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Brown & Brown
BRO

375 hedge funds and large institutions have $8.05B invested in Brown & Brown in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

15% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $7.19B → $8.05B (+$852M)

1.51% more ownership

Funds ownership: 71.01% → 72.52% (+1.5%)

0% more funds holding

Funds holding: 375 → 375 (0)

Holders
375
Holders Change
–
Holders Change %
0%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
69
Increased
133
Reduced
116
Closed
54
Calls
$521K
Puts
–
Net Calls
+$521K
Net Calls Change
+$127K

Top Buyers

1
BlackRock
BlackRock
New York
+$192M
2
State Street
State Street
Massachusetts
+$68.2M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$50.3M
4
Select Equity Group
Select Equity Group
New York
+$38.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$31.5M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$61.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$53.1M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$42.6M
4
SI
Scout Investments
Missouri
-$37M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$524K -$943K -25,119 -65%
EOJOAM
252
E. Ohman J:or Asset Management
Sweden
$524K +$498K +13,261 New
S
253
Seeyond
France
$508K +$483K +12,862 New
GAM
254
Gotham Asset Management
New York
$501K -$23.2K -619 -5%
M&T Bank
255
M&T Bank
New York
$499K -$13.1K -350 -3%
VIA
256
Vident Investment Advisory
Georgia
$497K +$473K +12,586 New
JG
257
Jefferies Group
New York
$494K -$7.28M -193,762 -94%
LPL Financial
258
LPL Financial
California
$492K +$132K +3,525 +39%
MPM
259
Meritage Portfolio Management
Kansas
$469K +$751 +20 +0.2%
TI
260
Trexquant Investment
Connecticut
$441K -$191K -5,077 -31%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$441K +$109K +2,914 +35%
MAM
262
Meeder Asset Management
Ohio
$429K +$338 +9 +0.1%
CC
263
Centiva Capital
New York
$429K +$408K +10,856 New
VWM
264
Venturi Wealth Management
Texas
$413K -$28.5K -760 -7%
AI
265
Atria Investments
North Carolina
$398K -$241K -6,406 -39%
WAM
266
World Asset Management
Michigan
$390K -$45.5K -1,211 -11%
QT
267
Quantamental Technologies
New York
$379K +$57.1K +1,521 +19%
PRC
268
Pearl River Capital
Michigan
$379K +$296K +7,876 +457%
Nordea Investment Management
269
Nordea Investment Management
Sweden
$377K +$358K +9,539 New
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$375K +$357K +9,493 New
Credit Agricole
271
Credit Agricole
France
$374K -$1.96M -52,112 -85%
HAM
272
Highstreet Asset Management
Ontario, Canada
$370K +$352K +9,372 New
EGM
273
Engineers Gate Manager
New York
$369K -$169K -4,493 -32%
FT
274
Fiduciary Trust
Massachusetts
$352K +$334K +8,904 New
BAM
275
Blueshift Asset Management
New Jersey
$324K -$71.5K -1,904 -19%
9 10
11
12 13

BRO Hedge Fund Activity: Q4 2019 in Review

375 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2019, worth a combined $8.05B — up 12% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BRO positions and 54 closed out — a net gain of 15 holders — while 133 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $61.7M sold.

  • 375 institutional investors held Brown & Brown (BRO) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $8.05B of Brown & Brown stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Brown & Brown positions in Q4 2019 and 54 closed out, a net change of +15 holders.
  • The largest Brown & Brown buyer in Q4 2019 was BlackRock, an estimated $192M added.
  • The largest Brown & Brown seller in Q4 2019 was Vaughan Nelson Investment Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q4 2019.