We are live on ! Find out more
BRO icon

Brown & Brown

268 hedge funds and large institutions have $4.38B invested in Brown & Brown in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

3% more funds holding

Funds holding: 261268 (+7)

4% more capital invested

Capital invested by funds: $4.23B → $4.38B (+$152M)

0.46% more ownership

Funds ownership: 144.49%144.94% (+0.46%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
109
Reduced
91
Closed
20
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
126
Great Lakes Advisors
Illinois
$1.62M -$8.23K -384 -0.5%
LIM
127
Leavell Investment Management
Alabama
$1.57M -$17.1K -800 -1%
CCM
128
Cadence Capital Management
Massachusetts
$1.52M -$4.07K -190 -0.3%
AIP
129
Ameritas Investment Partners
Nebraska
$1.48M +$25K +1,164 +2%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$1.44M +$305K +14,238 +27%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.42M -$128K -5,970 -8%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$1.39M
ERSOT
133
Employees Retirement System of Texas
Texas
$1.33M +$1.33M +62,000 New
AGA
134
Altrinsic Global Advisors
Connecticut
$1.31M
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.29M +$42.9K +2,000 +3%
FQ
136
First Quadrant
California
$1.16M
WCM Investment Management
137
WCM Investment Management
California
$1.14M +$28.9K +1,350 +3%
MF
138
Magnetar Financial
Illinois
$1.12M +$716K +33,402 +181%
CPC
139
Cookson Peirce & Co
Pennsylvania
$1.1M -$457K -21,300 -30%
SEI Investments
140
SEI Investments
Pennsylvania
$1.08M -$246K -11,494 -19%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$1.08M -$86 -4 -0%
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$1.03M +$339K +15,800 +50%
BTS
143
BB&T Securities
Virginia
$1.02M +$674K +31,428 +198%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$1.01M -$2.08M -96,838 -67%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$1.01M +$6K +280 +0.6%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1M +$71.2K +3,320 +8%
AB
147
Amalgamated Bank
New York
$990K +$194K +9,070 +25%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$965K -$77.2K -3,600 -7%
URS
149
Utah Retirement Systems
Utah
$925K +$12.9K +600 +1%
QSS
150
Quantitative Systematic Strategies
Florida
$876K -$1.32M -61,622 -61%

BRO Hedge Fund Activity: Q2 2017 in Review

268 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2017, worth a combined $4.38B — up 3.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BRO positions and 20 closed out — a net gain of 8 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was Select Equity Group, adding an estimated $94.2M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.

  • 268 institutional investors held Brown & Brown (BRO) as of Q2 2017, up from 261 in Q1 2017.
  • Funds reported $4.38B of Brown & Brown stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 28 funds opened new Brown & Brown positions in Q2 2017 and 20 closed out, a net change of +8 holders.
  • The largest Brown & Brown buyer in Q2 2017 was Select Equity Group, an estimated $94.2M added.
  • The largest Brown & Brown seller in Q2 2017 was Citadel Advisors, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2017.