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Brady Corp
BRC

228 hedge funds and large institutions have $1.97B invested in Brady Corp in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $719K | Put options by funds: $164K

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

11% more capital invested

Capital invested by funds: $1.78B → $1.97B (+$187M)

3% more funds holding

Funds holding: 221 → 228 (+7)

2.03% less ownership

Funds ownership: 81.57% → 79.54% (-2%)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
228
Holders Change
+7
Holders Change %
+3.17%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
75
Reduced
95
Closed
26
Calls
$719K
Puts
$164K
Net Calls
+$555K
Net Calls Change
-$148K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$61.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$10.4M
3
VBA
Van Berkom & Associates
Quebec, Canada
+$10.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M
5
Millennium Management
Millennium Management
New York
+$8.63M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$109M
2
JP Morgan Chase
JP Morgan Chase
New York
-$53M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.7M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$10.8M
5
BlackRock
BlackRock
New York
-$9.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
226
Lindbrook Capital
California
$659 – – –
BAAM
227
Baker Avenue Asset Management
California
$494 – – –
IECM
228
Intrinsic Edge Capital Management
Illinois
– -$10.8M -227,110 Closed
E
229
Ergoteles
New York
– -$7.32M -153,899 Closed
MFS
230
Mirabella Financial Services
United Kingdom
– -$2.04M -42,806 Closed
MAM
231
Martingale Asset Management
Massachusetts
– -$1.78M -37,467 Closed
Lido Advisors
232
Lido Advisors
California
– -$1.38M -28,991 Closed
Aviva
233
Aviva
United Kingdom
– -$1.37M -28,862 Closed
LCM
234
Laurion Capital Management
New York
– -$1.08M -22,666 Closed
SI
235
Symmetry Investments
Jersey
– -$1.03M -21,669 Closed
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
– -$792K -16,451 Closed
NICM
237
Neo Ivy Capital Management
New York
– -$632K -13,296 Closed
TD Asset Management
238
TD Asset Management
Ontario, Canada
– -$557K -11,700 Closed
FC
239
FORA Capital
Florida
– -$553K -11,625 Closed
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
– -$406K -8,541 Closed
DA
241
Duality Advisers
Florida
– -$374K -7,856 Closed
HI
242
HBK Investments
Texas
– -$307K -6,459 Closed
BC
243
Bridgefront Capital
Texas
– -$232K -4,887 Closed
I
244
InceptionR
California
– -$215K -4,530 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– -$210K -4,407 Closed
CANY
246
Caxton Associates (New York)
New York
– -$201K -4,216 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$190K -4,000 Closed
GT
248
Glenmede Trust
Pennsylvania
– -$211K -3,924 Closed
New York State Common Retirement Fund
249
New York State Common Retirement Fund
New York
– -$17.2K -362 Closed
Royal Bank of Canada
250
Royal Bank of Canada
Ontario, Canada
– -$2K -52 Closed
7 8 9
10
11

BRC Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Brady Corp (BRC) for Q3 2023, worth a combined $1.97B — up 11% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BRC positions and 26 closed out — a net gain of 8 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $61.9M. The largest seller was State Street, cutting an estimated $109M.

  • 228 institutional investors held Brady Corp (BRC) as of Q3 2023, up from 221 in Q2 2023.
  • Funds reported $1.97B of Brady Corp stock for Q3 2023, up 11% quarter-over-quarter.
  • 34 funds opened new Brady Corp positions in Q3 2023 and 26 closed out, a net change of +8 holders.
  • The largest Brady Corp buyer in Q3 2023 was First Trust Advisors, an estimated $61.9M added.
  • The largest Brady Corp seller in Q3 2023 was State Street, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2023.