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

Brown-Forman Class A

196 hedge funds and large institutions have $1.45B invested in Brown-Forman Class A in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $1.33B → $1.45B (+$126M)

2% more funds holding

Funds holding: 192196 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.14% less ownership

Funds ownership: 12.33%12.2% (-0.14%)

19% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 58

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
47
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$8.01M -$2.24M -31,400 -22%
GT
27
Glenview Trust
Kentucky
$7.92M -$38K -533 -0.5%
Brown Advisory
28
Brown Advisory
Maryland
$7.37M -$71.3K -1,000 -0.9%
HIC
29
Harvey Investment Company
Kentucky
$7.19M -$160K -2,250 -2%
Goldman Sachs
30
Goldman Sachs
New York
$6.89M -$636K -8,927 -8%
GWI
31
Grace & White Inc
New York
$6.81M
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$6.23M -$181K -2,540 -3%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$4.88M -$684K -9,602 -12%
Wells Fargo
34
Wells Fargo
California
$4.38M +$485K +6,807 +12%
SYBT
35
Stock Yards Bank & Trust
Kentucky
$4.01M -$43.5K -610 -1%
JFL
36
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.1M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.99M -$6.48K -91 -0.2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.98M -$867K -12,167 -22%
US Bancorp
39
US Bancorp
Minnesota
$2.91M -$8.62K -121 -0.3%
V
40
Veritable
Delaware
$2.75M +$9.12K +128 +0.3%
TTWM
41
TCV Trust & Wealth Management
Virginia
$2.67M
Legal & General Group
42
Legal & General Group
United Kingdom
$2.59M +$1.34M +18,813 +105%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$2.54M
SC
44
Schulhoff & Co
Ohio
$2.48M
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$2.46M
Bank of America
46
Bank of America
North Carolina
$2.35M -$136K -1,902 -5%
Morgan Stanley
47
Morgan Stanley
New York
$2.33M -$780K -10,941 -25%
BTW
48
Boston Trust Walden
Massachusetts
$2.28M
FBT
49
First Bankers Trust
Kentucky
$2.15M -$267K -3,744 -11%
EVM
50
Eaton Vance Management
Massachusetts
$2.09M -$2.21K -31 -0.1%

BF.A Hedge Fund Activity: Q2 2021 in Review

196 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2021, worth a combined $1.45B — up 9.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BF.A positions and 16 closed out — a net gain of 5 holders — while 47 added to existing stakes and 58 trimmed.

The largest buyer was Norges Bank, adding an estimated $8.49M. The largest seller was New York State Common Retirement Fund, cutting an estimated $14.3M.

  • 196 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2021, up from 192 in Q1 2021.
  • Funds reported $1.45B of Brown-Forman Class A stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 21 funds opened new Brown-Forman Class A positions in Q2 2021 and 16 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q2 2021 was Norges Bank, an estimated $8.49M added.
  • The largest Brown-Forman Class A seller in Q2 2021 was New York State Common Retirement Fund, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2021.