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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
DWA
1226
Douglass Winthrop Advisors
New York
$283K
BCM
1227
Brookstone Capital Management
Illinois
$283K +$261K +7,780 New
MIH
1228
Meitav Investment House
Israel
$281K -$2.96M -88,260 -92%
HPWM
1229
Highland Private Wealth Management
Washington
$281K +$14.7K +440 +6%
SBSB
1230
Sullivan, Bruyette, Speros & Blaney
Virginia
$280K -$31.8K -950 -11%
GP
1231
Girard Partners
Pennsylvania
$280K +$670 +20 +0.3%
WIA
1232
Wealthstreet Investment Advisors
Texas
$279K
AWM
1233
Avior Wealth Management
Nebraska
$277K -$55.6K -1,660 -18%
JWCA
1234
J.W. Coons Advisors
Ohio
$277K +$254K +7,570 New
KF
1235
Krilogy Financial
Missouri
$274K -$35.2K -1,050 -12%
S
1236
SimplyRich
California
$274K
IIC
1237
Integrated Investment Consultants
Michigan
$272K -$42.5K -1,270 -15%
TCM
1238
Traynor Capital Management
Pennsylvania
$272K +$245K +7,310 New
WB
1239
Webster Bank
Connecticut
$271K -$3.35K -100 -1%
BWP
1240
Baldwin Wealth Partners
Massachusetts
$269K
BWP
1241
BSW Wealth Partners
Colorado
$268K +$247K +7,360 New
PEA
1242
Pacific Edge Advisors
California
$267K
IBOK
1243
Independence Bank of Kentucky
Kentucky
$266K +$13.4K +400 +6%
NSEDCP
1244
NJ State Employees Deferred Compensation Plan
New Jersey
$265K
CAAS
1245
Capital Asset Advisory Services
Michigan
$264K -$335 -10 -0.1%
WAM
1246
Wakefield Asset Management
Colorado
$262K +$1.34K +40 +0.6%
BPA
1247
Beacon Pointe Advisors
California
$258K +$14.1K +420 +6%
FL
1248
Fort LP
Maryland
$254K +$233K +6,960 New
AIM
1249
Aigen Investment Management
New York
$254K +$234K +6,980 New
MCP
1250
Mirador Capital Partners
California
$252K -$16.1K -480 -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.