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Broadcom

1,636 hedge funds and large institutions have $147B invested in Broadcom in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 663 increasing their positions, 537 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 67

23% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 537

20% more capital invested

Capital invested by funds: $122B → $147B (+$24.8B)

16% more funds holding in top 10

Funds holding in top 10: 7587 (+12)

13% more funds holding

Funds holding: 1,4501,636 (+186)

7.36% less ownership

Funds ownership: 826.4%819.05% (-7.4%)

55% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $3.76B

Holders
1,636
Holders Change
+186
Holders Change %
+12.83%
% of All Funds
28.95%
Holding in Top 10
87
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16%
% of All Funds
1.54%
New
271
Increased
663
Reduced
537
Closed
67
Calls
$1.71B
Puts
$3.76B
Net Calls
-$2.05B
Net Calls Change
-$944M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$17B -$156M -3,989,680 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8B -$80.3M -2,058,590 -0.6%
Capital International Investors
3
Capital International Investors
California
$14.4B -$567M -14,541,480 -4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$14.2B -$153M -3,922,040 -1%
BlackRock
5
BlackRock
New York
$11.4B +$95.5M +2,448,610 +1%
State Street
6
State Street
Massachusetts
$6.98B -$134M -3,443,000 -2%
Bank of America
7
Bank of America
North Carolina
$3.37B -$182M -4,662,940 -6%
Ameriprise
8
Ameriprise
Minnesota
$2.77B -$11M -282,680 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.63B +$60.1M +1,540,670 +3%
Northern Trust
10
Northern Trust
Illinois
$2.07B -$37.1M -950,950 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.98B +$376M +9,645,590 +27%
Norges Bank
12
Norges Bank
Norway
$1.74B +$48.2M +1,235,560 +3%
N
13
Nuveen
North Carolina
$1.68B +$156M +4,014,290 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.63B +$4.12M +105,590 +0.3%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.52B -$80.3M -2,060,030 -6%
Morgan Stanley
16
Morgan Stanley
New York
$1.29B +$10.4M +266,570 +0.9%
KBC Group
17
KBC Group
Belgium
$1.22B +$53.8M +1,381,020 +37%
Wells Fargo
18
Wells Fargo
California
$1.19B +$80.7M +2,069,810 +8%
Legal & General Group
19
Legal & General Group
United Kingdom
$992M -$5.05M -129,520 -0.6%
Charles Schwab
20
Charles Schwab
California
$848M +$20.2M +518,760 +3%
Allianz Asset Management
21
Allianz Asset Management
Germany
$835M +$75.9M +1,946,710 +11%
Invesco
22
Invesco
Georgia
$833M +$25.2M +647,440 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$809M +$7.71M +197,720 +1%
UBS Group
24
UBS Group
Switzerland
$789M +$87.3M +2,239,740 +14%
Macquarie Group
25
Macquarie Group
Australia
$772M -$93.9M -2,409,180 -12%

AVGO Hedge Fund Activity: Q4 2020 in Review

1,636 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2020, worth a combined $147B — up 20% from $122B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new AVGO positions and 67 closed out — a net gain of 204 holders — while 663 added to existing stakes and 537 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $376M. The largest seller was Capital International Investors, cutting an estimated $567M.

  • 1,636 institutional investors held Broadcom (AVGO) as of Q4 2020, up from 1,450 in Q3 2020.
  • Funds reported $147B of Broadcom stock for Q4 2020, up 20% quarter-over-quarter.
  • 271 funds opened new Broadcom positions in Q4 2020 and 67 closed out, a net change of +204 holders.
  • The largest Broadcom buyer in Q4 2020 was T. Rowe Price Associates, an estimated $376M added.
  • The largest Broadcom seller in Q4 2020 was Capital International Investors, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2020.