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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
CAM
1026
Carret Asset Management
New York
$642K +$20.1K +600 +4%
RMDI
1027
R.M. Davis Inc
Maine
$640K -$16.7K -500 -3%
ACI
1028
Alpha Cubed Investments
California
$635K +$13.4K +400 +2%
BCWM
1029
Blue Chip Wealth Management
Florida
$632K +$24.8K +740 +4%
HB
1030
Homrich & Berg
Georgia
$626K +$164K +4,910 +40%
PAS
1031
Park Avenue Securities
New York
$624K +$68.7K +2,050 +14%
SLF
1032
Sun Life Financial
Ontario, Canada
$621K +$492K +14,680 +622%
22CM
1033
20/20 Capital Management
California
$620K
SB
1034
Simmons Bank
Arkansas
$619K
WSC
1035
Wellington Shields & Co
New York
$619K +$134K +4,000 +31%
TPWA
1036
TRUE Private Wealth Advisors
Oregon
$615K -$15.1K -450 -3%
WIP
1037
Wellesley Investment Partners
Massachusetts
$614K -$90.4K -2,700 -14%
Cohen & Steers
1038
Cohen & Steers
New York
$614K +$15.1K +450 +3%
OSIA
1039
O'Shares Investment Advisers
Massachusetts
$607K +$558K +16,650 New
RC
1040
RegentAtlantic Capital
New Jersey
$605K -$24.1K -720 -4%
ACS
1041
Archford Capital Strategies
Illinois
$603K -$67.7K -2,020 -11%
NME
1042
Notis-McConarty Edward
$601K
CA
1043
Claro Advisors
Massachusetts
$600K +$91.8K +2,740 +20%
CANY
1044
Caxton Associates (New York)
New York
$597K +$549K +16,400 New
NAM
1045
NorthCoast Asset Management
Connecticut
$595K +$4.02K +120 +0.7%
DA
1046
Doliver Advisors
Texas
$594K +$84.7K +2,530 +18%
NNP
1047
Nachman Norwood & Parrott
South Carolina
$588K +$13.7K +410 +3%
QCM
1048
Quest Capital Management
Texas
$586K +$12.7K +380 +2%
WSFS
1049
Wilmington Savings Fund Society
Delaware
$585K +$32.5K +970 +6%
UH
1050
Unigestion Holding
Switzerland
$583K +$536K +16,000 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.