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Brown & Brown
BRO

261 hedge funds and large institutions have $4.23B invested in Brown & Brown in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.44% less ownership

Funds ownership: 145.9% → 144.47% (-1.4%)

4% less funds holding

Funds holding: 271 → 261 (-10)

8% less capital invested

Capital invested by funds: $4.59B → $4.23B (-$360M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
261
Holders Change
-10
Holders Change %
-3.69%
% of All Funds
6.47%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
108
Reduced
83
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$404M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$59.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$44.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$96.3M
2
AGA
Altrinsic Global Advisors
Connecticut
-$26.5M
3
Invesco
Invesco
Georgia
-$19.7M
4
Millennium Management
Millennium Management
New York
-$19.4M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$19.1M

BRO Hedge Fund Activity: Q1 2017 in Review

261 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2017, worth a combined $4.23B — down 7.8% from $4.59B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BRO and 30 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $404M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 261 institutional investors held Brown & Brown (BRO) as of Q1 2017, down from 271 in Q4 2016.
  • Funds reported $4.23B of Brown & Brown stock for Q1 2017, down 7.8% quarter-over-quarter.
  • 30 funds opened new Brown & Brown positions in Q1 2017 and 34 closed out, a net change of -4 holders.
  • The largest Brown & Brown buyer in Q1 2017 was BlackRock, an estimated $404M added.
  • The largest Brown & Brown seller in Q1 2017 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2017.