We are live on ! Find out more
BRO icon

Brown & Brown

320 hedge funds and large institutions have $5.02B invested in Brown & Brown in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 103 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $1.01M

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

10% more funds holding

Funds holding: 291320 (+29)

0.01% less ownership

Funds ownership: 142.97%142.95% (-0.01%)

2% less capital invested

Capital invested by funds: $5.13B → $5.02B (-$105M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 124

Holders
320
Holders Change
+29
Holders Change %
+9.97%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
50
Increased
103
Reduced
124
Closed
18
Calls
$5.33M
Puts
$1.01M
Net Calls
+$4.31M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$42.9M +$25.9M +993,140 +143%
Norges Bank
27
Norges Bank
Norway
$41.5M +$1.9M +72,626 +5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$41.1M +$5.32M +203,486 +14%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$30.1M +$23.3M +892,840 +308%
RJA
30
Raymond James & Associates
Florida
$29.4M -$118K -4,513 -0.4%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$28.3M -$340K -13,000 -1%
Legal & General Group
32
Legal & General Group
United Kingdom
$27.9M +$1.05M +40,025 +4%
Charles Schwab
33
Charles Schwab
California
$27.7M +$1.34M +51,138 +5%
MWNA
34
Marshall Wace North America
New York
$26.7M +$27.4M +1,049,836 New
Northern Trust
35
Northern Trust
Illinois
$25.8M -$19.7M -754,045 -43%
Millennium Management
36
Millennium Management
New York
$25.4M -$28.7M -1,099,338 -52%
CIM
37
Confluence Investment Management
Missouri
$25M -$310K -11,847 -1%
PP
38
Prospector Partners
Connecticut
$24.2M -$329K -12,600 -1%
VBA
39
Van Berkom & Associates
Quebec, Canada
$19.9M -$11.1M -426,502 -35%
CC
40
Carlson Capital
Texas
$19.4M +$19.9M +762,500 New
MAM
41
Martingale Asset Management
Massachusetts
$19.3M +$1.09M +41,662 +6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$18.4M +$409K +15,637 +2%
APG Asset Management
43
APG Asset Management
Netherlands
$17.6M +$17.8M +682,200 +403%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$16.6M -$425K -16,252 -2%
Ameriprise
45
Ameriprise
Minnesota
$15.9M -$387K -14,806 -2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$15.7M +$5.59M +213,996 +53%
Allianz Asset Management
47
Allianz Asset Management
Germany
$14.3M +$2.35M +89,952 +19%
TCIM
48
TIAA CREF Investment Management
New York
$13.8M +$2.55M +97,666 +22%
WG
49
Winton Group
United Kingdom
$13.8M +$7.16M +273,946 +102%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$13.7M -$729K -27,906 -5%

BRO Hedge Fund Activity: Q1 2018 in Review

320 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2018, worth a combined $5.02B — down 2% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRO positions and 18 closed out — a net gain of 32 holders — while 103 added to existing stakes and 124 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $49.2M. The largest seller was Citadel Advisors, cutting an estimated $71.5M.

  • 320 institutional investors held Brown & Brown (BRO) as of Q1 2018, up from 291 in Q4 2017.
  • Funds reported $5.02B of Brown & Brown stock for Q1 2018, down 2% quarter-over-quarter.
  • 50 funds opened new Brown & Brown positions in Q1 2018 and 18 closed out, a net change of +32 holders.
  • The largest Brown & Brown buyer in Q1 2018 was Renaissance Technologies, an estimated $49.2M added.
  • The largest Brown & Brown seller in Q1 2018 was Citadel Advisors, an estimated $71.5M sold.

Based on aggregated 13F filings for Q1 2018.