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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
TC
576
TwinBeech Capital
New York
– -$395K -7,122 Closed
FCBT
577
First Citizens Bank & Trust
North Carolina
– -$342K -6,165 Closed
CC
578
Centiva Capital
New York
– -$325K -5,869 Closed
DS
579
DRW Securities
Illinois
– -$313K -5,652 Closed
PG
580
Pendal Group
Australia
– -$303K -5,456 Closed
QIM
581
Quantitative Investment Management
Virginia
– -$290K -5,232 Closed
SAM
582
Strategy Asset Managers
California
– -$289K -5,219 Closed
CM
583
Capula Management
Cayman Islands
– -$284K -5,127 Closed
B
584
Barings
North Carolina
– -$265K -4,778 Closed
MC
585
Machina Capital
France
– -$258K -4,645 Closed
TI
586
Trexquant Investment
Connecticut
– -$249K -4,486 Closed
GCP
587
GSA Capital Partners
United Kingdom
– -$233K -4,204 Closed
Marshall Wace
588
Marshall Wace
United Kingdom
– -$231K -4,161 Closed
Simplex Trading
589
Simplex Trading
Illinois
– -$225K -3,487 Closed
IFAM
590
Institutional & Family Asset Management
Colorado
– -$182K -3,285 Closed
NIM
591
NuWave Investment Management
New Jersey
– -$117K -2,110 Closed
NICM
592
Neo Ivy Capital Management
New York
– -$84K -2,053 Closed
MAM
593
Meeder Asset Management
Ohio
– -$36K -641 Closed
NSB
594
Norway Savings Bank
Maine
– -$28K -500 Closed
GKWIM
595
Gerber Kawasaki Wealth & Investment Management
California
– -$21K -379 Closed
CPC
596
Consolidated Planning Corp
Georgia
– -$18K -316 Closed
HI
597
Harbour Investments
Wisconsin
– -$11K -202 Closed
RTL
598
Red Tortoise LLC
Georgia
– -$9K -147 Closed
DOA
599
D'Orazio & Associates
Virginia
– -$5K -87 Closed
Capstone Investment Advisors
600
Capstone Investment Advisors
New York
– -$3.68K -57 Closed
21 22 23
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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.