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Brown & Brown
BRO

269 hedge funds and large institutions have $4.87B invested in Brown & Brown in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.38B → $4.87B (+$489M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 95

0% more funds holding

Funds holding: 268 → 269 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.42% less ownership

Funds ownership: 144.94% → 144.52% (-0.42%)

Holders
269
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
32
Increased
98
Reduced
95
Closed
29
Calls
$3.35M
Puts
–
Net Calls
+$3.35M
Net Calls Change
+$3.11M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$56.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$42M
3
Citadel Advisors
Citadel Advisors
Florida
+$18M
4
Millennium Management
Millennium Management
New York
+$12.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$60.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$31.4M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$27M
4
American Century Companies
American Century Companies
Missouri
-$18.6M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$16.9M

BRO Hedge Fund Activity: Q3 2017 in Review

269 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q3 2017, worth a combined $4.87B — up 11% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRO positions and 29 closed out — a net gain of 3 holders — while 98 added to existing stakes and 95 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $56.3M. The largest seller was Select Equity Group, cutting an estimated $60.7M.

  • 269 institutional investors held Brown & Brown (BRO) as of Q3 2017, up from 268 in Q2 2017.
  • Funds reported $4.87B of Brown & Brown stock for Q3 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Brown & Brown positions in Q3 2017 and 29 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q3 2017 was Victory Capital Management, an estimated $56.3M added.
  • The largest Brown & Brown seller in Q3 2017 was Select Equity Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2017.