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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
GWM
301
Geneos Wealth Management
Colorado
$3K
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$3K
SWA
303
Sutton Wealth Advisors
Florida
$2.15K +$1.11K +39 +115%
VCM
304
Versant Capital Management
Arizona
$2K -$343 -12 -12%
AIA
305
Alera Investment Advisors
Illinois
$2K
CAW
306
Cornerstone Advisors (Washington)
Washington
$2K
CCM
307
Cribstone Capital Management
Maine
$2K
GWS
308
Glassman Wealth Services
Virginia
$2K
SWM
309
SeaCrest Wealth Management
New York
$2K
KPW
310
Kore Private Wealth
New York
$2K +$1.71K +60 New
BCA
311
Berman Capital Advisors
Georgia
$2K +$2.14K +75 New
ZB
312
Zions Bancorporation
Utah
$2K +$2.17K +76 New
MA
313
MUFG Americas
New York
$2K +$2.4K +84 New
RWML
314
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.06K
EARNEST Partners
315
EARNEST Partners
Georgia
$1K
LC
316
Lindbrook Capital
California
$1K
CFB
317
Cullen/Frost Bankers
Texas
$1K +$571 +20 New
GT
318
Glenmede Trust
Pennsylvania
$16 -$1.33M -46,435 -99%
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
-$6.45M -234,000 Closed
AIM
320
Assured Investment Management
New York
-$5.06M -183,593 Closed
Squarepoint
321
Squarepoint
New York
-$2.96M -107,575 Closed
RBA
322
Richard Bernstein Advisors
New York
-$2.17M -78,854 Closed
QSS
323
Quantitative Systematic Strategies
Florida
-$2.06M -74,812 Closed
Lord, Abbett & Co
324
Lord, Abbett & Co
New Jersey
-$1.94M -70,400 Closed
SEC
325
Seven Eight Capital
New York
-$1.86M -67,393 Closed

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.