We are live on ! Find out more
BRO icon

Brown & Brown

417 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 149 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

31% more call options, than puts

Call options by funds: $6M | Put options by funds: $4.59M

11% more capital invested

Capital invested by funds: $7.5B → $8.3B (+$806M)

5% more funds holding

Funds holding: 396417 (+21)

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

0.98% less ownership

Funds ownership: 73.03%72.05% (-0.98%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
417
Holders Change
+21
Holders Change %
+5.3%
% of All Funds
8.55%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
149
Reduced
146
Closed
40
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
201
Dorsey Wright & Associates
California
$1.35M -$109K -2,818 -8%
AB
202
Amalgamated Bank
New York
$1.32M -$827K -21,447 -40%
HCA
203
Hyperion Capital Advisors
New York
$1.3M
UH
204
Unigestion Holding
Switzerland
$1.3M -$583K -15,121 -32%
VWA
205
V Wealth Advisors
Kansas
$1.29M +$1.22M +31,753 New
Axa
206
Axa
France
$1.29M +$386K +10,000 +46%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$1.27M +$991K +25,696 +462%
Aberdeen Group
208
Aberdeen Group
United Kingdom
$1.26M -$25.7K -665 -2%
HC
209
Henshaw Capital
Massachusetts
$1.24M +$488K +12,641 +71%
KFA
210
Kelleher Financial Advisors
New York
$1.22M
US Bancorp
211
US Bancorp
Minnesota
$1.2M -$202K -5,239 -15%
KeyBank National Association
212
KeyBank National Association
Ohio
$1.16M -$132K -3,422 -11%
SI
213
Stephens Inc
Arkansas
$1.14M +$89.5K +2,320 +9%
Bessemer Group
214
Bessemer Group
New Jersey
$1.13M -$7.75M -200,902 -88%
EVM
215
Eaton Vance Management
Massachusetts
$1.13M -$17.4K -452 -2%
MYAM
216
Meiji Yasuda Asset Management
Japan
$1.09M +$1.03M +26,640 New
CGH
217
Crossmark Global Holdings
Texas
$1.08M +$9.03K +234 +0.9%
BF
218
BOK Financial
Oklahoma
$1.07M +$1.01M +26,243 New
NAM
219
Nissay Asset Management
Japan
$1.05M -$22.9K -594 -2%
Assenagon Asset Management
220
Assenagon Asset Management
Luxembourg
$1.02M -$1.51M -39,082 -61%
B
221
BP
United Kingdom
$1.02M
TA
222
Teton Advisors
New York
$1.02M -$127K -3,300 -12%
SPIA
223
Steward Partners Investment Advisory
New York
$1.01M +$42.4K +1,099 +5%
SC
224
Sepio Capital
Utah
$999K +$516K +13,379 +120%
HA
225
Harbor Advisors
Florida
$978K

BRO Hedge Fund Activity: Q2 2020 in Review

417 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q2 2020, worth a combined $8.3B — up 11% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BRO positions and 40 closed out — a net gain of 23 holders — while 149 added to existing stakes and 146 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $49.6M. The largest seller was Victory Capital Management, cutting an estimated $105M.

  • 417 institutional investors held Brown & Brown (BRO) as of Q2 2020, up from 396 in Q1 2020.
  • Funds reported $8.3B of Brown & Brown stock for Q2 2020, up 11% quarter-over-quarter.
  • 63 funds opened new Brown & Brown positions in Q2 2020 and 40 closed out, a net change of +23 holders.
  • The largest Brown & Brown buyer in Q2 2020 was Atlanta Capital Management, an estimated $49.6M added.
  • The largest Brown & Brown seller in Q2 2020 was Victory Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2020.