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Brown & Brown
BRO

375 hedge funds and large institutions have $8.05B invested in Brown & Brown in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

15% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $7.19B → $8.05B (+$852M)

1.51% more ownership

Funds ownership: 71.01% → 72.52% (+1.5%)

0% more funds holding

Funds holding: 375 → 375 (0)

Holders
375
Holders Change
–
Holders Change %
0%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
69
Increased
133
Reduced
116
Closed
54
Calls
$521K
Puts
–
Net Calls
+$521K
Net Calls Change
+$127K

Top Buyers

1
BlackRock
BlackRock
New York
+$192M
2
State Street
State Street
Massachusetts
+$68.2M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$50.3M
4
Select Equity Group
Select Equity Group
New York
+$38.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$31.5M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$61.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$53.1M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$42.6M
4
SI
Scout Investments
Missouri
-$37M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
351
Cordasco Financial Network
Florida
$9K – – –
PW
352
Price Wealth
Texas
$9K – – –
PCG
353
Private Capital Group
Connecticut
$9K – – –
FMTCOCP
354
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
BCA
355
Berman Capital Advisors
Georgia
$8K +$38 +1 +0.5%
TRCT
356
Tower Research Capital (TRC)
New York
$7K -$53K -1,411 -88%
IWA
357
Intercontinental Wealth Advisors
Texas
$7K -$3.72K -99 -40%
SA
358
SRH Advisors
Kansas
$5K – – –
SF
359
Synovus Financial
Georgia
$4K – – –
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
LC
361
Lindbrook Capital
California
$4K +$2.33K +62 +182%
SWA
362
Sutton Wealth Advisors
Florida
$3.67K – – –
PA
363
Parallel Advisors
California
$3K – – –
ZB
364
Zions Bancorporation
Utah
$3K – – –
GWS
365
Glassman Wealth Services
Virginia
$3K +$225 +6 +10%
SBL
366
Sargent Bickham Lagudis
Colorado
$3K +$2.52K +67 New
NFG
367
Next Financial Group
Texas
$2K -$154K -4,097 -99%
CAW
368
Cornerstone Advisors (Washington)
Washington
$2K – – –
BAM
369
Bellevue Asset Management
Washington
$2K +$1.84K +49 New
PMFA
370
Plante Moran Financial Advisors
Michigan
$1K -$75.1K -2,000 -99%
EARNEST Partners
371
EARNEST Partners
Georgia
$1K – – –
VCM
372
Versant Capital Management
Arizona
$1K – – –
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$1K +$1.09K +29 New
WCM
374
Wealthcare Capital Management
Virginia
$1K +$1.16K +31 New
VNIM
375
Vaughan Nelson Investment Management
Texas
– -$61.7M -1,711,865 Closed
13 14
15
16 17

BRO Hedge Fund Activity: Q4 2019 in Review

375 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2019, worth a combined $8.05B — up 12% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BRO positions and 54 closed out — a net gain of 15 holders — while 133 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $61.7M sold.

  • 375 institutional investors held Brown & Brown (BRO) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $8.05B of Brown & Brown stock for Q4 2019, up 12% quarter-over-quarter.
  • 69 funds opened new Brown & Brown positions in Q4 2019 and 54 closed out, a net change of +15 holders.
  • The largest Brown & Brown buyer in Q4 2019 was BlackRock, an estimated $192M added.
  • The largest Brown & Brown seller in Q4 2019 was Vaughan Nelson Investment Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q4 2019.