California
$653K
GIM
1019
Groesbeck Investment Management
New Jersey
$650K +$597K +17,830 New
CC
1020
Cedar Capital
Illinois
$649K +$54.6K +1,630 +10%
BP
1021
Ballentine Partners
Massachusetts
$647K -$376K -11,220 -39%
BOPW
1022
Brandywine Oak Private Wealth
Pennsylvania
$645K -$39.2K -1,170 -6%
LOAMS
1023
Lombard Odier Asset Management (Switzerland)
Switzerland
$645K +$593K +17,710 New
SG
1024
StoneX Group
New York
$644K +$30.1K +900 +5%
MCG
1025
MACRO Consulting Group
New Jersey
$643K -$14.1K -420 -2%

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.