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Brown & Brown

268 hedge funds and large institutions have $4.38B invested in Brown & Brown in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

3% more funds holding

Funds holding: 261268 (+7)

4% more capital invested

Capital invested by funds: $4.23B → $4.38B (+$152M)

0.46% more ownership

Funds ownership: 144.49%144.94% (+0.46%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
109
Reduced
91
Closed
20
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
SevenBridge Financial Group
Pennsylvania
$198K
RP
227
Rowlandmiller & Partners
Georgia
$193K +$7.5K +350 +4%
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$186K +$17.4K +810 +10%
MFW
229
Mosaic Family Wealth
Missouri
$181K +$10.1K +470 +6%
KBC Group
230
KBC Group
Belgium
$168K -$1.7M -79,438 -91%
IIC
231
Integrated Investment Consultants
Michigan
$135K
IA
232
IFP Advisors
Florida
$122K +$10.8K +502 +10%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$118K -$1.72K -80 -1%
QT
234
Quantbot Technologies
New York
$96K -$970K -45,260 -91%
AIM
235
Anchor Investment Management
South Carolina
$87K
NA
236
NewEdge Advisors
Louisiana
$86.3K +$86.3K +4,028 New
ST
237
Smithfield Trust
Pennsylvania
$77K
OAM
238
Oppenheimer Asset Management
New York
$76K +$9.47K +442 +14%
Fuller & Thaler Asset Management
239
Fuller & Thaler Asset Management
California
$56K
EMG
240
ETF Managers Group
New Jersey
$50K +$49.8K +2,324 New
RCG
241
Ruggie Capital Group
Florida
$47K +$171 +8 +0.4%
AIM
242
Arcadia Investment Management
Michigan
$41K
Creative Planning
243
Creative Planning
Kansas
$40K +$3.3K +154 +9%
WA
244
WFG Advisors
Texas
$35K +$15.3K +716 +77%
MDCM
245
Morgan Dempsey Capital Management
Wisconsin
$34K +$33.7K +1,570 New
AIM
246
Acrospire Investment Management
Illinois
$34K +$34.3K +1,600 New
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$27K -$6.82K -318 -20%
MWM
248
MinichMacGregor Wealth Management
New York
$25K
OIA
249
OneDigital Investment Advisors
Kansas
$24K +$23K +1,072 New
GAM
250
Gemmer Asset Management
California
$20K

BRO Hedge Fund Activity: Q2 2017 in Review

268 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2017, worth a combined $4.38B — up 3.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BRO positions and 20 closed out — a net gain of 8 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was Select Equity Group, adding an estimated $94.2M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.

  • 268 institutional investors held Brown & Brown (BRO) as of Q2 2017, up from 261 in Q1 2017.
  • Funds reported $4.38B of Brown & Brown stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 28 funds opened new Brown & Brown positions in Q2 2017 and 20 closed out, a net change of +8 holders.
  • The largest Brown & Brown buyer in Q2 2017 was Select Equity Group, an estimated $94.2M added.
  • The largest Brown & Brown seller in Q2 2017 was Citadel Advisors, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2017.