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Brown & Brown
BRO

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: 261 → 268 (+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: 7 → 6 (-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

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$94.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$21.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
4
Wells Fargo
Wells Fargo
California
+$16.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$58.8M
2
FPP
Findlay Park Partners
United Kingdom
-$38.6M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$13.3M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
276
GSA Capital Partners
United Kingdom
– -$662K -31,740 Closed
CB
277
Commerce Bank
Missouri
– -$651K -31,180 Closed
HW
278
Hancock Whitney
Mississippi
– -$604K -28,938 Closed
DTL
279
Dynamic Technology Lab
Singapore
– -$561K -26,900 Closed
SEC
280
Seven Eight Capital
New York
– -$555K -26,600 Closed
PP
281
Patten & Patten
Tennessee
– -$459K -22,000 Closed
MC
282
Menta Capital
California
– -$371K -17,800 Closed
RQS
283
Ramsey Quantitative Systems
Kentucky
– -$472K -14,914 Closed
CIC
284
Chilton Investment Company
Connecticut
– -$261K -12,504 Closed
EA
285
Edge Advisors
Georgia
– -$20K -1,000 Closed
HNB
286
Huntington National Bank
Ohio
– -$12K -572 Closed
PA
287
Parallel Advisors
California
– +$472 +22 New
8 9 10 11
12

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.