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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
FF
351
FourThought Financial
Florida
$525K -$33K -512 -6%
GT
352
Glenview Trust
Kentucky
$524K – – –
PHK
353
Point72 Hong Kong
Hong Kong
$520K +$477K +7,395 New
PP
354
Palladium Partners
Virginia
$517K – – –
NB
355
Norinchukin Bank
Japan
$511K -$6.45K -100 -1%
TCM
356
Tributary Capital Management
Nebraska
$506K +$464K +7,200 New
CFA
357
CWS Financial Advisors
Michigan
$499K +$458K +7,100 New
HIS
358
Harvest Investment Services
Illinois
$495K -$670K -10,381 -60%
1832 Asset Management
359
1832 Asset Management
Ontario, Canada
$484K -$383K -5,943 -46%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$483K +$222K +3,445 +101%
BCM
361
Brookstone Capital Management
Illinois
$468K – – –
CWM
362
Chemistry Wealth Management
New York
$454K +$417K +6,465 New
NLP
363
Next Level Private
New York
$454K +$417K +6,465 New
HI
364
Horizon Investments
North Carolina
$454K +$418K +6,473 New
SEC
365
Seven Eight Capital
New York
$449K -$871K -13,505 -68%
ST
366
Somerset Trust
Pennsylvania
$446K +$7.29K +113 +2%
AP
367
Advisor Partners
California
$446K +$29.5K +458 +8%
CDIA
368
Capital Directions Investment Advisors
Georgia
$443K – – –
JF
369
JSF Financial
California
$443K +$38.1K +591 +10%
Walleye Capital
370
Walleye Capital
New York
$442K +$406K +6,294 New
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$441K +$9.61K +149 +2%
XWM
372
Xcel Wealth Management
Florida
$438K +$12.9K +200 +3%
SEI Investments
373
SEI Investments
Pennsylvania
$431K +$395K +6,131 New
II
374
Inspire Investing
Idaho
$420K -$3.55K -55 -0.9%
IFG
375
Independent Financial Group
California
$418K +$384K +5,949 New
13 14
15
16 17

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.