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 %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$506K 5,766 -25,917 -82%
ATC
52
Argent Trust Co
Tennessee
$497K 5,663 +5,663 New
CWM
53
Concert Wealth Management
California
$424K 4,865 +4,865 New
CTI
54
Community Trust & Investment
Kentucky
$417K 4,760 – –
HSBC Holdings
55
HSBC Holdings
United Kingdom
$408K 4,650 – –
State Street
56
State Street
Massachusetts
$407K 4,638 +1,400 +43%
CIC
57
Chilton Investment Company
Connecticut
$393K 4,475 – –
RIM
58
Regent Investment Management
Kentucky
$384K 4,380 – –
BBHC
59
Brown Brothers Harriman & Co
New York
$353K 4,020 – –
PPA
60
Parametric Portfolio Associates
Washington
$353K 4,026 +4,026 New
BC
61
Bartlett & Co
Ohio
$336K 3,825 – –
FPFS
62
First Personal Financial Services
North Carolina
$271K 3,094 +3,094 New
Franklin Resources
63
Franklin Resources
California
$270K 3,075 +3,075 New
Deutsche Bank
64
Deutsche Bank
Germany
$268K 3,069 +1,522 +98%
LJAC
65
L.J. Altfest & Co
New York
$263K 3,000 +3,000 New
LCS
66
Levin Capital Strategies
New York
$263K 3,000 +3,000 New
SB
67
Suntrust Banks
Georgia
$255K 2,914 – –
QC
68
QCM Cayman
Texas
$247K 2,807 +2,807 New
TWA
69
TCI Wealth Advisors
Arizona
$246K 2,799 – –
Northern Trust
70
Northern Trust
Illinois
$222K 2,520 +2,520 New
RFC
71
Regions Financial Corp
Alabama
$222K 2,532 +2,532 New
NIM
72
Northeast Investment Management
Massachusetts
$217K 2,470 -20 -0.8%
GD
73
Grandfield & Dodd
New York
$192K 2,187 – –
BIT
74
BlackRock Institutional Trust
California
$177K 2,017 +232 +13%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$132K 1,500 – –
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