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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
GCM
1351
Gables Capital Management
Florida
$54K
AIM
1352
Anchor Investment Management
South Carolina
$52.1K +$26.8K +800 +127%
PCTC
1353
Perkins Coie Trust Company
Washington
$52K -$1.68K -50 -3%
PMFA
1354
Plante Moran Financial Advisors
Michigan
$51K +$12.7K +380 +38%
PFO
1355
Pathstone Family Office
New Jersey
$50K +$23.4K +700 +108%
FCB
1356
First Command Bank
Texas
$47K
FCFS
1357
First Command Financial Services
Texas
$47K
TWA
1358
TCI Wealth Advisors
Arizona
$46K
HFS
1359
HBC Financial Services
Washington
$45K +$23.4K +700 +140%
APWA
1360
Atlas Private Wealth Advisors
New Jersey
$44K +$335 +10 +0.8%
SBL
1361
Sargent Bickham Lagudis
Colorado
$44K +$335 +10 +0.8%
PWMG
1362
Prestige Wealth Management Group
New Jersey
$44K +$25.8K +770 +179%
CFO
1363
CVA Family Office
Colorado
$42K +$38.9K +1,160 New
APC
1364
Aspire Private Capital
North Carolina
$41K +$37.5K +1,120 New
HWA
1365
Heritage Wealth Advisors
Virginia
$36.4K
FFC
1366
First Financial Corp
Indiana
$36K
HFA
1367
HC Financial Advisors
California
$36K
ICM
1368
Islay Capital Management
Texas
$36K
PCC
1369
Park Circle Company
Maryland
$36K
NIC
1370
Northwest Investment Counselors
Oregon
$35K +$32.5K +970 New
BC
1371
Bartlett & Co
Ohio
$34K +$5.02K +150 +19%
HS
1372
Horan Securities
United States
$34K +$31.1K +930 New
BCWM
1373
Bartlett & Co Wealth Management
Ohio
$33.5K +$5.02K +150 +19%
AWMS
1374
Advocacy Wealth Management Services
Georgia
$31K -$3.35K -100 -11%
NFSG
1375
Newbridge Financial Services Group
Florida
$31K +$28.5K +850 New

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.