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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
SWA
1276
Stratos Wealth Advisors
Ohio
$216K +$198K +5,920 New
T
1277
TOBAM
France
$216K +$199K +5,930 New
FG
1278
Fiduciary Group
Georgia
$216K +$199K +5,940 New
LFA
1279
Legacy Financial Advisors
Kentucky
$216K +$199K +5,940 New
IIM
1280
Ipswich Investment Management
Massachusetts
$215K +$198K +5,900 New
AAP
1281
Arax Advisory Partners
Colorado
$214K +$12.4K +370 +7%
PA
1282
PFG Advisors
Arizona
$214K +$196K +5,840 New
BO
1283
Bank OZK
Arkansas
$213K -$29.8K -890 -13%
WG
1284
Winton Group
United Kingdom
$209K -$142K -4,230 -42%
FWM
1285
Foresight Wealth Management
Utah
$209K +$192K +5,720 New
MFS
1286
Mirabella Financial Services
United Kingdom
$208K -$257K -7,680 -57%
CMBA
1287
C.M. Bidwell & Associates
Hawaii
$208K +$192K +5,720 New
SCM
1288
Silvant Capital Management
Georgia
$207K
FQ
1289
First Quadrant
California
$206K -$752K -22,460 -80%
MSR
1290
Main Street Research
Connecticut
$206K -$40.9K -1,220 -18%
RIM
1291
Redwood Investment Management
Arizona
$205K +$188K +5,620 New
AAMC
1292
Asset Allocation & Management Company
Illinois
$204K -$465K -13,880 -71%
NCM
1293
Noesis Capital Mangement
Florida
$204K +$188K +5,610 New
TP
1294
Tranquility Partners
Tennessee
$203K +$187K +5,570 New
FCBT
1295
First Citizens Bank & Trust
North Carolina
$201K +$185K +5,520 New
ZB
1296
Zions Bancorporation
Utah
$200K +$72.7K +2,170 +65%
TCOT
1297
Trust Company of Toledo
Ohio
$200K +$184K +5,500 New
CFA
1298
Carroll Financial Associates
North Carolina
$197K +$1K +30 +0.6%
PFWA
1299
Paces Ferry Wealth Advisors
Georgia
$189K +$174K +5,180 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1300
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$181K -$50.1M -1,495,330 -100%

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.