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Brunswick

404 hedge funds and large institutions have $5.47B invested in Brunswick in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

16% more capital invested

Capital invested by funds: $4.71B → $5.47B (+$766M)

1.66% more ownership

Funds ownership: 92.24%93.9% (+1.7%)

1% more funds holding

Funds holding: 400404 (+4)

1% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 141

13% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $26.7M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
404
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.44%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
57
Increased
142
Reduced
141
Closed
49
Calls
$23.3M
Puts
$26.7M
Net Calls
-$3.43M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$629M +$37.6M +454,656 +6%
BlackRock
2
BlackRock
New York
$519M +$1.41M +17,102 +0.3%
CCM
3
Cantillon Capital Management
New York
$340M -$5.54M -66,999 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$281M -$9.11M -110,108 -3%
KCM
5
Kensico Capital Management
Connecticut
$173M -$4.85M -58,600 -3%
State Street
6
State Street
Massachusetts
$171M +$2.28M +27,592 +1%
American Century Companies
7
American Century Companies
Missouri
$158M -$9.2M -111,214 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$156M -$7.61M -92,066 -5%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$128M -$615K -7,438 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$126M -$1.63M -19,751 -1%
VLKIM
11
Van Lanschot Kempen Investment Management
Netherlands
$117M +$18.2M +219,948 +18%
UBS AM
12
UBS AM
Illinois
$114M +$22.5M +272,611 +25%
Principal Financial Group
13
Principal Financial Group
Iowa
$100M +$7.23M +87,429 +8%
TCM
14
TimesSquare Capital Management
New York
$84.5M -$15M -181,820 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$84M +$1.87M +22,609 +2%
LCM
16
Lakewood Capital Management
New York
$80.2M -$18.8M -227,000 -19%
BL
17
Bleichroeder LP
New York
$80M
Morgan Stanley
18
Morgan Stanley
New York
$79.6M +$1.44M +17,386 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$71.7M -$383K -4,635 -0.5%
Federated Hermes
20
Federated Hermes
Pennsylvania
$67.6M -$4.66M -56,337 -6%
CCM
21
Copeland Capital Management
Pennsylvania
$67.4M +$3.98M +48,159 +6%
Jennison Associates
22
Jennison Associates
New York
$66.8M +$1.42M +17,113 +2%
SAM
23
Silvercrest Asset Management
New York
$66.5M -$2.49M -30,117 -4%
Norges Bank
24
Norges Bank
Norway
$62.7M +$1.88M +22,745 +3%
Franklin Resources
25
Franklin Resources
California
$62.7M +$28.2M +340,454 +80%

BC Hedge Fund Activity: Q1 2023 in Review

404 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Brunswick (BC) for Q1 2023, worth a combined $5.47B — up 16% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BC positions and 49 closed out — a net gain of 8 holders — while 142 added to existing stakes and 141 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $66M sold.

  • 404 institutional investors held Brunswick (BC) as of Q1 2023, up from 400 in Q4 2022.
  • Funds reported $5.47B of Brunswick stock for Q1 2023, up 16% quarter-over-quarter.
  • 57 funds opened new Brunswick positions in Q1 2023 and 49 closed out, a net change of +8 holders.
  • The largest Brunswick buyer in Q1 2023 was Vanguard Group, an estimated $37.6M added.
  • The largest Brunswick seller in Q1 2023 was Balyasny Asset Management, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2023.