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Brown-Forman Class A
BF.A

174 hedge funds and large institutions have $1.3B invested in Brown-Forman Class A in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

7% more funds holding

Funds holding: 163 → 174 (+11)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.4M)

0.03% more ownership

Funds ownership: 12.19% → 12.22% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
57
Reduced
36
Closed
5
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
-$334K

Top Buyers

Rank Fund Capital Flow
1
LT
Lindsell Train
United Kingdom
+$9.95M
2
BlackRock
BlackRock
New York
+$2.68M
3
CL
CSS LLC
Illinois
+$1.71M
4
AA
Ancora Advisors
Ohio
+$1.32M
5
FQ
First Quadrant
California
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$8.75M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$6.57M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.02M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.12M
5
GF
Gabelli Funds
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
51
Curi RMB Capital
Illinois
$1.98M +$654K +10,648 +51%
FQ
52
First Quadrant
California
$1.86M +$1.13M +18,409 +163%
Morgan Stanley
53
Morgan Stanley
New York
$1.86M -$727K -11,844 -29%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.84M +$12K +195 +0.7%
PP
55
Paloma Partners
Connecticut
$1.66M +$949K +15,449 +140%
AA
56
Ancora Advisors
Ohio
$1.45M +$1.32M +21,492 New
CI
57
Cigna Investments
Connecticut
$1.41M +$629K +10,240 +87%
PTC
58
Private Trust Company
Ohio
$1.41M – – –
Franklin Resources
59
Franklin Resources
California
$1.36M +$25.4K +413 +2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.32M +$1.47K +24 +0.1%
AB
61
Atlas Brown
Kentucky
$1.28M – – –
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.18M +$7.06K +115 +0.6%
BI
63
Bredin Investment
Delaware
$1.13M – – –
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$1.1M +$146K +2,375 +16%
PL
65
Parthenon LLC
Kentucky
$1.08M -$43K -700 -4%
Millennium Management
66
Millennium Management
New York
$1.05M -$111K -1,809 -10%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$1.01M +$240K +3,907 +32%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$985K +$61.3K +998 +7%
Norges Bank
69
Norges Bank
Norway
$958K +$937K +15,267 New
HCM
70
Howland Capital Management
Massachusetts
$942K – – –
KIG
71
Kessler Investment Group
Indiana
$935K +$1.84K +30 +0.2%
SO
72
STRS Ohio
Ohio
$880K +$862K +14,033 New
AG
73
Aperio Group
California
$864K +$90.3K +1,470 +12%
SCA
74
Sippican Capital Advisors
Massachusetts
$848K +$18.4K +300 +0.9%
PMFA
75
Plante Moran Financial Advisors
Michigan
$841K – – –
1 2
3
4 5

BF.A Hedge Fund Activity: Q4 2019 in Review

174 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2019, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BF.A positions and 5 closed out — a net gain of 13 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Lindsell Train, adding an estimated $9.95M. The largest seller was Gardner Russo & Quinn, cutting an estimated $8.75M.

  • 174 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.3B of Brown-Forman Class A stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 18 funds opened new Brown-Forman Class A positions in Q4 2019 and 5 closed out, a net change of +13 holders.
  • The largest Brown-Forman Class A buyer in Q4 2019 was Lindsell Train, an estimated $9.95M added.
  • The largest Brown-Forman Class A seller in Q4 2019 was Gardner Russo & Quinn, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2019.