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Brunswick

418 hedge funds and large institutions have $5.86B invested in Brunswick in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $5.47B → $5.86B (+$389M)

3% more funds holding

Funds holding: 404418 (+14)

1.88% more ownership

Funds ownership: 93.9%95.78% (+1.9%)

18% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 158

32% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $21.3M

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
59
Increased
130
Reduced
158
Closed
45
Calls
$14.4M
Puts
$21.3M
Net Calls
-$6.83M
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$644M -$19.2M -234,938 -3%
BlackRock
2
BlackRock
New York
$531M -$17.1M -209,711 -3%
CCM
3
Cantillon Capital Management
New York
$382M +$21.5M +263,477 +6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$283M -$13.4M -164,075 -5%
KCM
5
Kensico Capital Management
Connecticut
$180M -$2.19M -26,900 -1%
State Street
6
State Street
Massachusetts
$178M -$2.85M -34,880 -2%
American Century Companies
7
American Century Companies
Missouri
$170M +$2.68M +32,858 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$148M -$15.8M -193,981 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$141M +$7.95M +97,385 +6%
TCAM
10
Turtle Creek Asset Management
Ontario, Canada
$135M +$25K +306 +0%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$124M +$62M +759,646 +114%
VLKIM
12
Van Lanschot Kempen Investment Management
Netherlands
$120M -$3.17M -38,841 -3%
UBS AM
13
UBS AM
Illinois
$114M
Principal Financial Group
14
Principal Financial Group
Iowa
$102M -$4.23M -51,891 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.8M +$1.96M +24,079 +2%
TCM
16
TimesSquare Capital Management
New York
$88M -$1.17M -14,352 -1%
BL
17
Bleichroeder LP
New York
$84.5M
LCM
18
Lakewood Capital Management
New York
$80.5M -$4M -49,000 -5%
Franklin Resources
19
Franklin Resources
California
$76.2M +$9.38M +114,988 +15%
Jennison Associates
20
Jennison Associates
New York
$75.7M +$4.9M +60,026 +7%
Morgan Stanley
21
Morgan Stanley
New York
$74.6M -$8.99M -110,137 -11%
CCM
22
Copeland Capital Management
Pennsylvania
$74M +$2.62M +32,101 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$73.8M -$1.88M -23,091 -3%
SAM
24
Silvercrest Asset Management
New York
$73.6M +$3.11M +38,083 +5%
Federated Hermes
25
Federated Hermes
Pennsylvania
$70M -$1.36M -16,630 -2%

BC Hedge Fund Activity: Q2 2023 in Review

418 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brunswick (BC) for Q2 2023, worth a combined $5.86B — up 7.1% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BC positions and 45 closed out — a net gain of 14 holders — while 130 added to existing stakes and 158 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62M. The largest seller was Point72 Asset Management, cutting an estimated $33.3M.

  • 418 institutional investors held Brunswick (BC) as of Q2 2023, up from 404 in Q1 2023.
  • Funds reported $5.86B of Brunswick stock for Q2 2023, up 7.1% quarter-over-quarter.
  • 59 funds opened new Brunswick positions in Q2 2023 and 45 closed out, a net change of +14 holders.
  • The largest Brunswick buyer in Q2 2023 was Fidelity Investments, an estimated $62M added.
  • The largest Brunswick seller in Q2 2023 was Point72 Asset Management, an estimated $33.3M sold.

Based on aggregated 13F filings for Q2 2023.