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Brunswick

344 hedge funds and large institutions have $4.98B invested in Brunswick in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $7.74M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

11% more capital invested

Capital invested by funds: $4.48B → $4.98B (+$504M)

3.16% more ownership

Funds ownership: 92.84%96% (+3.2%)

8% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 120

4% less funds holding

Funds holding: 359344 (-15)

13% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 60

Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
7.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
52
Increased
110
Reduced
120
Closed
60
Calls
$33.2M
Puts
$7.74M
Net Calls
+$25.5M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
276
Rehmann Capital Advisory Group
Michigan
$67K +$66.3K +1,122 New
GFP
277
Gryphon Financial Partners
Ohio
$66K
AF
278
Advisornet Financial
Minnesota
$62K +$2.6K +44 +4%
CFD
279
Creative Financial Designs
Indiana
$59K +$3.02K +51 +5%
PHK
280
Point72 Hong Kong
Hong Kong
$59K +$58.4K +988 New
SPIA
281
Steward Partners Investment Advisory
New York
$53K +$59 +1 +0.1%
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K
MA
283
MUFG Americas
New York
$48K
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$47K -$475K -8,044 -91%
Lazard Asset Management
285
Lazard Asset Management
New York
$41K +$41.7K +706 New
LWM
286
Lenox Wealth Management
Ohio
$40K -$53.2K -900 -57%
FPFS
287
First Personal Financial Services
North Carolina
$39K -$6.44K -109 -14%
BSG
288
Black Swift Group
Colorado
$30K
NIT
289
NumerixS Investment Technologies
British Columbia, Canada
$29K -$265K -4,478 -90%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$28K +$27.7K +469 New
Barrow, Hanley, Mewhinney & Strauss
291
Barrow, Hanley, Mewhinney & Strauss
Texas
$25K
SFSIG
292
San Francisco Sentry Investment Group
California
$23K +$22.6K +382 New
CIP
293
Convergence Investment Partners
Florida
$23K +$22.6K +383 New
VCM
294
Versant Capital Management
Arizona
$20K
DZ Bank
295
DZ Bank
Germany
$16K -$460K -7,788 -97%
TDC
296
Thompson Davis & Co
Virginia
$16K +$59 +1 +0.4%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$15K +$4.73K +80 +48%
APP
298
Avantax Planning Partners
Iowa
$15K +$14.7K +248 New
GAM
299
Gemmer Asset Management
California
$14K +$177 +3 +1%
VFA
300
Valeo Financial Advisors
Indiana
$13K

BC Hedge Fund Activity: Q1 2018 in Review

344 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brunswick (BC) for Q1 2018, worth a combined $4.98B — up 11% from $4.48B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BC and 52 opened new positions — a net loss of 8 holders — while 120 trimmed existing stakes and 110 added.

The largest buyer was Lakewood Capital Management, adding an estimated $58.5M. The largest seller was Boston Partners, exiting entirely with an estimated $78.9M sold.

  • 344 institutional investors held Brunswick (BC) as of Q1 2018, down from 359 in Q4 2017.
  • Funds reported $4.98B of Brunswick stock for Q1 2018, up 11% quarter-over-quarter.
  • 52 funds opened new Brunswick positions in Q1 2018 and 60 closed out, a net change of -8 holders.
  • The largest Brunswick buyer in Q1 2018 was Lakewood Capital Management, an estimated $58.5M added.
  • The largest Brunswick seller in Q1 2018 was Boston Partners, an estimated $78.9M sold.

Based on aggregated 13F filings for Q1 2018.