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Brown-Forman Class A

152 hedge funds and large institutions have $1.04B invested in Brown-Forman Class A in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $973M → $1.04B (+$64.4M)

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.15% less ownership

Funds ownership: 12.14%12% (-0.15%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
47
Reduced
42
Closed
6
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3.59M -$83.2K -1,713 -2%
TA
27
Teachers Advisors
New York
$3.31M +$53.8K +1,107 +2%
Vanguard Group
28
Vanguard Group
Pennsylvania
$3.19M +$116K +2,392 +4%
SYBT
29
Stock Yards Bank & Trust
Kentucky
$3.14M -$11.8K -242 -0.4%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.99M +$37K +762 +1%
EVM
31
Eaton Vance Management
Massachusetts
$2.8M -$51K -1,050 -2%
JFL
32
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.55M -$170K -3,500 -7%
PPA
33
Parametric Portfolio Associates
Washington
$2.41M -$44.2K -910 -2%
Goldman Sachs
34
Goldman Sachs
New York
$2.33M +$353K +7,275 +19%
US Bancorp
35
US Bancorp
Minnesota
$2.3M
KPF
36
K2 Principal Fund
Ontario, Canada
$1.97M +$381K +7,853 +26%
FBT
37
First Bankers Trust
Kentucky
$1.94M -$1.84M -37,974 -50%
SC
38
Schulhoff & Co
Ohio
$1.91M
TTWM
39
TCV Trust & Wealth Management
Virginia
$1.91M
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$1.84M
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$1.84M +$20.4K +420 +1%
V
42
Veritable
Delaware
$1.82M -$19.6K -404 -1%
CPO
43
Cerity Partners OCIO
New York
$1.78M +$273K +5,621 +19%
BTW
44
Boston Trust Walden
Massachusetts
$1.66M
LPL Financial
45
LPL Financial
California
$1.55M +$80.5K +1,657 +6%
Morgan Stanley
46
Morgan Stanley
New York
$1.53M -$215K -4,423 -13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.36M -$2.26M -46,595 -64%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.34M -$21.9K -450 -2%
UBS Group
49
UBS Group
Switzerland
$1.31M -$125K -2,564 -9%
PTC
50
Private Trust Company
Ohio
$1.15M

BF.A Hedge Fund Activity: Q1 2019 in Review

152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2019, worth a combined $1.04B — up 6.6% from $973M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BF.A positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Lindsell Train, adding an estimated $7.73M. The largest seller was UBS AM, cutting an estimated $10.5M.

  • 152 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2019, up from 148 in Q4 2018.
  • Funds reported $1.04B of Brown-Forman Class A stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 10 funds opened new Brown-Forman Class A positions in Q1 2019 and 6 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class A buyer in Q1 2019 was Lindsell Train, an estimated $7.73M added.
  • The largest Brown-Forman Class A seller in Q1 2019 was UBS AM, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.