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Brunswick

264 hedge funds and large institutions have $2.75B invested in Brunswick in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 78

6.1% more ownership

Funds ownership: 92.02%98.12% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less funds holding

Funds holding: 317264 (-53)

35% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $11.6M

39% less capital invested

Capital invested by funds: $4.5B → $2.75B (-$1.75B)

62% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 79

Holders
264
Holders Change
-53
Holders Change %
-16.72%
% of All Funds
5.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
106
Reduced
78
Closed
79
Calls
$7.54M
Puts
$11.6M
Net Calls
-$4.08M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$20K +$29.3K +553 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$17K
NIPH
228
NN Investment Partners Holdings
Netherlands
$12K
PWMG
229
Prestige Wealth Management Group
New Jersey
$12K +$2.18K +41 +13%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$10K
CIA
231
CSat Investment Advisory
Michigan
$10K +$2.49K +47 +21%
TFGT
232
TS Financial Group (TSFG)
Illinois
$9K
VFA
233
Valeo Financial Advisors
Indiana
$8K
GAM
234
Gemmer Asset Management
California
$8K +$743 +14 +6%
EI
235
Ellevest Inc
New York
$8K +$8.07K +152 +181%
MCM
236
McMillion Capital Management
North Carolina
$8K +$12K +226 New
APA
237
American Portfolios Advisors
New York
$7.07K
CT
238
Caldwell Trust
Florida
$7.07K
WT
239
Whittier Trust
California
$7K
CAW
240
Cornerstone Advisors (Washington)
Washington
$7K +$2.28K +43 +25%
IA
241
IFP Advisors
Florida
$6K +$318 +6 +4%
S
242
SignatureFD
Georgia
$5K -$36.7K -692 -84%
GT
243
Glenmede Trust
Pennsylvania
$5K
HIM
244
Hillsdale Investment Management
Ontario, Canada
$5K +$7.43K +140 New
BFEC
245
Benjamin F. Edwards & Company
Missouri
$4K
SPIA
246
Steward Partners Investment Advisory
New York
$3K -$49.3K -929 -91%
SIM
247
Sonora Investment Management
Arizona
$3K
ASN
248
Advisory Services Network
Georgia
$2K -$8.54K -161 -71%
PA
249
Procyon Advisors
Connecticut
$2K -$4.93K -93 -66%
CAL
250
Capital Advisors Ltd
Ohio
$2K

BC Hedge Fund Activity: Q1 2020 in Review

264 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Brunswick (BC) for Q1 2020, worth a combined $2.75B — down 39% from $4.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of BC and 30 opened new positions — a net loss of 49 holders — while 78 trimmed existing stakes and 106 added.

The largest buyer was Lazard Asset Management, adding an estimated $40.1M. The largest seller was Fidelity Investments, cutting an estimated $67.8M.

  • 264 institutional investors held Brunswick (BC) as of Q1 2020, down from 317 in Q4 2019.
  • Funds reported $2.75B of Brunswick stock for Q1 2020, down 39% quarter-over-quarter.
  • 30 funds opened new Brunswick positions in Q1 2020 and 79 closed out, a net change of -49 holders.
  • The largest Brunswick buyer in Q1 2020 was Lazard Asset Management, an estimated $40.1M added.
  • The largest Brunswick seller in Q1 2020 was Fidelity Investments, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2020.