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Brown & Brown
BRO

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in Brown & Brown in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+8
Holders Change %
+3.19%
% of All Funds
7.52%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
33
Increased
97
Reduced
99
Closed
23
Calls
$81K
Puts
–
Net Calls
+$81K
Net Calls Change
-$12K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$193M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$246M
4
ESCM
Echo Street Capital Management
New York
$22.3M
5
Ameriprise
Ameriprise
Minnesota
$78.4M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.35M
3
AllianceBernstein
AllianceBernstein
Tennessee
$18.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$40.3M
5
Wells Fargo
Wells Fargo
California
$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
201
KeyBank National Association
Ohio
$455K -$1.19M -75,664 -72%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$455K -$16.3K -1,048 -3%
IGIM
203
I.G. Investment Management
Manitoba, Canada
$455K +$62.8K +4,000 +16%
Credit Agricole
204
Credit Agricole
France
$452K – – –
CAM
205
Capstone Asset Management
Texas
$445K -$279K -17,764 -39%
TBC
206
Tweedy, Browne Co
Connecticut
$437K – – –
LPL Financial
207
LPL Financial
California
$433K – – –
BG
208
Bahl & Gaynor
Ohio
$427K -$4.71K -300 -1%
OI
209
Oakbrook Investments
Illinois
$418K -$33K -2,100 -7%
SCM
210
Shelton Capital Management
Colorado
$411K – – –
AGM
211
Alpine Global Management
New York
$396K +$396K +25,260 New
WAM
212
World Asset Management
Michigan
$367K -$59.7K -3,802 -14%
WB
213
WesBanco Bank
West Virginia
$363K -$91.1K -5,800 -20%
DDC
214
DF Dent & Co
Maryland
$329K +$329K +20,960 New
HT
215
HAP Trading
New York
$327K -$571K -36,382 -64%
ACI
216
AMP Capital Investors
Australia
$325K +$325K +20,900 New
GCP
217
GSA Capital Partners
United Kingdom
$313K -$176K -11,210 -36%
SC
218
Sumit Capital
New York
$299K +$299K +19,074 New
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$289K – – –
CB
220
Commerce Bank
Missouri
$285K +$50.2K +3,200 +21%
CCM
221
Credo Capital Management
Maryland
$281K -$317K -20,216 -53%
HIM
222
Hillsdale Investment Management
Ontario, Canada
$273K – – –
IA
223
Icon Advisers
Colorado
$270K +$22K +1,400 +9%
GCA
224
Gideon Capital Advisors
New York
$258K +$258K +16,446 New
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$255K +$3.67K +234 +1%
7 8
9
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