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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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$1.02M -$242K -8,471 -20%
PAM
177
Panagora Asset Management
Massachusetts
$977K
Capital Fund Management (CFM)
178
Capital Fund Management (CFM)
France
$964K +$668K +23,378 +252%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$891K +$479K +16,775 +125%
V
180
Veritable
Delaware
$889K -$8.51K -298 -1%
O
181
OppenheimerFunds
New York
$887K +$66.3K +2,321 +8%
B
182
BP
United Kingdom
$886K
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$883K -$18.1K -634 -2%
TC
184
TAP Consulting
Missouri
$850K +$823K +28,805 New
SAM
185
Securian Asset Management
Minnesota
$835K -$10.4K -365 -1%
DIA
186
Dean Investment Associates
Ohio
$824K -$202K -7,066 -20%
EVM
187
Eaton Vance Management
Massachusetts
$819K
CGH
188
Crossmark Global Holdings
Texas
$810K -$26.8K -940 -3%
GHCM
189
Glen Harbor Capital Management
California
$745K +$67.6K +2,368 +10%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$744K +$10.3K +362 +1%
ACI
191
AMP Capital Investors
Australia
$742K -$211K -7,400 -23%
XK
192
Xact Kapitalforvaltning
Sweden
$742K
HA
193
Harbor Advisors
Florida
$708K
GC
194
Guggenheim Capital
Illinois
$706K -$45.2K -1,583 -6%
PA
195
Profund Advisors
Maryland
$693K +$218K +7,641 +48%
FHB
196
First Hawaiian Bank
Hawaii
$684K +$13.2K +461 +2%
OFS
197
Orrstown Financial Services
Pennsylvania
$662K +$618K +21,627 +2,637%
TAM
198
Tiverton Asset Management
Delaware
$655K +$634K +22,218 New
SPIA
199
Steward Partners Investment Advisory
New York
$652K +$27.7K +971 +5%
RJT
200
Raymond James Trust
Florida
$644K -$63.5K -2,224 -9%

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.