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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
GAM
276
Gemmer Asset Management
California
$28K +$29 +1 +0.1%
S
277
SignatureFD
Georgia
$26K +$17K +595 +214%
SMG
278
Spectrum Management Group
Indiana
$24K
RCAG
279
Rehmann Capital Advisory Group
Michigan
$21.3K
FPFS
280
First Personal Financial Services
North Carolina
$20K
OIA
281
OneDigital Investment Advisors
Kansas
$19K -$6.17K -216 -25%
CAM
282
Cresset Asset Management
Illinois
$17K +$13.4K +468 +422%
SCM
283
Shelton Capital Management
Colorado
$16.4K -$453K -15,877 -97%
FNB
284
Farmers National Bank
Kentucky
$16K +$15.6K +545 New
OAJ
285
Ogorek Anthony Joseph
New York
$14K
IA
286
IFP Advisors
Florida
$12K -$52.8K -1,849 -82%
TL
287
TrueWealth LLC
Georgia
$12K
TWA
288
TCI Wealth Advisors
Arizona
$12K +$685 +24 +6%
CFGS
289
Concourse Financial Group Securities
Alabama
$10K
PA
290
Parallel Advisors
California
$10K +$1.94K +68 +26%
PFO
291
Pathstone Family Office
New Jersey
$10K +$9.99K +350 New
DWM
292
Destination Wealth Management
California
$10K +$10.1K +354 New
PCP
293
Proficio Capital Partners
Massachusetts
$9K
LFA
294
Legacy Financial Advisors
Kentucky
$9K +$1.08K +38 +14%
DAM
295
Delta Asset Management
Tennessee
$7K
PCG
296
Private Capital Group
Connecticut
$7K
CFA
297
Carroll Financial Associates
North Carolina
$6K
VFA
298
Valeo Financial Advisors
Indiana
$6K
SA
299
SRH Advisors
Kansas
$4K
SF
300
Synovus Financial
Georgia
$3K -$3.37K -118 -52%

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.