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Brown & Brown
BRO

268 hedge funds and large institutions have $4.38B invested in Brown & Brown in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

3% more funds holding

Funds holding: 261 → 268 (+7)

4% more capital invested

Capital invested by funds: $4.23B → $4.38B (+$152M)

0.46% more ownership

Funds ownership: 144.49% → 144.94% (+0.46%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
109
Reduced
91
Closed
20
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$94.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$21.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
4
Wells Fargo
Wells Fargo
California
+$16.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$58.8M
2
FPP
Findlay Park Partners
United Kingdom
-$38.6M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$13.3M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$374K – – –
M&T Bank
202
M&T Bank
New York
$362K -$12.2K -570 -3%
TAM
203
Tyers Asset Management
Texas
$361K +$145K +6,776 +68%
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$349K -$197K -9,200 -36%
AP
205
AHL Partners
United Kingdom
$336K -$165K -7,704 -33%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$332K -$36.4K -1,700 -10%
PAM
207
Panagora Asset Management
Massachusetts
$329K – – –
ZIC
208
ZWJ Investment Counsel
Georgia
$325K – – –
WAM
209
World Asset Management
Michigan
$316K +$5.14K +240 +2%
JG
210
Jefferies Group
New York
$305K -$906K -42,250 -75%
SDIC
211
South Dakota Investment Council
South Dakota
$301K – – –
V
212
Veritable
Delaware
$299K +$298K +13,882 New
CPP
213
Crow Point Partners
Massachusetts
$280K +$275K +12,836 New
CM
214
Crestline Management
Texas
$273K +$271K +12,664 New
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$269K – – –
TP
216
Truvvo Partners
New York
$265K +$261K +12,176 New
GHCM
217
Glen Harbor Capital Management
California
$263K +$106K +4,928 +68%
UBS Group
218
UBS Group
Switzerland
$255K -$525K -24,504 -67%
TG
219
TLP Group
Illinois
$247K -$17.4K -810 -7%
CC
220
Cipher Capital
New York
$239K +$238K +11,086 New
GT
221
Glenview Trust
Kentucky
$233K – – –
SM
222
Sciencast Management
New Jersey
$228K -$408K -19,050 -64%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$227K +$226K +10,560 New
Pzena Investment Management
224
Pzena Investment Management
New York
$219K +$5.92K +276 +3%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$211K +$211K +9,820 New
7 8
9
10 11

BRO Hedge Fund Activity: Q2 2017 in Review

268 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2017, worth a combined $4.38B — up 3.6% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BRO positions and 20 closed out — a net gain of 8 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was Select Equity Group, adding an estimated $94.2M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.

  • 268 institutional investors held Brown & Brown (BRO) as of Q2 2017, up from 261 in Q1 2017.
  • Funds reported $4.38B of Brown & Brown stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 28 funds opened new Brown & Brown positions in Q2 2017 and 20 closed out, a net change of +8 holders.
  • The largest Brown & Brown buyer in Q2 2017 was Select Equity Group, an estimated $94.2M added.
  • The largest Brown & Brown seller in Q2 2017 was Citadel Advisors, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2017.