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Brown & Brown
BRO

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515 → 552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8% → 73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$51.1M
2
SI
Scout Investments
Missouri
+$34.3M
3
Fidelity International
Fidelity International
Bermuda
+$30.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$29.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$407M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.3M
3
ACM
Atlanta Capital Management
Georgia
-$52.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$1.48M +$227K +3,525 +20%
KBC Group
277
KBC Group
Belgium
$1.45M -$21.6M -334,135 -94%
AIM
278
Aigen Investment Management
New York
$1.44M -$696K -10,796 -33%
SDIC
279
South Dakota Investment Council
South Dakota
$1.42M – – –
SA
280
SRN Advisors
Pennsylvania
$1.41M +$160K +2,478 +14%
SAM
281
Securian Asset Management
Minnesota
$1.39M -$28.5K -442 -2%
Allianz Asset Management
282
Allianz Asset Management
Germany
$1.39M +$623K +9,653 +95%
AG
283
Algert Global
California
$1.39M +$1.28M +19,773 New
BA
284
Bellwether Advisors
Nebraska
$1.39M +$1.27M +19,666 +35,756%
WBC
285
Westpac Banking Corp
Australia
$1.37M – – –
RJT
286
Raymond James Trust
Florida
$1.31M -$58.6K -908 -5%
JMPWA
287
JP Morgan Private Wealth Advisors
California
$1.29M +$123K +1,906 +12%
FHB
288
First Hawaiian Bank
Hawaii
$1.29M +$120K +1,855 +11%
LA
289
Lindenwold Advisors
Pennsylvania
$1.27M +$1.17M +18,117 New
EMPI
290
Elo Mutual Pension Insurance
Finland
$1.27M +$61.2K +949 +6%
MSRPS
291
Maryland State Retirement & Pension System
Maryland
$1.26M – – –
CI
292
CX Institutional
Indiana
$1.26M +$839 +13 +0.1%
JF
293
Jump Financial
Illinois
$1.24M +$858K +13,300 +302%
NA
294
NewEdge Advisors
Louisiana
$1.23M +$673K +10,434 +146%
V
295
Veritable
Delaware
$1.23M -$146K -2,268 -11%
TRSOTSOK
296
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M -$881K -13,663 -44%
CL
297
CIM LLC
New York
$1.21M -$201K -3,110 -14%
BCM
298
Bayesian Capital Management
New York
$1.17M +$813K +12,600 +307%
CP
299
Cumberland Partners
Ontario, Canada
$1.16M -$64.5K -1,000 -6%
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$1.15M +$429K +6,644 +68%
10 11
12
13 14

BRO Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2021, worth a combined $14.3B — up 26% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRO positions and 53 closed out — a net gain of 42 holders — while 188 added to existing stakes and 178 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Wells Fargo, cutting an estimated $407M.

  • 552 institutional investors held Brown & Brown (BRO) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $14.3B of Brown & Brown stock for Q4 2021, up 26% quarter-over-quarter.
  • 95 funds opened new Brown & Brown positions in Q4 2021 and 53 closed out, a net change of +42 holders.
  • The largest Brown & Brown buyer in Q4 2021 was Invesco, an estimated $51.1M added.
  • The largest Brown & Brown seller in Q4 2021 was Wells Fargo, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2021.