We are live on ! Find out more
AVGO icon

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
NL
1476
NWAM LLC
Washington
-$602K -19,060 Closed
CC
1477
Cannell & Co
New York
-$598K -18,950 Closed
OAM
1478
Optimal Asset Management
California
-$523K -16,580 Closed
SMFS
1479
Squar Milner Financial Services
California
-$504K -15,980 Closed
IEFM
1480
IQ EQ Fund Management
Ireland
-$481K -15,250 Closed
LA
1481
LVW Advisors
New York
-$449K -14,230 Closed
AO
1482
Advisor OS
Illinois
-$437K -13,840 Closed
NERM
1483
New England Research & Management
Illinois
-$395K -12,500 Closed
BCM
1484
Bayesian Capital Management
New York
-$394K -12,470 Closed
TCM
1485
Tuttle Capital Management
Connecticut
-$386K -12,230 Closed
CPC
1486
Congress Park Capital
New York
-$375K -11,890 Closed
TAM
1487
Trillium Asset Management
Massachusetts
-$374K -11,860 Closed
IIA
1488
IPG Investment Advisors
California
-$349K -11,050 Closed
JG
1489
Jefferies Group
New York
-$345 -10,930 Closed
CWA
1490
Clarity Wealth Advisors
California
-$304K -9,660 Closed
SIC
1491
Sigma Investment Counselors
Michigan
-$250K -7,910 Closed
TFA
1492
Transamerica Financial Advisors
Florida
-$239K -7,570 Closed
SPM
1493
Symmetry Peak Management
Pennsylvania
-$237K -7,500 Closed
ECM
1494
Element Capital Management
New York
-$209K -6,610 Closed
HFG
1495
Heron Financial Group
New York
-$205K -6,420 Closed
LRIA
1496
Leonard Rickey Investment Advisors
Washington
-$201K -6,360 Closed
PA
1497
Procyon Advisors
Connecticut
-$197K -6,250 Closed
RCG
1498
Rock Creek Group
District of Columbia
-$193K -6,130 Closed
SCA
1499
Stonebridge Capital Advisors
Minnesota
-$187K -5,910 Closed
CG
1500
Cutler Group
California
-$155K -4,620 Closed

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.