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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
FAF
126
Fjarde Ap-fonden
Sweden
$7.94M -$931K -14,426 -11%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$7.93M +$1.11M +17,191 +18%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$7.86M +$1.95M +30,191 +36%
Mitsubishi UFJ Asset Management
129
Mitsubishi UFJ Asset Management
Japan
$7.53M +$997K +15,459 +16%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$7.51M +$31K +480 +0.5%
CIC
131
Chilton Investment Company
Connecticut
$7.36M +$6.5M +100,723 +2,542%
Asset Management One
132
Asset Management One
Japan
$7.18M -$306K -4,741 -4%
SCM
133
Spring Capital Management
Texas
$7.11M +$6.53M +101,176 New
SAA
134
Southeast Asset Advisors
Georgia
$7.07M +$102K +1,574 +2%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$7.03M +$2.36M +36,571 +58%
VDI
136
Vaughan David Investments
Illinois
$7.03M – – –
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$7.02M +$2.75M +42,671 +75%
Man Group
138
Man Group
United Kingdom
$7.02M +$846K +13,115 +15%
MGWM
139
Marks Group Wealth Management
Minnesota
$6.89M -$650K -10,070 -9%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$6.74M -$562K -8,717 -8%
ECM
141
ExodusPoint Capital Management
New York
$6.48M +$552K +8,553 +10%
CA
142
Capitolis Advisors
New York
$6.46M – – –
Franklin Resources
143
Franklin Resources
California
$6.45M +$342K +5,300 +6%
LPL Financial
144
LPL Financial
California
$6.41M +$740K +11,479 +14%
IP
145
Interval Partners
New York
$6.4M -$2.96M -45,897 -33%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$6.24M +$5.37M +83,274 +1,499%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$6.2M +$22.6K +350 +0.4%
WA
148
Watchtower Advisors
Connecticut
$6.15M +$5.65M +87,522 New
FNBOO
149
First National Bank of Omaha
Nebraska
$6.15M +$5.64M +87,481 New
SAM
150
Storebrand Asset Management
Norway
$6.1M +$981K +15,204 +21%
4 5
6
7 8

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.