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Brown-Forman Class A
BF.A

150 hedge funds and large institutions have $1.74B invested in Brown-Forman Class A in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $1.44B → $1.74B (+$299M)

19% more funds holding

Funds holding: 126 → 150 (+24)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.02% less ownership

Funds ownership: 19.08% → 19.06% (-0.02%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
32
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MME
Meag Munich Ergo
Germany
+$3.42M
2
KPF
K2 Principal Fund
Ontario, Canada
+$2.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M
4
Morgan Stanley
Morgan Stanley
New York
+$1.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$6.92M
2
GI
GAMCO Investors
Connecticut
-$5.46M
3
PPA
Parametric Portfolio Associates
Washington
-$895K
4
IA
IFP Advisors
Florida
-$858K
5
GF
Gabelli Funds
New York
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$1.51M – – –
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.48M +$241K +5,040 +22%
Ameriprise
53
Ameriprise
Minnesota
$1.39M -$43.5K -910 -3%
RJA
54
Raymond James & Associates
Florida
$1.37M -$17.9K -374 -1%
UBS Group
55
UBS Group
Switzerland
$1.36M -$10.4K -218 -0.9%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$1.34M +$1.19M +24,908 New
VOYA Investment Management
57
VOYA Investment Management
Georgia
$1.31M -$50.7K -1,061 -4%
BI
58
Bredin Investment
Delaware
$1.21M +$1.08M +22,500 New
SCA
59
Sippican Capital Advisors
Massachusetts
$1.07M – – –
HCM
60
Howland Capital Management
Massachusetts
$1.01M – – –
EHC
61
Everett Harris & Co
California
$997K – – –
CI
62
Cigna Investments
Connecticut
$985K – – –
FQ
63
First Quadrant
California
$950K – – –
PMFA
64
Plante Moran Financial Advisors
Michigan
$901K -$5.41K -113 -0.7%
Bank of America
65
Bank of America
North Carolina
$889K -$148K -3,088 -16%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$865K +$53.8K +1,125 +8%
GC
67
Guggenheim Capital
Illinois
$856K +$761K +15,921 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$855K +$64.1K +1,340 +9%
AG
69
Aperio Group
California
$805K -$224K -4,682 -24%
ATC
70
Argent Trust Co
Tennessee
$795K – – –
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$751K +$8.71K +182 +1%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$733K +$96 +2 +0%
RWA
73
Ropes Wealth Advisors
Massachusetts
$728K – – –
IDBONY
74
Israel Discount Bank of New York
New York
$719K – – –
OIWM
75
OptiFour Integrated Wealth Management
Virginia
$685K +$609K +12,740 New
1 2
3
4 5

BF.A Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2017, worth a combined $1.74B — up 21% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BF.A positions and 4 closed out — a net gain of 24 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Meag Munich Ergo, opening a new position worth an estimated $3.42M. The largest seller was Gardner Russo & Quinn, cutting an estimated $6.92M.

  • 150 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $1.74B of Brown-Forman Class A stock for Q4 2017, up 21% quarter-over-quarter.
  • 28 funds opened new Brown-Forman Class A positions in Q4 2017 and 4 closed out, a net change of +24 holders.
  • The largest Brown-Forman Class A buyer in Q4 2017 was Meag Munich Ergo, an estimated $3.42M added.
  • The largest Brown-Forman Class A seller in Q4 2017 was Gardner Russo & Quinn, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.