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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
Capital World Investors
1
Capital World Investors
California
$14.3B +$83.6M +2,494,630 +0.6%
Capital International Investors
2
Capital International Investors
California
$12.5B -$201M -6,013,910 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B +$177M +5,282,800 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$12B +$206M +6,158,300 +2%
BlackRock
5
BlackRock
New York
$9.39B -$127M -3,799,130 -1%
State Street
6
State Street
Massachusetts
$5.93B -$88.5M -2,641,320 -2%
Bank of America
7
Bank of America
North Carolina
$2.97B +$88.2M +2,634,000 +3%
Ameriprise
8
Ameriprise
Minnesota
$2.31B +$121M +3,611,480 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.14B +$13.9M +414,490 +0.7%
Northern Trust
10
Northern Trust
Illinois
$1.76B +$15.3M +456,030 +1%
Norges Bank
11
Norges Bank
Norway
$1.4B +$602K +17,960 +0%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.36B +$8.45M +252,370 +0.7%
ClearBridge Investments
13
ClearBridge Investments
New York
$1.34B -$58.8M -1,755,390 -5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.3B +$114M +3,405,420 +11%
N
15
Nuveen
North Carolina
$1.25B +$93.1M +2,780,030 +9%
Morgan Stanley
16
Morgan Stanley
New York
$1.06B +$81.4M +2,429,220 +9%
Wells Fargo
17
Wells Fargo
California
$918M -$13.1M -391,170 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$830M -$17.6M -525,210 -2%
Macquarie Group
19
Macquarie Group
Australia
$730M -$124M -3,705,400 -16%
JP Morgan Chase
20
JP Morgan Chase
New York
$714M -$86.6M -2,585,870 -12%
Charles Schwab
21
Charles Schwab
California
$687M +$21.1M +629,900 +3%
Invesco
22
Invesco
Georgia
$669M -$4.92M -146,980 -0.8%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$666M -$407M -12,145,300 -40%
UBS AM
24
UBS AM
Illinois
$649M +$7.48M +223,350 +1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$626M +$129M +3,855,490 +29%

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.