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Brown & Brown

291 hedge funds and large institutions have $5.13B invested in Brown & Brown in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 269291 (+22)

5% more capital invested

Capital invested by funds: $4.87B → $5.13B (+$259M)

1.56% less ownership

Funds ownership: 144.52%142.97% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
6.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
87
Reduced
109
Closed
23
Calls
$1.29M
Puts
Net Calls
+$1.29M
Net Calls Change
-$2.06M

BRO Hedge Fund Activity: Q4 2017 in Review

291 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2017, worth a combined $5.13B — up 5.3% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BRO positions and 23 closed out — a net gain of 23 holders — while 87 added to existing stakes and 109 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $50M. The largest seller was Findlay Park Partners, cutting an estimated $100M.

  • 291 institutional investors held Brown & Brown (BRO) as of Q4 2017, up from 269 in Q3 2017.
  • Funds reported $5.13B of Brown & Brown stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 46 funds opened new Brown & Brown positions in Q4 2017 and 23 closed out, a net change of +23 holders.
  • The largest Brown & Brown buyer in Q4 2017 was Citadel Advisors, an estimated $50M added.
  • The largest Brown & Brown seller in Q4 2017 was Findlay Park Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2017.