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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
ACI
151
AMP Capital Investors
Australia
$863K
NMIMC
152
Northwestern Mutual Investment Management Company
Wisconsin
$853K +$729 +34 +0.1%
US Bancorp
153
US Bancorp
Minnesota
$817K -$169K -7,876 -17%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$813K +$83.5K +3,896 +12%
AG
155
Aperio Group
California
$813K +$134K +6,238 +20%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$749K -$159K -7,416 -18%
Capital Fund Management (CFM)
157
Capital Fund Management (CFM)
France
$728K +$72.9K +3,400 +11%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$723K +$772 +36 +0.1%
TA
159
Teton Advisors
New York
$701K
DCM
160
Dynamic Capital Management
Jersey
$688K -$277K -12,914 -29%
Squarepoint
161
Squarepoint
New York
$686K +$176K +8,212 +35%
BFEC
162
Benjamin F. Edwards & Company
Missouri
$681K +$43 +2 +0%
PP
163
Paloma Partners
Connecticut
$668K -$1.85M -86,204 -74%
DIA
164
Dean Investment Associates
Ohio
$668K +$22.3K +1,040 +3%
SIP
165
Stoneridge Investment Partners
Pennsylvania
$665K -$826K -38,544 -56%
SAM
166
Securian Asset Management
Minnesota
$625K -$7.59K -354 -1%
CAM
167
Capstone Asset Management
Texas
$615K -$12K -560 -2%
IG
168
ING Group
Netherlands
$603K +$600K +27,984 New
EVM
169
Eaton Vance Management
Massachusetts
$592K
RJFSA
170
Raymond James Financial Services Advisors
Florida
$590K +$587K +27,376 New
Capstone Investment Advisors
171
Capstone Investment Advisors
New York
$589K -$2.3M -107,072 -80%
NEI
172
Northwest & Ethical Investments
Ontario, Canada
$572K -$59.6K -2,780 -9%
NA
173
Neuburgh Advisers
California
$558K +$224K +10,472 +68%
RJT
174
Raymond James Trust
Florida
$554K +$26.2K +1,222 +5%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$534K -$20.1K -936 -4%

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.