Brown & Brown
574 hedge funds and large institutions have $11.8B invested in Brown & Brown in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 178 reducing their positions, and 74 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 178
14% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 74
1% less funds holding
Funds holding: 578 → 574 (-4)
0.83% less ownership
Funds ownership: 72.43% → 71.6% (-0.83%)
20% less capital invested
Capital invested by funds: $14.8B → $11.8B (-$2.97B)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
29% less call options, than puts
Call options by funds: $4.87M | Put options by funds: $6.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$159M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$70.4M |
| 3 |
CAM
Close Asset Management
London,
United Kingdom
|
+$62.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$56.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$191M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$88M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$74.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$62.1M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$46.9M |
BRO Hedge Fund Activity: Q2 2022 in Review
574 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2022, worth a combined $11.8B — down 20% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new BRO positions and 74 closed out — a net gain of 10 holders — while 226 added to existing stakes and 178 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $159M. The largest seller was BlackRock, cutting an estimated $191M.
- 574 institutional investors held Brown & Brown (BRO) as of Q2 2022, down from 578 in Q1 2022.
- Funds reported $11.8B of Brown & Brown stock for Q2 2022, down 20% quarter-over-quarter.
- 84 funds opened new Brown & Brown positions in Q2 2022 and 74 closed out, a net change of +10 holders.
- The largest Brown & Brown buyer in Q2 2022 was Goldman Sachs, an estimated $159M added.
- The largest Brown & Brown seller in Q2 2022 was BlackRock, an estimated $191M sold.
Based on aggregated 13F filings for Q2 2022.