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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
DLA
1201
Douglas Lane & Associates
New York
$303K +$6.03K +180 +2%
CAM
1202
Covenant Asset Management
New Jersey
$302K -$80.7K -2,410 -23%
HFP
1203
Holistic Financial Partners
Indiana
$301K +$277K +8,260 New
FWM
1204
Fairhaven Wealth Management
Illinois
$299K -$13.4K -400 -5%
WAOTB
1205
Wealth Advisors of Tampa Bay
Florida
$299K +$275K +8,210 New
VFA
1206
Valeo Financial Advisors
Indiana
$297K -$96.1K -2,870 -26%
PCG
1207
Private Capital Group
Connecticut
$297K -$4.69K -140 -2%
TVAMP
1208
Tennessee Valley Asset Management Partners
Tennessee
$296K +$19.8K +590 +8%
PCP
1209
Proficio Capital Partners
Massachusetts
$296K +$52.3K +1,560 +19%
LWCFA
1210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$293K
SNT
1211
Security National Trust
West Virginia
$293K +$47.9K +1,430 +22%
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$293K +$149K +4,460 +125%
RWM
1213
Ritholtz Wealth Management
New York
$293K +$269K +8,040 New
WIM
1214
Westside Investment Management
California
$292K +$335 +10 +0%
CCM
1215
Carlson Capital Management
Minnesota
$291K -$1.34K -40 -0.5%
CFGS
1216
Concourse Financial Group Securities
Alabama
$291K
VW
1217
Vantage Wealth
California
$291K
BPCE
1218
Bank Pictet & Cie (Europe)
Germany
$291K +$50.9K +1,520 +23%
CNC
1219
Canandaigua National Corp
New York
$291K +$268K +8,000 New
HR
1220
Howe & Rusling
New York
$289K -$132K -3,930 -33%
SFG
1221
Sather Financial Group
Texas
$287K -$3.35K -100 -1%
BAMF
1222
BI Asset Management Fondsmaeglerselskab
Denmark
$286K +$263K +7,850 New
GW
1223
GW & Wade
Massachusetts
$286K +$263K +7,850 New
FPCP
1224
Fort Point Capital Partners
California
$285K -$143K -4,280 -35%
PPW
1225
Parcion Private Wealth
Washington
$283K -$16.7K -500 -6%

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.