BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

94 hedge funds and large institutions have $1.47B invested in Brown-Forman Class A in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
21
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AB
1
Atlas Brown
Kentucky
$220M
2
GT
2
Glenview Trust
Kentucky
$6.07M
3
LT
3
Lindsell Train
United Kingdom
$47.1M
4
CPO
4
Cerity Partners OCIO
New York
$1.11M
5
B
5
Baird
Wisconsin
$637K

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$130M
2
Bank of America
2
Bank of America
North Carolina
$2.21M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$506K
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$247M
5
GI
5
GAMCO Investors
Connecticut
$76M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.79M 20,363 +1,150 +6%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$1.58M 18,000 – –
EVM
28
Eaton Vance Management
Massachusetts
$1.49M 17,023 – –
BTW
29
Boston Trust Walden
Massachusetts
$1.42M 16,200 – –
KIG
30
Kessler Investment Group
Indiana
$1.37M 15,561 +620 +4%
PL
31
Parthenon LLC
Kentucky
$1.3M 14,850 – –
TFA
32
Toth Financial Advisory
Virginia
$1.28M 14,606 -479 -3%
PTC
33
Private Trust Company
Ohio
$1.18M 13,500 – –
CPO
34
Cerity Partners OCIO
New York
$1.11M 12,609 +12,609 New
Ameriprise
35
Ameriprise
Minnesota
$1.1M 12,499 +4,937 +65%
AG
36
Aperio Group
California
$953K 10,861 -592 -5%
Millennium Management
37
Millennium Management
New York
$878K 10,000 – –
SCA
38
Sippican Capital Advisors
Massachusetts
$737K 8,400 – –
EHC
39
Everett Harris & Co
California
$722K 8,222 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$704K 8,026 +3,019 +60%
Invesco
41
Invesco
Georgia
$697K 7,942 +695 +10%
HCM
42
Howland Capital Management
Massachusetts
$658K 7,500 – –
VKH
43
Virtu KCG Holdings
New York
$647K 7,367 +1,565 +27%
B
44
Baird
Wisconsin
$637K 7,260 +7,260 New
PMFA
45
Plante Moran Financial Advisors
Michigan
$592K 6,747 – –
IH
46
IFC Holdings
Florida
$574K 6,398 +45 +0.7%
PC
47
Permit Capital
Pennsylvania
$573K 6,525 -1,125 -15%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$554K 6,311 -149 -2%
UBS Group
49
UBS Group
Switzerland
$554K 6,316 +6,316 New
Bessemer Group
50
Bessemer Group
New Jersey
$531K 6,052 – –
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