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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
BFO
1176
Biltmore Family Office
North Carolina
$337K
SFA
1177
Sequoia Financial Advisors
Ohio
$334K -$1.34K -40 -0.4%
CCM
1178
CWH Capital Management
Washington
$334K +$85.4K +2,550 +39%
SIP
1179
Stoneridge Investment Partners
Pennsylvania
$333K -$624K -18,640 -67%
AIL
1180
AGF Investments LLC
Ontario, Canada
$333K -$284K -8,490 -48%
BHWM
1181
Bar Harbor Wealth Management
New Hampshire
$331K -$8.37K -250 -3%
WQ
1182
Wealth Quarterback
New Jersey
$331K
PG
1183
Patten Group
Tennessee
$328K +$301K +9,000 New
MCM
1184
Manchester Capital Management
Vermont
$324K -$118K -3,520 -28%
CA
1185
Calton & Associates
Florida
$323K +$22.8K +680 +8%
WCM
1186
Wedge Capital Management
North Carolina
$321K -$3.35K -100 -1%
FPS
1187
Fieldpoint Private Securities
Connecticut
$321K +$32.5K +970 +12%
CSPIA
1188
Cary Street Partners Investment Advisory
Virginia
$321K +$295K +8,800 New
CPC
1189
Consolidated Planning Corp
Georgia
$319K +$3.35K +100 +1%
GCA
1190
Gradient Capital Advisors
California
$318K +$13.4K +400 +5%
IWA
1191
Intercontinental Wealth Advisors
Texas
$317K -$3.35K -100 -1%
PFA
1192
Paradigm Financial Advisors
Missouri
$316K +$9.04K +270 +3%
LWMM
1193
Legacy Wealth Management (Mississippi)
Mississippi
$311K
BCA
1194
Berman Capital Advisors
Georgia
$308K -$11.1K -330 -4%
MG
1195
Mather Group
Illinois
$308K -$7.37K -220 -3%
FFS
1196
Founders Financial Securities
Maryland
$308K +$36.8K +1,100 +15%
HR
1197
Hayden Royal
North Carolina
$306K +$38.9K +1,160 +16%
BPB
1198
Badgley, Phelps & Bell
Washington
$306K +$282K +8,410 New
GWSG
1199
GPS Wealth Strategies Group
Colorado
$305K +$280K +8,370 New
C
1200
Certuity
Florida
$304K +$42.2K +1,260 +18%

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.