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Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
AlphaCrest Capital Management
New York
$1.49M +$1.45M +50,624 New
Fuller & Thaler Asset Management
152
Fuller & Thaler Asset Management
California
$1.48M -$298K -10,425 -17%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$1.39M -$85.4K -2,992 -6%
AB
154
Amalgamated Bank
New York
$1.39M +$27.1K +949 +2%
AG
155
Advisor Group
Arizona
$1.38M +$534K +18,699 +66%
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$1.38M
Rafferty Asset Management
157
Rafferty Asset Management
New York
$1.38M +$183K +6,395 +16%
FCM
158
Flinton Capital Management
Pennsylvania
$1.3M +$118K +4,144 +10%
ASN
159
Advisory Services Network
Georgia
$1.3M +$25.7K +900 +2%
URS
160
Utah Retirement Systems
Utah
$1.29M +$17.5K +614 +1%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$1.28M -$38.8K -1,360 -3%
MERSOM
162
Municipal Employees' Retirement System of Michigan
Michigan
$1.26M -$370K -12,950 -23%
SI
163
Stephens Inc
Arkansas
$1.25M +$233K +8,169 +24%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$1.24M +$133K +4,647 +12%
Citigroup
165
Citigroup
New York
$1.24M +$920K +32,218 +329%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M -$86.7K -3,035 -7%
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M -$7.37K -258 -0.6%
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$1.2M -$215K -7,523 -16%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$1.2M
KeyBank National Association
170
KeyBank National Association
Ohio
$1.09M -$625K -21,887 -37%
US Bancorp
171
US Bancorp
Minnesota
$1.06M -$49.5K -1,735 -5%
USAA
172
United Services Automobile Association
Texas
$1.06M
RCM
173
Riverhead Capital Management
Delaware
$1.06M
TA
174
Teton Advisors
New York
$1.03M
TAM
175
Tyers Asset Management
Texas
$1.02M +$93K +3,256 +10%

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.