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Brown-Forman Class A
BF.A

125 hedge funds and large institutions have $1.02B invested in Brown-Forman Class A in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $959M → $1.02B (+$62.4M)

4% more funds holding

Funds holding: 120 → 125 (+5)

0.26% more ownership

Funds ownership: 15.07% → 15.33% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
41
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
BBR Partners
New York
+$14.7M
2
BlackRock
BlackRock
New York
+$4.95M
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$1.42M
4
TCM
Tradition Capital Management
New Jersey
+$1.25M
5
State Street
State Street
Massachusetts
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$3.39M
2
GRQ
Gardner Russo & Quinn
Pennsylvania
-$2.35M
3
Wells Fargo
Wells Fargo
California
-$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$865K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$431K +$6.55K +164 +2%
CPO
77
Cerity Partners OCIO
New York
$424K – – –
RIM
78
Regent Investment Management
Kentucky
$412K – – –
BBHC
79
Brown Brothers Harriman & Co
New York
$396K – – –
CTI
80
Community Trust & Investment
Kentucky
$387K – – –
BC
81
Bartlett & Co
Ohio
$328K – – –
GT
82
Glenmede Trust
Pennsylvania
$296K – – –
LJAC
83
L.J. Altfest & Co
New York
$296K – – –
TWA
84
TCI Wealth Advisors
Arizona
$276K – – –
AB
85
Amalgamated Bank
New York
$269K +$272K +6,818 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$241K +$6.67K +167 +3%
Barclays
87
Barclays
United Kingdom
$241K +$56.9K +1,423 +30%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$231K -$79.9K -2,000 -25%
M&T Bank
89
M&T Bank
New York
$227K -$49.7K -1,244 -18%
GD
90
Grandfield & Dodd
New York
$213K – – –
NIM
91
Northeast Investment Management
Massachusetts
$203K +$206K +5,149 New
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$184K +$6.79K +170 +4%
QI
93
QS Investors
New York
$163K – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$161K – – –
MA
95
MCF Advisors
Kentucky
$158K +$160K +4,015 New
PC
96
Permit Capital
Pennsylvania
$148K – – –
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$148K – – –
SBL
98
Sargent Bickham Lagudis
Colorado
$141K – – –
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
Legal & General Group
100
Legal & General Group
United Kingdom
$103K +$23.2K +581 +29%
2 3
4
5 6

BF.A Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2017, worth a combined $1.02B — up 6.5% from $959M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BF.A positions and 4 closed out — a net gain of 5 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was BBR Partners, adding an estimated $14.7M. The largest seller was GAMCO Investors, cutting an estimated $3.39M.

  • 125 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2017, up from 120 in Q1 2017.
  • Funds reported $1.02B of Brown-Forman Class A stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 9 funds opened new Brown-Forman Class A positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q2 2017 was BBR Partners, an estimated $14.7M added.
  • The largest Brown-Forman Class A seller in Q2 2017 was GAMCO Investors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2017.