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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
QC
326
Quadrature Capital
United Kingdom
$762K +$320K +4,965 +85%
IMRF
327
Illinois Municipal Retirement Fund
Illinois
$744K – – –
O
328
Ossiam
France
$744K +$16.8K +261 +3%
RCA
329
Resonant Capital Advisors
Wisconsin
$743K +$23.5K +364 +4%
NMIMC
330
Northwestern Mutual Investment Management Company
Wisconsin
$741K -$4.58K -71 -0.7%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$729K +$463K +7,175 +225%
SLAM
332
Swiss Life Asset Management
$703K – – –
TI
333
Tidal Investments
Wisconsin
$695K +$313K +4,858 +97%
OAM
334
Occidental Asset Management
California
$671K +$275K +4,269 +81%
S
335
Seeyond
France
$670K – – –
IG
336
ING Group
Netherlands
$667K -$653K -10,127 -52%
AAM
337
Advisors Asset Management
Colorado
$664K -$195K -3,028 -24%
Jane Street
338
Jane Street
New York
$642K -$108K -1,678 -16%
PIM
339
Penobscot Investment Management
Massachusetts
$637K +$51.6K +800 +10%
Macquarie Group
340
Macquarie Group
Australia
$633K -$572K -8,872 -50%
PA
341
Procyon Advisors
Connecticut
$633K +$231K +3,577 +66%
FT
342
Fiduciary Trust
Massachusetts
$626K – – –
EAM
343
Erste Asset Management
Austria
$621K – – –
TA
344
Teton Advisors
New York
$618K – – –
Verition Fund Management
345
Verition Fund Management
Connecticut
$607K +$557K +8,630 New
HBT
346
Heartland Bank & Trust
Illinois
$595K +$546K +8,464 New
IIC
347
Integrated Investment Consultants
Michigan
$584K +$89.6K +1,389 +20%
HAS
348
Holland Advisory Services
Florida
$574K +$527K +8,164 New
Two Sigma Investments
349
Two Sigma Investments
New York
$558K +$513K +7,946 New
EMG
350
ETF Managers Group
New Jersey
$535K +$495K +7,670 New
12 13
14
15 16

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.