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Brown-Forman Class A
BF.A

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.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

16% more funds holding

Funds holding: 81 → 94 (+13)

2.14% more ownership

Funds ownership: 47.45% → 49.59% (+2.1%)

3% more capital invested

Capital invested by funds: $1.43B → $1.47B (+$40.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

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

Rank Fund Capital Flow
1
AB
Atlas Brown
Kentucky
+$61.6M
2
LT
Lindsell Train
United Kingdom
+$4.53M
3
CPO
Cerity Partners OCIO
New York
+$1.13M
4
B
Baird
Wisconsin
+$651K
5
Renaissance Technologies
Renaissance Technologies
New York
+$484K

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$5.55M
2
Bank of America
Bank of America
North Carolina
-$3.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.32M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
-$1.4M
5
GI
GAMCO Investors
Connecticut
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.79M +$103K +2,875 +6%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$1.58M – – –
EVM
28
Eaton Vance Management
Massachusetts
$1.49M – – –
BTW
29
Boston Trust Walden
Massachusetts
$1.42M – – –
KIG
30
Kessler Investment Group
Indiana
$1.37M +$55.6K +1,550 +4%
PL
31
Parthenon LLC
Kentucky
$1.3M – – –
TFA
32
Toth Financial Advisory
Virginia
$1.28M -$42.9K -1,198 -3%
PTC
33
Private Trust Company
Ohio
$1.18M – – –
CPO
34
Cerity Partners OCIO
New York
$1.11M +$1.13M +31,523 New
Ameriprise
35
Ameriprise
Minnesota
$1.1M +$442K +12,343 +65%
AG
36
Aperio Group
California
$953K -$53.1K -1,480 -5%
Millennium Management
37
Millennium Management
New York
$878K – – –
SCA
38
Sippican Capital Advisors
Massachusetts
$737K – – –
EHC
39
Everett Harris & Co
California
$722K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$704K +$271K +7,547 +60%
Invesco
41
Invesco
Georgia
$697K +$62.3K +1,737 +10%
HCM
42
Howland Capital Management
Massachusetts
$658K – – –
VKH
43
Virtu KCG Holdings
New York
$647K +$140K +3,913 +27%
B
44
Baird
Wisconsin
$637K +$651K +18,150 New
PMFA
45
Plante Moran Financial Advisors
Michigan
$592K – – –
IH
46
IFC Holdings
Florida
$574K +$4.01K +112 +0.7%
PC
47
Permit Capital
Pennsylvania
$573K -$101K -2,812 -15%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$554K -$13.3K -372 -2%
UBS Group
49
UBS Group
Switzerland
$554K +$566K +15,790 New
Bessemer Group
50
Bessemer Group
New Jersey
$531K – – –
1
2
3 4

BF.A Hedge Fund Activity: Q4 2014 in Review

94 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2014, worth a combined $1.47B — up 2.9% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BF.A positions and 4 closed out — a net gain of 15 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Brown, adding an estimated $61.6M. The largest seller was Pitcairn, cutting an estimated $5.55M.

  • 94 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2014, up from 81 in Q3 2014.
  • Funds reported $1.47B of Brown-Forman Class A stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 19 funds opened new Brown-Forman Class A positions in Q4 2014 and 4 closed out, a net change of +15 holders.
  • The largest Brown-Forman Class A buyer in Q4 2014 was Atlas Brown, an estimated $61.6M added.
  • The largest Brown-Forman Class A seller in Q4 2014 was Pitcairn, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2014.