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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
CFFP
1251
Center for Financial Planning
Michigan
$250K +$670 +20 +0.3%
LA
1252
LexAurum Advisors
Kansas
$245K +$225K +6,720 New
CAG
1253
Crestwood Advisors Group
Massachusetts
$245K +$225K +6,730 New
MYIA
1254
Mount Yale Investment Advisors
Colorado
$242K -$694K -20,710 -76%
FWM
1255
Frontier Wealth Management
Missouri
$242K
PW
1256
Price Wealth
Texas
$241K +$182K +5,440 +461%
FI
1257
FormulaFolio Investments
Michigan
$241K +$222K +6,620 New
MWPCG
1258
Measured Wealth Private Client Group
New Hampshire
$236K -$609K -18,170 -74%
MIA
1259
MainStreet Investment Advisors
Illinois
$235K -$2.85M -85,170 -93%
MAM
1260
Mark Asset Management
New York
$234K -$65.3K -1,950 -23%
IFAM
1261
Institutional & Family Asset Management
Colorado
$234K -$8.71K -260 -4%
AC
1262
Abbrea Capital
California
$233K -$8.37K -250 -4%
BBA
1263
Braun-Bostich & Associates
Pennsylvania
$232K -$250K -7,470 -54%
BWP
1264
Bernardo Wealth Planning
Pennsylvania
$229K -$10.7K -320 -5%
CIC
1265
Chase Investment Counsel
Virginia
$229K +$211K +6,290 New
VAM
1266
Verity Asset Management
North Carolina
$229K +$211K +6,290 New
AL
1267
Aspiriant LLC
California
$227K +$209K +6,230 New
PFA
1268
Pathway Financial Advisors
Vermont
$226K -$16.4K -490 -7%
FHC
1269
First Heartland Consultants
Missouri
$225K +$207K +6,180 New
GPA
1270
Guidance Point Advisors
Massachusetts
$225K +$207K +6,180 New
CFG
1271
Citizens Financial Group
Rhode Island
$223K +$74.4K +2,220 +55%
HHGA
1272
Halbert Hargrove Global Advisors
California
$220K +$202K +6,040 New
ER
1273
Enlightenment Research
Florida
$219K +$201K +6,000 New
TC
1274
TAP Consulting
Missouri
$219K +$202K +6,020 New
CAL
1275
Capital Analysts LLC
Pennsylvania
$217K +$1K +30 +0.5%

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.