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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
QSS
1051
Quantitative Systematic Strategies
Florida
$580K +$533K +15,910 New
WP
1052
WealthShield Partners
North Carolina
$571K +$145K +4,330 +38%
NICM
1053
Neo Ivy Capital Management
New York
$571K +$405K +12,100 +337%
LWM
1054
Laidlaw Wealth Management
New York
$569K -$59.6K -1,780 -10%
RMCM
1055
Reynders McVeigh Capital Management
Massachusetts
$569K -$17.8K -530 -3%
FA
1056
FCG Advisors
New Jersey
$568K +$522K +15,590 New
BTW
1057
Boston Trust Walden
Massachusetts
$565K -$8.04K -240 -2%
ANTB
1058
AMG National Trust Bank
Colorado
$551K -$10K -300 -2%
BCM
1059
BlueCrest Capital Management
Jersey
$550K +$506K +15,100 New
DLG
1060
Daniel L. Goodwin
$546K
NJBEST
1061
New Jersey Better Educational Savings Trust
New Jersey
$546K
OC
1062
Oakworth Capital
Alabama
$544K
SW
1063
StrongBox Wealth
Missouri
$538K -$191K -5,690 -28%
BG
1064
Berry Group
Massachusetts
$536K +$26.8K +800 +6%
ECM
1065
Evergreen Capital Management
Washington
$535K +$27.1K +810 +6%
MAM
1066
Morse Asset Management
Connecticut
$531K +$153K +4,580 +46%
PWA
1067
Providence Wealth Advisors
Illinois
$528K +$485K +14,480 New
PWPS
1068
Pinnacle Wealth Planning Services
Ohio
$525K
GAAM
1069
Guinness Atkinson Asset Management
California
$522K
HIM
1070
Hillsdale Investment Management
Ontario, Canada
$521K +$33.5K +1,000 +8%
RMAM
1071
Raab & Moskowitz Asset Management
New Jersey
$519K -$15.7K -470 -3%
FNBOH
1072
First National Bank of Hutchinson
Kansas
$519K -$12.1K -360 -2%
OIA
1073
OneDigital Investment Advisors
Kansas
$517K +$207K +6,190 +77%
ACM
1074
AlphaCrest Capital Management
New York
$515K -$46.2K -1,380 -9%
AIC
1075
Ameritas Investment Company
Nebraska
$513K

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.