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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
FANJ
1501
Financial Architects (New Jersey)
New Jersey
-$132K -4,170 Closed
C
1502
Cerebellum
California
-$105K -4,070 Closed
1W
1503
1776 Wealth
Georgia
-$126K -4,000 Closed
WFMPM
1504
Woodley Farra Manion Portfolio Management
Indiana
-$105K -3,310 Closed
PA
1505
Perennial Advisors
New York
-$66K -2,080 Closed
PWP
1506
Principle Wealth Partners
Connecticut
-$56K -1,770 Closed
FWM
1507
FSA Wealth Management
Massachusetts
-$47K -1,500 Closed
VCM
1508
Vigilant Capital Management
Maine
-$42K -1,320 Closed
SIAP
1509
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$32K -1,010 Closed
GWMIA
1510
Global Wealth Management Investment Advisory
Florida
-$32K -1,000 Closed
BFIM
1511
Beese Fulmer Investment Management
Ohio
-$22K -690 Closed
PIMG
1512
Patriot Investment Management Group
Tennessee
-$19.3K -610 Closed
EWP
1513
Engrave Wealth Partners
Texas
-$18K -600 Closed
SWM
1514
Selective Wealth Management
Virginia
-$18K -570 Closed
RDWM
1515
Red Door Wealth Management
Tennessee
-$13K -440 Closed
TI
1516
tru Independence
Oregon
-$13 -400 Closed
WAMC
1517
Western Asset Management Company
California
-$10K -310 Closed
BSAM
1518
Blue Square Asset Management
New York
-$9K -300 Closed
Kayne Anderson Rudnick Investment Management
1519
Kayne Anderson Rudnick Investment Management
California
-$9K -290 Closed
PCS
1520
Personal CFO Solutions
New Jersey
-$5.02K -150 -1%
FWM
1521
Filbrandt Wealth Management
Wisconsin
-$3K -110 Closed
HF
1522
Halpern Financial
Virginia
-$1.89K -60 Closed
MFT
1523
Moisand Fitzgerald Tamayo
Florida
-$1K -20 Closed
MTCM
1524
Mint Tower Capital Management
Netherlands
+$670 +20 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.