We are live on ! Find out more
AVGO icon

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
RHBC
1101
R.H. Bluestein & Co
Michigan
$466K -$134K -4,000 -24%
BDF
1102
Balasa Dinverno & Foltz
$466K +$19.8K +590 +5%
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$465K -$818K -24,420 -66%
Massachusetts Financial Services
1104
Massachusetts Financial Services
Massachusetts
$465K -$685K -20,460 -62%
USGIU
1105
U.S. Global Investors (USGI)
Texas
$465K
CBFP
1106
Cedar Brook Financial Partners
Ohio
$457K -$17.4K -520 -4%
FMW
1107
Farr Miller & Washington
District of Columbia
$455K
CFG
1108
Cooper Financial Group
California
$446K +$410K +12,230 New
FMWA
1109
Forvis Mazars Wealth Advisors
Missouri
$444K -$48.2K -1,440 -11%
CHAM
1110
Clear Harbor Asset Management
Connecticut
$442K +$15.1K +450 +4%
IGGA
1111
Iron Gate Global Advisors
Utah
$438K
GEA
1112
Glen Eagle Advisors
New Jersey
$438K +$128K +3,820 +47%
VHAM
1113
Van Hulzen Asset Management
California
$437K -$58.6K -1,750 -13%
HCM
1114
Hollencrest Capital Management
California
$437K +$670 +20 +0.2%
CA
1115
Clearstead Advisors
Ohio
$436K -$70K -2,090 -15%
WP
1116
WealthSource Partners
California
$435K -$11.7K -350 -3%
PFPT
1117
Pinnacle Financial Partners (Tennessee)
Tennessee
$433K -$211K -6,300 -35%
HS
1118
Haafor (Singapore)
Singapore
$432K +$145K +4,340 +58%
PCA
1119
Personal Capital Advisors
California
$431K -$61.3K -1,830 -13%
First Manhattan
1120
First Manhattan
New York
$426K +$114K +3,410 +41%
NFG
1121
Nations Financial Group
Iowa
$424K +$170K +5,090 +78%
RG
1122
Rathbones Group
United Kingdom
$423K
EWM
1123
Evermay Wealth Management
Virginia
$423K +$10.4K +310 +3%
HCA
1124
Heck Capital Advisors
Wisconsin
$423K +$29.1K +870 +8%
IPW
1125
Inlet Private Wealth
Florida
$419K +$167K +5,000 +77%

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.