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Brown-Forman Class A
BF.A

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.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

16% more funds holding

Funds holding: 81 → 94 (+13)

2.14% more ownership

Funds ownership: 47.45% → 49.59% (+2.1%)

3% more capital invested

Capital invested by funds: $1.43B → $1.47B (+$40.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

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

Rank Fund Capital Flow
1
AB
Atlas Brown
Kentucky
+$61.6M
2
LT
Lindsell Train
United Kingdom
+$4.53M
3
CPO
Cerity Partners OCIO
New York
+$1.13M
4
B
Baird
Wisconsin
+$651K
5
Renaissance Technologies
Renaissance Technologies
New York
+$484K

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$5.55M
2
Bank of America
Bank of America
North Carolina
-$3.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.32M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
-$1.4M
5
GI
GAMCO Investors
Connecticut
-$970K
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$131K – – –
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$109K – – –
RNS
78
Robert N. Shapiro
$93K – – –
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$88K -$29.1K -813 -25%
GT
80
Glenmede Trust
Pennsylvania
$78K – – –
HNB
81
Huntington National Bank
Ohio
$65K +$66.7K +1,860 New
HPBT
82
High Point Bank & Trust
North Carolina
$61K – – –
BlackRock
83
BlackRock
New York
$60K – – –
CBT
84
Central Bank & Trust
Kentucky
$53K – – –
MMG
85
Monetary Management Group
Missouri
$53K +$53.8K +1,500 New
TRCT
86
Tower Research Capital (TRC)
New York
$51K +$49.8K +1,390 +2,780%
MFS
87
MSI Financial Services
Massachusetts
$47K – – –
BAM
88
Barrett Asset Management
New York
$33K – – –
TFA
89
Transamerica Financial Advisors
Florida
$28K +$28.2K +788 New
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$18K – – –
Creative Planning
91
Creative Planning
Kansas
$13K – – –
FNYS
92
First New York Securities
New York
$4.39K -$29K -808 -87%
NPC
93
National Planning Corporation
California
$1.07K +$1.07K +30 New
BRWA
94
B. Riley Wealth Advisors
Florida
$2 +$1.61K +45 New
PAG
95
Private Advisor Group
New Jersey
– -$62K -1,730 Closed
BFA
96
BlackRock Fund Advisors
California
– -$12K -323 Closed
Barclays
97
Barclays
United Kingdom
– -$11K -318 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -103 Closed
1 2 3
4

BF.A Hedge Fund Activity: Q4 2014 in Review

94 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2014, worth a combined $1.47B — up 2.9% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BF.A positions and 4 closed out — a net gain of 15 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Brown, adding an estimated $61.6M. The largest seller was Pitcairn, cutting an estimated $5.55M.

  • 94 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2014, up from 81 in Q3 2014.
  • Funds reported $1.47B of Brown-Forman Class A stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 19 funds opened new Brown-Forman Class A positions in Q4 2014 and 4 closed out, a net change of +15 holders.
  • The largest Brown-Forman Class A buyer in Q4 2014 was Atlas Brown, an estimated $61.6M added.
  • The largest Brown-Forman Class A seller in Q4 2014 was Pitcairn, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2014.