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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
ST
1126
Spinnaker Trust
Maine
$416K
TFA
1127
Toth Financial Advisory
Virginia
$415K +$365K +10,900 +2,180%
PCM
1128
Prelude Capital Management
New York
$414K -$5.72M -170,750 -94%
WI
1129
Wintrust Investments
Illinois
$414K +$15.1K +450 +4%
AC
1130
Avestar Capital
New York
$410K +$68K +2,030 +22%
SIG
1131
Sargent Investment Group
Maryland
$408K +$375K +11,190 New
BAAM
1132
Baker Avenue Asset Management
California
$406K -$260K -7,750 -41%
WA
1133
WBH Advisory
Maryland
$402K +$33.8K +1,010 +10%
NVIM
1134
New Vernon Investment Management
Illinois
$401K
RPWA
1135
Regent Peak Wealth Advisors
Georgia
$400K +$24.8K +740 +7%
SBIA
1136
Sheaff Brock Investment Advisors
Indiana
$397K +$66.7K +1,990 +22%
WAP
1137
Wealthcare Advisory Partners
Pennsylvania
$397K +$94.8K +2,830 +35%
RIA
1138
Realta Investment Advisors
Delaware
$396K +$133K +3,980 +58%
SC
1139
Savant Capital
Illinois
$393K +$2.68K +80 +0.7%
PFG
1140
PAX Financial Group
Texas
$393K +$25.8K +770 +8%
EMG
1141
ETF Managers Group
New Jersey
$392K -$416K -12,410 -54%
MF
1142
Magnetar Financial
Illinois
$392K +$361K +10,770 New
DC
1143
Derby & Company
Massachusetts
$391K -$46.9K -1,400 -12%
ST
1144
Smithfield Trust
Pennsylvania
$390K +$39.5K +1,180 +12%
AFP
1145
Ausdal Financial Partners
Iowa
$389K +$107K +3,190 +43%
FFN
1146
Focus Financial Network
Minnesota
$382K +$335 +10 +0.1%
YWP
1147
YorkBridge Wealth Partners
New York
$380K +$52.3K +1,560 +18%
BL
1148
Balentine LLC
Georgia
$378K +$2.35K +70 +0.7%
GCA
1149
Greenwood Capital Associates
South Carolina
$374K +$343K +10,250 New
IHL
1150
Investment House LLC
California
$373K +$16.7K +500 +5%

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.