Brown-Forman Class A
BF.A
77 hedge funds and large institutions have $1.44B invested in Brown-Forman Class A in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
20% more capital invested
Capital invested by funds: $1.2B → $1.44B (+$243M)
3% more funds holding
Funds holding: 75 → 77 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.07% less ownership
Funds ownership: 48.07% → 48% (-0.07%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Atlas Brown
Louisville,
Kentucky
|
+$1.08M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
+$1.02M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$992K |
| 4 |
LT
Lindsell Train
London,
United Kingdom
|
+$810K |
| 5 |
Millennium Management
New York
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$919K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$703K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$559K |
| 4 |
Renaissance Technologies
New York
|
-$476K |
| 5 |
BP
BBR Partners
New York
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
76
BlackRock Fund Advisors
San Francisco,
California
| $12K | – | – | – |
|
77
Barclays
London,
United Kingdom
| $1K | -$6.96K | -215 | -90% |
|
|
HTC
78
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$256K | -8,678 | Closed |
|
|
CAM
79
Cypress Asset Management
Houston,
Texas
| – | -$207K | -7,000 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$60K | -2,015 | Closed |
|
|
HNB
81
Huntington National Bank
Columbus,
Ohio
| – | -$55K | -1,860 | Closed |
|
|
HCC
82
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$26K | -890 | Closed |
|
83
Citigroup
New York
| – | -$4K | -150 | Closed |
|
BF.A Hedge Fund Activity: Q1 2014 in Review
77 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2014, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BF.A positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Atlas Brown, adding an estimated $1.08M. The largest seller was GAMCO Investors, cutting an estimated $919K.
- 77 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2014, up from 75 in Q4 2013.
- Funds reported $1.44B of Brown-Forman Class A stock for Q1 2014, up 20% quarter-over-quarter.
- 9 funds opened new Brown-Forman Class A positions in Q1 2014 and 6 closed out, a net change of +3 holders.
- The largest Brown-Forman Class A buyer in Q1 2014 was Atlas Brown, an estimated $1.08M added.
- The largest Brown-Forman Class A seller in Q1 2014 was GAMCO Investors, an estimated $919K sold.
Based on aggregated 13F filings for Q1 2014.