BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

75 hedge funds and large institutions have $1.2B invested in Brown-Forman Class A in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
6
Increased
17
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$212M
2
LT
2
Lindsell Train
United Kingdom
$35.1M
3
P
3
Pitcairn
Pennsylvania
$114M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.84M
5
RIM
5
Regent Investment Management
Kentucky
$323K

Top Sellers

1
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$0
2
AG
2
Aperio Group
California
$903K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.02M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SB
5
Suntrust Banks
Georgia
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
26
TCV Trust & Wealth Management
Virginia
$1.68M – – –
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$1.33M – – –
EVM
28
Eaton Vance Management
Massachusetts
$1.26M – – –
BTW
29
Boston Trust Walden
Massachusetts
$1.2M – – –
TFA
30
Toth Financial Advisory
Virginia
$1.19M -$81.2K -2,687 -6%
PL
31
Parthenon LLC
Kentucky
$1.1M – – –
Morgan Stanley
32
Morgan Stanley
New York
$1.04M -$7.88K -267 -0.8%
PTC
33
Private Trust Company
Ohio
$996K – – –
AG
34
Aperio Group
California
$903K -$818K -30,890 Closed
AP
35
Appleton Partners
Massachusetts
$880K – – –
Invesco
36
Invesco
Georgia
$757K +$31.6K +1,070 +4%
VKH
37
Virtu KCG Holdings
New York
$628K -$50.2K -1,700 -7%
Deutsche Bank
38
Deutsche Bank
Germany
$623K -$14.4K -490 -2%
EHC
39
Everett Harris & Co
California
$620K +$4.43K +150 +0.7%
MWR
40
McAdams Wright Ragen
Washington
$572K – – –
HCM
41
Howland Capital Management
Massachusetts
$553K – – –
Ameriprise
42
Ameriprise
Minnesota
$529K – – –
PMFA
43
Plante Moran Financial Advisors
Michigan
$498K – – –
PC
44
Permit Capital
Pennsylvania
$470K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$447K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$418K +$88 +3 +0%
CTI
47
Community Trust & Investment
Kentucky
$351K – – –
HSBC Holdings
48
HSBC Holdings
United Kingdom
$343K – – –
State Street
49
State Street
Massachusetts
$333K – – –
U
50
UBS
Switzerland
$328K -$324K -10,998 -50%
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