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

Brown-Forman Class A

181 hedge funds and large institutions have $1.17B invested in Brown-Forman Class A in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $1.05B → $1.17B (+$120M)

8% more funds holding

Funds holding: 167181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.07% less ownership

Funds ownership: 12.1%12.03% (-0.07%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
181
Holders Change
+14
Holders Change %
+8.38%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
46
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.4M +$117 +2 +0%
FQ
52
First Quadrant
California
$1.33M -$271K -4,638 -17%
PTC
53
Private Trust Company
Ohio
$1.32M
EVM
54
Eaton Vance Management
Massachusetts
$1.31M +$4.79K +82 +0.4%
Franklin Resources
55
Franklin Resources
California
$1.3M -$226K -3,874 -16%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.22M +$7.53K +129 +0.6%
AB
57
Atlas Brown
Kentucky
$1.17M
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.01M -$44.3K -759 -4%
Hudson Bay Capital Management
59
Hudson Bay Capital Management
Connecticut
$1.01M
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$1.01M
PL
61
Parthenon LLC
Kentucky
$990K
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$953K -$121K -2,070 -11%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$920K +$22.9K +392 +3%
Norges Bank
64
Norges Bank
Norway
$879K
HCM
65
Howland Capital Management
Massachusetts
$864K
UBS Group
66
UBS Group
Switzerland
$846K -$670K -11,488 -44%
KIG
67
Kessler Investment Group
Indiana
$821K
Millennium Management
68
Millennium Management
New York
$811K +$822K +14,095 New
AG
69
Aperio Group
California
$803K +$292 +5 +0%
RJA
70
Raymond James & Associates
Florida
$798K -$6.48K -111 -0.8%
CL
71
CSS LLC
Illinois
$782K +$556K +9,537 +236%
PMFA
72
Plante Moran Financial Advisors
Michigan
$772K
JP Morgan Chase
73
JP Morgan Chase
New York
$723K -$47.3K -811 -6%
SCA
74
Sippican Capital Advisors
Massachusetts
$703K -$49.6K -850 -3%
CI
75
Cigna Investments
Connecticut
$619K -$537K -9,203 -46%

BF.A Hedge Fund Activity: Q2 2020 in Review

181 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2020, worth a combined $1.17B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BF.A positions and 11 closed out — a net gain of 14 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Lindsell Train, adding an estimated $9.55M. The largest seller was Gardner Russo & Quinn, cutting an estimated $13.9M.

  • 181 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2020, up from 167 in Q1 2020.
  • Funds reported $1.17B of Brown-Forman Class A stock for Q2 2020, up 11% quarter-over-quarter.
  • 25 funds opened new Brown-Forman Class A positions in Q2 2020 and 11 closed out, a net change of +14 holders.
  • The largest Brown-Forman Class A buyer in Q2 2020 was Lindsell Train, an estimated $9.55M added.
  • The largest Brown-Forman Class A seller in Q2 2020 was Gardner Russo & Quinn, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2020.