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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
NSIM
1376
North Star Investment Management
Illinois
$28K +$5.36K +160 +26%
PWM
1377
Provident Wealth Management
Tennessee
$28K +$25.5K +760 New
MHR
1378
Matthew Hamilton Rosenberg
$27K
TFM
1379
TFC Financial Management
Massachusetts
$27K +$24.5K +730 New
WCG
1380
Weaver Consulting Group
California
$25K
ME
1381
McIlrath & Eck
Washington
$24K
JWM
1382
Jeppson Wealth Management
California
$23K +$21.1K +630 New
RIM
1383
Rockbridge Investment Management
New York
$22K +$12.4K +370 +154%
BWM
1384
BNC Wealth Management
Oregon
$21K +$19.4K +580 New
SIS
1385
Sound Income Strategies
Florida
$20K
MWP
1386
Meridian Wealth Partners
Pennsylvania
$20K +$18.8K +560 New
IRC
1387
Investors Research Corp
Georgia
$19K
AIM
1388
AIA Investment Management
Singapore
$18K
TCM
1389
TD Capital Management
Tennessee
$17K
IAS
1390
IMA Advisory Services
Colorado
$17K +$1.34K +40 +10%
WLPWM
1391
Walled Lake Planning & Wealth Management
Illinois
$16K
CAGAS
1392
Capital Advisory Group Advisory Services
Minnesota
$16K +$3.35K +100 +30%
ONST
1393
Old North State Trust
North Carolina
$16K +$15.1K +450 New
TJHA
1394
Thomas J. Herzfeld Advisors
Florida
$15K +$1.34K +40 +10%
EI
1395
Ellevest Inc
New York
$15K +$2.68K +80 +25%
BWA
1396
BDO Wealth Advisors
Florida
$15K +$9.04K +270 +180%
GFPC
1397
Global Financial Private Client
Florida
$14.4K -$10K -300 -43%
TCM
1398
Tradewinds Capital Management
Washington
$14K -$3.01K -90 -19%
SIM
1399
Sonora Investment Management
Arizona
$14K
FWM
1400
Focused Wealth Management
New York
$14K +$335 +10 +3%

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.