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Brown & Brown

239 hedge funds and large institutions have $3.65B invested in Brown & Brown in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $14K | Put options by funds: $2K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.2B → $3.65B (+$454M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8.31% more ownership

Funds ownership: 141.69%149.99% (+8.3%)

3% more funds holding

Funds holding: 233239 (+6)

Holders
239
Holders Change
+6
Holders Change %
+2.58%
% of All Funds
6.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
94
Reduced
83
Closed
23
Calls
$14K
Puts
$2K
Net Calls
+$12K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$72K +$1.8K +112 +3%
ST
202
Smithfield Trust
Pennsylvania
$64K
SF
203
Synovus Financial
Georgia
$51K +$45.5K +2,832 New
TRCT
204
Tower Research Capital (TRC)
New York
$43K +$35.3K +2,198 +1,099%
RCG
205
Ruggie Capital Group
Florida
$38K +$34.4K +2,140 New
IIC
206
Integrated Investment Consultants
Michigan
$36K +$33.7K +2,100 New
EMG
207
ETF Managers Group
New Jersey
$34K +$26K +1,618 New
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$29K +$1.48K +92 +6%
Royal London Asset Management
209
Royal London Asset Management
United Kingdom
$29K +$31.7M +1,973,256 +2,303%
Geode Capital Management
210
Geode Capital Management
Massachusetts
$25.8K +$1.05M +65,556 +5%
GAM
211
Gemmer Asset Management
California
$25K +$17.3K +1,080 +309%
MWM
212
MinichMacGregor Wealth Management
New York
$21K +$1.22K +76 +7%
WA
213
WFG Advisors
Texas
$20K -$4.82K -300 -21%
Creative Planning
214
Creative Planning
Kansas
$18K -$2.73K -170 -15%
GT
215
Glenmede Trust
Pennsylvania
$14K
SMG
216
Spectrum Management Group
Indiana
$13K
IA
217
IFP Advisors
Florida
$12K -$70.1K -4,366 -85%
TWA
218
TCI Wealth Advisors
Arizona
$10K
MFS
219
MSI Financial Services
Massachusetts
$8K -$193 -12 -3%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$7.88K +$7.07K +440 New
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$7K -$771 -48 -11%
GBBWRPM
222
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$6.42K +400 New
CG
223
Cutler Group
California
$6K
HR
224
Howe & Rusling
New York
$6K +$803 +50 +17%
VCM
225
Versant Capital Management
Arizona
$5K -$578 -36 -11%