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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
AWA
1301
Arkadios Wealth Advisors
Georgia
$181K +$670 +20 +0.4%
CI
1302
CX Institutional
Indiana
$177K +$63K +1,880 +63%
TCOV
1303
Trust Company of Vermont
Vermont
$176K -$39.5K -1,180 -20%
AssetMark Inc
1304
AssetMark Inc
California
$175K -$351K -10,480 -69%
CAM
1305
Costello Asset Management
Pennsylvania
$172K +$110K +3,270 +224%
ED
1306
Exane Derivatives
France
$169K -$1.1M -32,800 -88%
WC
1307
Wexford Capital
Florida
$164K +$151K +4,500 New
AF
1308
Advisornet Financial
Minnesota
$163K +$32.2K +960 +27%
AWM
1309
AllSquare Wealth Management
New York
$161K
SSB
1310
Sandy Spring Bank
Maryland
$160K +$14.1K +420 +11%
AWM
1311
Atticus Wealth Management
Florida
$148K +$126K +3,760 +1,253%
LWA
1312
Lenox Wealth Advisors
New York
$137K +$16.4K +490 +15%
SQA
1313
Simon Quick Advisors
New Jersey
$132K +$33.2K +990 +38%
LC
1314
Lindbrook Capital
California
$131K +$47.6K +1,420 +65%
EFSCE
1315
Enterprise Financial Services Corp (EFSC)
Missouri
$129K +$6.7K +200 +6%
SWA
1316
Sutton Wealth Advisors
Florida
$125K
SAS
1317
Stelac Advisory Services
New York
$124K +$114K +3,410 New
GWS
1318
Glassman Wealth Services
Virginia
$117K +$1.68K +50 +2%
VAIA
1319
Virtus Alternative Investment Advisers
Connecticut
$117K +$9.38K +280 +10%
CCA
1320
Column Capital Advisors
Indiana
$113K +$27.8K +830 +36%
EW
1321
Evoke Wealth
California
$112K +$3.01K +90 +3%
RE
1322
RBC Europe
United Kingdom
$111K +$51.6K +1,540 +103%
BCM
1323
Blume Capital Management
California
$109K
BWM
1324
Baystate Wealth Management
Massachusetts
$108K -$1.68K -50 -2%
FMP
1325
Financial Management Professionals
Texas
$107K +$11.4K +340 +13%

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.