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Brown-Forman Class A

125 hedge funds and large institutions have $1.02B invested in Brown-Forman Class A in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $959M → $1.02B (+$62.4M)

4% more funds holding

Funds holding: 120125 (+5)

0.26% more ownership

Funds ownership: 15.07%15.33% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
41
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$993K +$124K +3,111 +14%
RJA
52
Raymond James & Associates
Florida
$945K +$15.1K +377 +2%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$924K +$4.44K +111 +0.5%
FQ
54
First Quadrant
California
$903K -$186K -4,662 -17%
AG
55
Aperio Group
California
$787K -$62.9K -1,573 -7%
SCA
56
Sippican Capital Advisors
Massachusetts
$781K
AB
57
Atlas Brown
Kentucky
$758K -$28K -700 -3%
IA
58
IFP Advisors
Florida
$757K +$2.96K +74 +0.4%
EHC
59
Everett Harris & Co
California
$750K
HCM
60
Howland Capital Management
Massachusetts
$740K
CI
61
Cigna Investments
Connecticut
$726K
PMFA
62
Plante Moran Financial Advisors
Michigan
$665K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$589K
ATC
64
Argent Trust Co
Tennessee
$583K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$574K +$120 +3 +0%
Bank of America
66
Bank of America
North Carolina
$563K -$375K -9,385 -40%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$537K -$168K -4,203 -24%
RWA
68
Ropes Wealth Advisors
Massachusetts
$534K -$11.9K -297 -2%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$531K -$5.47K -137 -1%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$524K +$32.7K +817 +7%
Principal Financial Group
71
Principal Financial Group
Iowa
$516K +$14.3K +357 +3%
URS
72
Utah Retirement Systems
Utah
$493K +$5K +125 +1%
Federated Hermes
73
Federated Hermes
Pennsylvania
$493K +$499K +12,496 New
Deutsche Bank
74
Deutsche Bank
Germany
$486K +$86.4K +2,162 +21%
Lido Advisors
75
Lido Advisors
California
$467K

BF.A Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2017, worth a combined $1.02B — up 6.5% from $959M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BF.A positions and 4 closed out — a net gain of 5 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was BBR Partners, adding an estimated $14.7M. The largest seller was GAMCO Investors, cutting an estimated $3.39M.

  • 125 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2017, up from 120 in Q1 2017.
  • Funds reported $1.02B of Brown-Forman Class A stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 9 funds opened new Brown-Forman Class A positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q2 2017 was BBR Partners, an estimated $14.7M added.
  • The largest Brown-Forman Class A seller in Q2 2017 was GAMCO Investors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2017.