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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$104K +$521 +6 +0.5%
PCM
627
Penserra Capital Management
California
$102K +$2K +23 +2%
SIS
628
Sound Income Strategies
Florida
$98.2K
SIM
629
Sentry Investment Management
Wisconsin
$92K -$18.2K -210 -17%
Group One Trading
630
Group One Trading
Illinois
$91.1K +$86.8K +1,000 +5,263%
MA
631
Montag & Associates
Georgia
$87.6K
PFBT
632
Parkside Financial Bank & Trust
Missouri
$86.1K +$14.8K +170 +21%
CI Investments Inc
633
CI Investments Inc
Ontario, Canada
$85K -$138K -1,594 -63%
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$81.9K +$17.4K +201 +28%
PPC
635
Park Place Capital
Alabama
$76.7K -$26.5K -305 -26%
AGWCA
636
Annis Gardner Whiting Capital Advisors
Florida
$75.9K -$87 -1 -0.1%
OCM
637
Orion Capital Management
California
$72.2K
C
638
Covestor
United Kingdom
$65K +$45.8K +528 +264%
SOW
639
State of Wyoming
Wyoming
$64.4K -$37.2K -428 -37%
AWM
640
Avior Wealth Management
Nebraska
$62.9K -$56.4K -650 -48%
CH
641
Cromwell Holdings
Wyoming
$62.5K +$60.7K +699 New
CT
642
Caldwell Trust
Florida
$60.4K
GCM
643
Gables Capital Management
Florida
$59.7K
AF
644
Allworth Financial
California
$58.5K +$521 +6 +1%
QC
645
Quent Capital
New York
$57.9K
CFGS
646
Concourse Financial Group Securities
Alabama
$57.8K +$2.43K +28 +5%
CA
647
Continuum Advisory
Idaho
$55.9K
GWSG
648
GPS Wealth Strategies Group
Colorado
$52.7K
LS
649
Livforsakringsbolaget Skandia
Sweden
$49K
BTI
650
Blue Trust Inc
Georgia
$48.1K +$28K +323 +142%