BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

94 hedge funds and large institutions have $1.47B invested in Brown-Forman Class A in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
21
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AB
1
Atlas Brown
Kentucky
$220M
2
GT
2
Glenview Trust
Kentucky
$6.07M
3
LT
3
Lindsell Train
United Kingdom
$47.1M
4
CPO
4
Cerity Partners OCIO
New York
$1.11M
5
B
5
Baird
Wisconsin
$637K

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$130M
2
Bank of America
2
Bank of America
North Carolina
$2.21M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$506K
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$247M
5
GI
5
GAMCO Investors
Connecticut
$76M
Name Market Value Shares Shares
Change 		Shares
Change %
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$131K 1,500 – –
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$109K 1,242 – –
RNS
78
Robert N. Shapiro
$93K 1,055 – –
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$88K 1,002 -325 -24%
GT
80
Glenmede Trust
Pennsylvania
$78K 899 – –
HNB
81
Huntington National Bank
Ohio
$65K 744 +744 New
HPBT
82
High Point Bank & Trust
North Carolina
$61K 700 – –
BlackRock
83
BlackRock
New York
$60K 681 – –
CBT
84
Central Bank & Trust
Kentucky
$53K 600 – –
MMG
85
Monetary Management Group
Missouri
$53K 600 +600 New
TRCT
86
Tower Research Capital (TRC)
New York
$51K 576 +556 +2,780%
MFS
87
MSI Financial Services
Massachusetts
$47K 538 – –
BAM
88
Barrett Asset Management
New York
$33K 380 – –
TFA
89
Transamerica Financial Advisors
Florida
$28K 315 +315 New
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$18K 200 – –
Creative Planning
91
Creative Planning
Kansas
$13K 150 – –
FNYS
92
First New York Securities
New York
$4.39K 50 -323 -87%
NPC
93
National Planning Corporation
California
$1.07K 12 +12 New
BRWA
94
B. Riley Wealth Advisors
Florida
$2 18 +18 New
PAG
95
Private Advisor Group
New Jersey
– – -692 Closed
BFA
96
BlackRock Fund Advisors
California
– – -129 Closed
Barclays
97
Barclays
United Kingdom
– – -127 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
– – -41 Closed
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