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Brown & Brown

258 hedge funds and large institutions have $3.86B invested in Brown & Brown in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 84

8% more funds holding

Funds holding: 238258 (+20)

0% more capital invested

Capital invested by funds: $3.86B → $3.86B (+$974K)

0.18% less ownership

Funds ownership: 147.12%146.94% (-0.18%)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
6.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
104
Reduced
84
Closed
13
Calls
$641K
Puts
Net Calls
+$641K
Net Calls Change
+$635K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$2K
ACH
252
ArrowMark Colorado Holdings
Colorado
$2K +$1.48K +80 New
VOYA Investment Management
253
VOYA Investment Management
Georgia
$1.53K +$58.2K +3,144 +4%
CG
254
Cutler Group
California
$1K -$10.9K -590 -87%
QI
255
QS Investors
New York
$1K
ZB
256
Zions Bancorporation
Utah
$1K
SWA
257
Sutton Wealth Advisors
Florida
$415
Lazard Asset Management
258
Lazard Asset Management
New York
-$8.39M -447,718 Closed
LG
259
Leuthold Group
Minnesota
-$5.7M -304,246 Closed
BIM
260
Bogle Investment Management
Massachusetts
-$1.13M -60,400 Closed
ZIG
261
Zurich Insurance Group
Switzerland
-$1.09M -58,322 Closed
IA
262
Icon Advisers
Colorado
-$289K -15,400 Closed
PAM
263
Princeton Alpha Management
New Jersey
-$253K -13,500 Closed
NIT
264
NumerixS Investment Technologies
British Columbia, Canada
-$120K -6,400 Closed
CCA
265
Checchi Capital Advisers
California
-$77K -4,136 Closed
Nomura Asset Management
266
Nomura Asset Management
Japan
-$75K -3,980 Closed
AIM
267
Arcadia Investment Management
Michigan
-$61K -3,250 Closed
BJ
268
BlackRock Japan
Japan
-$30K -1,578 Closed
TF
269
Tompkins Financial
New York
-$15K -810 Closed
FHA
270
First Horizon Advisors
Tennessee
-$5K -280 Closed
BCI
271
Brinker Capital Investments
Pennsylvania
+$37 +2 New

BRO Hedge Fund Activity: Q3 2016 in Review

258 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q3 2016, worth a combined $3.86B — up 0.03% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRO positions and 13 closed out — a net gain of 22 holders — while 104 added to existing stakes and 84 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $33.5M. The largest seller was Principal Financial Group, cutting an estimated $42.5M.

  • 258 institutional investors held Brown & Brown (BRO) as of Q3 2016, up from 238 in Q2 2016.
  • Funds reported $3.86B of Brown & Brown stock for Q3 2016, up 0.03% quarter-over-quarter.
  • 35 funds opened new Brown & Brown positions in Q3 2016 and 13 closed out, a net change of +22 holders.
  • The largest Brown & Brown buyer in Q3 2016 was Select Equity Group, an estimated $33.5M added.
  • The largest Brown & Brown seller in Q3 2016 was Principal Financial Group, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2016.