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Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$118K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$115K +$61.9K +2,168 New
BAM
253
Bruderman Asset Management
New York
$113K +$10.1K +353 +10%
MFW
254
Mosaic Family Wealth
Missouri
$112K
OAM
255
Oppenheimer Asset Management
New York
$105K -$171 -6 -0.2%
ST
256
Smithfield Trust
Pennsylvania
$105K
AIM
257
Anchor Investment Management
South Carolina
$103K +$2.86K +100 +3%
IUHSA
258
Itau Unibanco Holding S.A.
Brazil
$95K
CIAS
259
Capital Investment Advisory Services
North Carolina
$86K -$3.88K -136 -4%
Macquarie Group
260
Macquarie Group
Australia
$86K +$69.4K +2,430 +486%
MDCM
261
Morgan Dempsey Capital Management
Wisconsin
$85K
GAM
262
GQ Asset Management
New York
$81K +$78.8K +2,759 New
RCG
263
Ruggie Capital Group
Florida
$65K +$171 +6 +0.3%
RFC
264
Regions Financial Corp
Alabama
$59K
QT
265
Quantamental Technologies
New York
$56K +$11K +384 +25%
QCG
266
Quadrant Capital Group
Ohio
$54K +$50.7K +1,775 +1,409%
TNBTD
267
Trustmark National Bank Trust Department
Mississippi
$50K
CWA
268
Clarus Wealth Advisors
Arizona
$49K +$114 +4 +0.2%
AS
269
Altshuler Shaham
Israel
$44K +$13.7K +480 +48%
PCM
270
Penserra Capital Management
California
$40K +$36.7K +1,284 New
AF
271
Advisornet Financial
Minnesota
$38K
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$33K -$10.3K -359 -24%
SIAS
273
Shine Investment Advisory Services
Colorado
$33K
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$33K +$32.1K +1,123 New
GEA
275
Glen Eagle Advisors
New Jersey
$29.5K

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.