Brown & Brown
241 hedge funds and large institutions have $3.36B invested in Brown & Brown in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
4% more funds holding
Funds holding: 231 → 241 (+10)
2% more capital invested
Capital invested by funds: $3.29B → $3.36B (+$72.3M)
0.41% more ownership
Funds ownership: 141.4% → 141.8% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$29.3M |
| 2 |
Janus Henderson Group
London,
|
+$27.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$25.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$24.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$59.1M |
| 2 |
Select Equity Group
New York
|
-$18.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$10.2M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$9.49M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.17M |
BRO Hedge Fund Activity: Q4 2014 in Review
241 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2014, worth a combined $3.36B — up 2.2% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BRO positions and 18 closed out — a net gain of 14 holders — while 80 added to existing stakes and 94 trimmed.
The largest buyer was Findlay Park Partners, adding an estimated $29.3M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $59.1M sold.
- 241 institutional investors held Brown & Brown (BRO) as of Q4 2014, up from 231 in Q3 2014.
- Funds reported $3.36B of Brown & Brown stock for Q4 2014, up 2.2% quarter-over-quarter.
- 32 funds opened new Brown & Brown positions in Q4 2014 and 18 closed out, a net change of +14 holders.
- The largest Brown & Brown buyer in Q4 2014 was Findlay Park Partners, an estimated $29.3M added.
- The largest Brown & Brown seller in Q4 2014 was Columbia Wanger Asset Management, an estimated $59.1M sold.
Based on aggregated 13F filings for Q4 2014.