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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
SFG
1151
SevenBridge Financial Group
Pennsylvania
$373K +$343K +10,240 New
NRS
1152
Neville Rodie & Shaw
New York
$369K +$72K +2,150 +27%
II
1153
Inspire Investing
Idaho
$368K -$145K -4,340 -30%
KMWM
1154
Keudell/Morrison Wealth Management
Oregon
$368K -$13.1K -390 -4%
RA
1155
Rational Advisors
New York
$368K +$177K +5,290 +110%
VCM
1156
Virtue Capital Management
Tennessee
$366K +$19.4K +580 +6%
MNG
1157
Manning & Napier Group
New York
$364K
CA
1158
Crumly & Associates
Illinois
$364K +$60K +1,790 +22%
NDSI
1159
Newman Dignan & Sheerar Inc
Rhode Island
$364K +$335K +9,990 New
Fiera Capital (Canada)
1160
Fiera Capital (Canada)
Quebec, Canada
$363K -$10K -300 -3%
IAIM
1161
International Assets Investment Management
Florida
$362K +$3.01K +90 +0.9%
KPCM
1162
Kings Point Capital Management
New York
$358K
BJL
1163
Brighton Jones LLC
Washington
$355K +$65.3K +1,950 +25%
GKWIM
1164
Gerber Kawasaki Wealth & Investment Management
California
$355K +$327K +9,770 New
GSWM
1165
Golden State Wealth Management
California
$353K -$351K -10,480 -52%
CLOS
1166
Compagnie Lombard Odier SCmA
Switzerland
$353K +$94.8K +2,830 +41%
CPW
1167
Catalyst Private Wealth
California
$352K +$323K +9,650 New
PFT
1168
Providence First Trust
Arizona
$351K +$323K +9,640 New
SRC
1169
Sage Rhino Capital
California
$348K +$6.36K +190 +2%
WPW
1170
Waldron Private Wealth
Pennsylvania
$348K +$34.8K +1,040 +12%
SIM
1171
SSI Investment Management
California
$342K -$8.71K -260 -3%
Two Sigma Investments
1172
Two Sigma Investments
New York
$341K -$184K -5,500 -37%
CIC
1173
Chilton Investment Company
Connecticut
$338K -$342K -10,210 -52%
RTC
1174
Riverview Trust Company
Washington
$338K -$289K -8,630 -48%
CBTWT
1175
Community Bank & Trust (Waco, Texas)
Texas
$337K -$8.04K -240 -3%

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.