We are live on ! Find out more
BF.A icon

Brown-Forman Class A
BF.A

203 hedge funds and large institutions have $1.56B invested in Brown-Forman Class A in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $1.41B → $1.56B (+$148M)

7% more funds holding

Funds holding: 190 → 203 (+13)

0.4% more ownership

Funds ownership: 12.17% → 12.57% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
60
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$30.4M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$11.6M
3
LT
Lindsell Train
United Kingdom
+$5.82M
4
ESCM
Echo Street Capital Management
New York
+$5.42M
5
Morgan Stanley
Morgan Stanley
New York
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$16.9M
2
GF
Gabelli Funds
New York
-$5.16M
3
CRC
Curi RMB Capital
Illinois
-$4.36M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.38M
5
GI
GAMCO Investors
Connecticut
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.74M +$4.09M +57,004 +118%
HIC
27
Harvey Investment Company
Kentucky
$7.66M – – –
Goldman Sachs
28
Goldman Sachs
New York
$7.35M -$2.94K -41 -0%
GWI
29
Grace & White Inc
New York
$7.09M – – –
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$6.99M -$625K -8,702 -8%
ESCM
31
Echo Street Capital Management
New York
$6.7M +$5.42M +75,428 +480%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$5.94M -$601K -8,369 -9%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$4.86M +$59.3K +826 +1%
Wells Fargo
34
Wells Fargo
California
$4.55M -$151K -2,099 -3%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$4.36M +$2.12M +29,535 +99%
SYBT
36
Stock Yards Bank & Trust
Kentucky
$4.27M -$603K -8,396 -13%
JFL
37
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.26M -$122K -1,700 -4%
Bank of America
38
Bank of America
North Carolina
$3.26M +$487K +6,785 +18%
US Bancorp
39
US Bancorp
Minnesota
$3.2M – – –
V
40
Veritable
Delaware
$2.88M +$242K +3,370 +9%
TTWM
41
TCV Trust & Wealth Management
Virginia
$2.74M – – –
FBT
42
First Bankers Trust
Kentucky
$2.68M +$25.9K +360 +1%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$2.65M – – –
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$2.64M – – –
SC
45
Schulhoff & Co
Ohio
$2.6M – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.41M +$1.72M +23,897 +268%
BTW
47
Boston Trust Walden
Massachusetts
$2.38M – – –
EVM
48
Eaton Vance Management
Massachusetts
$2.18M +$3.02K +42 +0.1%
AG
49
Aperio Group
California
$2.11M +$1.07M +14,947 +109%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.95M -$251K -3,500 -12%
1
2
3 4 5

BF.A Hedge Fund Activity: Q4 2020 in Review

203 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2020, worth a combined $1.56B — up 10% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BF.A positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30.4M. The largest seller was Gardner Russo & Quinn, cutting an estimated $16.9M.

  • 203 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $1.56B of Brown-Forman Class A stock for Q4 2020, up 10% quarter-over-quarter.
  • 29 funds opened new Brown-Forman Class A positions in Q4 2020 and 14 closed out, a net change of +15 holders.
  • The largest Brown-Forman Class A buyer in Q4 2020 was Vanguard Group, an estimated $30.4M added.
  • The largest Brown-Forman Class A seller in Q4 2020 was Gardner Russo & Quinn, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2020.