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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
GHAM
1076
Gilman Hill Asset Management
Connecticut
$509K -$5.02K -150 -1%
NF
1077
Nikulski Financial
Iowa
$509K +$21.8K +650 +5%
FP
1078
Financial Perspectives
Minnesota
$508K +$670 +20 +0.1%
FMT
1079
First Mercantile Trust
Tennessee
$508K -$73K -2,180 -14%
KPW
1080
Kore Private Wealth
New York
$508K -$59K -1,760 -11%
DTL
1081
Dynamic Technology Lab
Singapore
$506K +$466K +13,900 New
WMA
1082
Wealth Management Associates
New Jersey
$505K -$23.1K -690 -5%
IIA
1083
ICW Investment Advisors
Arizona
$504K +$17.4K +520 +4%
HC
1084
Henshaw Capital
Massachusetts
$499K
UC
1085
Unio Capital
New Jersey
$498K -$93.1K -2,780 -17%
TSS
1086
Two Sigma Securities
New York
$496K +$186K +5,550 +69%
TWI
1087
Thomas White International
Illinois
$495K
EFS
1088
Essex Financial Services
Connecticut
$494K +$55.3K +1,650 +14%
SCM
1089
Salem Capital Management
Massachusetts
$494K +$454K +13,550 New
SAM
1090
Sompo Asset Management
Japan
$492K
WTB
1091
Washington Trust Bank
Washington
$490K -$22.1K -660 -5%
OA
1092
Oxbow Advisors
Texas
$490K +$28.5K +850 +7%
RIM
1093
Rampart Investment Management
Connecticut
$486K -$1.66M -49,450 -79%
HIIFS
1094
Harel Insurance Investments & Financial Services
Israel
$482K +$121K +3,610 +38%
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$481K -$43.5K -1,300 -9%
MPCG
1096
Matrix Private Capital Group
New York
$480K
CCM
1097
Coldstream Capital Management
Washington
$478K -$59.3K -1,770 -12%
OPS
1098
Orion Portfolio Solutions
Nebraska
$477K +$53.6K +1,600 +14%
MCCP
1099
Mission Creek Capital Partners
California
$473K +$3.68K +110 +0.9%
AA
1100
Apriem Advisors
California
$473K +$191K +5,700 +78%

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.