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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
SWM
476
Spire Wealth Management
Virginia
$57K -$50.7K -786 -49%
TWP
477
TFO Wealth Partners
Ohio
$57K +$54.7K +848 New
T
478
TOBAM
France
$56K – – –
TFP
479
Tilia Fiduciary Partners
North Carolina
$56K +$51.3K +796 New
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$48K +$1.61K +25 +4%
CT
481
Caldwell Trust
Florida
$47.5K – – –
AF
482
Advisornet Financial
Minnesota
$42K +$1.29K +20 +3%
CA
483
CoreCap Advisors
Michigan
$42K +$38.4K +595 New
WOC
484
West Oak Capital
California
$39K +$35.5K +550 New
FAG
485
Fortitude Advisory Group
Washington
$38K +$34.7K +538 New
OAJ
486
Ogorek Anthony Joseph
New York
$35K – – –
CFA
487
Carroll Financial Associates
North Carolina
$33K +$194 +3 +0.6%
SOW
488
State of Wyoming
Wyoming
$32K +$1.61K +25 +6%
FPS
489
Fieldpoint Private Securities
Connecticut
$30K – – –
WTA
490
Washington Trust Advisors
Massachusetts
$30K +$27.5K +427 New
CWP
491
Concord Wealth Partners
Virginia
$28K +$23.9K +370 +1,088%
ACM
492
Aquatic Capital Management
Illinois
$28K +$25.8K +400 New
PCG
493
Private Capital Group
Connecticut
$27K +$9.74K +151 +66%
FAM
494
Fred Alger Management
New York
$27K +$24.8K +385 New
FFC
495
First Financial Corp
Indiana
$26K – – –
TFM
496
TFC Financial Management
Massachusetts
$26K – – –
JWM
497
Janiczek Wealth Management
Colorado
$21K +$1.03K +16 +6%
DSC
498
Duncker Streett & Co
Missouri
$20K – – –
QCG
499
Quadrant Capital Group
Ohio
$20K +$387 +6 +2%
CTB
500
Country Trust Bank
Illinois
$19K – – –
18 19
20
21 22

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.