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Brunswick

381 hedge funds and large institutions have $5.63B invested in Brunswick in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 147 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $4.91B → $5.63B (+$713M)

13% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $6.97M

1.43% more ownership

Funds ownership: 100%101.44% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 147

3% less funds holding

Funds holding: 392381 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 53

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
142
Reduced
147
Closed
53
Calls
$7.91M
Puts
$6.97M
Net Calls
+$937K
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$593M -$7.42M -95,555 -1%
BlackRock
2
BlackRock
New York
$479M -$9.7M -124,947 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$348M -$124M -1,599,382 -28%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$259M +$35.1M +452,116 +17%
TCAM
5
Turtle Creek Asset Management
Ontario, Canada
$208M +$2.24M +28,799 +1%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$198M -$4.96M -63,843 -3%
State Street
7
State Street
Massachusetts
$175M +$35.3K +455 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$174M -$1.84M -23,721 -1%
Harris Associates
9
Harris Associates
Illinois
$136M +$11M +141,735 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$125M +$7.98M +102,780 +7%
American Century Companies
11
American Century Companies
Missouri
$119M -$3.13M -40,293 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$119M +$13.1M +168,384 +14%
AllianceBernstein
13
AllianceBernstein
Tennessee
$107M +$8.64M +111,247 +10%
UBS AM
14
UBS AM
Illinois
$105M -$1.58M -20,396 -2%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$102M +$18.4M +237,040 +24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$92.9M -$3.59M -46,242 -4%
Principal Financial Group
17
Principal Financial Group
Iowa
$90.2M +$2.24M +28,781 +3%
CCM
18
Copeland Capital Management
Pennsylvania
$79.6M +$7.85M +101,123 +12%
CCM
19
Channing Capital Management
Illinois
$77.5M +$71.8M +924,711 New
VBA
20
Van Berkom & Associates
Quebec, Canada
$77.2M -$86K -1,107 -0.1%
Federated Hermes
21
Federated Hermes
Pennsylvania
$70.2M -$138K -1,778 -0.2%
LCM
22
Lakewood Capital Management
New York
$61.7M +$233K +3,000 +0.4%
Charles Schwab
23
Charles Schwab
California
$58.8M +$137K +1,765 +0.3%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$57.3M +$17.8M +228,662 +50%
Morgan Stanley
25
Morgan Stanley
New York
$57M -$2.1M -27,018 -4%

BC Hedge Fund Activity: Q3 2024 in Review

381 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brunswick (BC) for Q3 2024, worth a combined $5.63B — up 15% from $4.91B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of BC and 44 opened new positions — a net loss of 9 holders — while 147 trimmed existing stakes and 142 added.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $71.8M. The largest seller was Fidelity Investments, cutting an estimated $124M.

  • 381 institutional investors held Brunswick (BC) as of Q3 2024, down from 392 in Q2 2024.
  • Funds reported $5.63B of Brunswick stock for Q3 2024, up 15% quarter-over-quarter.
  • 44 funds opened new Brunswick positions in Q3 2024 and 53 closed out, a net change of -9 holders.
  • The largest Brunswick buyer in Q3 2024 was Channing Capital Management, an estimated $71.8M added.
  • The largest Brunswick seller in Q3 2024 was Fidelity Investments, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2024.