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Brown-Forman Class A

152 hedge funds and large institutions have $1.04B invested in Brown-Forman Class A in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $973M → $1.04B (+$64.4M)

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.15% less ownership

Funds ownership: 12.14%12% (-0.15%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
47
Reduced
42
Closed
6
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
URS
76
Utah Retirement Systems
Utah
$492K
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$491K -$12.6K -260 -3%
DWA
78
Douglass Winthrop Advisors
New York
$443K
Mariner
79
Mariner
Kansas
$426K +$405K +8,331 New
RIM
80
Regent Investment Management
Kentucky
$425K
BBHC
81
Brown Brothers Harriman & Co
New York
$411K
CTI
82
Community Trust & Investment
Kentucky
$401K
ATC
83
Argent Trust Co
Tennessee
$395K -$4.86K -100 -1%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$383K
SRAM
85
Stone Ridge Asset Management
New York
$370K +$20.9K +430 +6%
AB
86
Amalgamated Bank
New York
$359K +$10.3K +212 +3%
UBS AM
87
UBS AM
Illinois
$326K -$10.5M -216,984 -97%
Principal Financial Group
88
Principal Financial Group
Iowa
$320K -$16.7K -343 -5%
LFA
89
Landmark Financial Advisors
Kentucky
$320K
LJAC
90
L.J. Altfest & Co
New York
$307K
SOADOR
91
State of Alaska Department of Revenue
Alaska
$306K -$16.8K -345 -5%
FFA
92
First Foundation Advisors
California
$306K +$1.07K +22 +0.4%
TWA
93
TCI Wealth Advisors
Arizona
$286K
OC
94
Oppenheimer & Co
New York
$224K
JMPWA
95
JP Morgan Private Wealth Advisors
California
$207K +$197K +4,050 New
CMI
96
Clare Market Investments
Texas
$205K +$194K +3,998 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$198K -$3.94K -81 -2%
O
98
OppenheimerFunds
New York
$198K +$187K +3,854 +16,757%
QI
99
QS Investors
New York
$191K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$183K -$45.5K -937 -21%

BF.A Hedge Fund Activity: Q1 2019 in Review

152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2019, worth a combined $1.04B — up 6.6% from $973M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BF.A positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Lindsell Train, adding an estimated $7.73M. The largest seller was UBS AM, cutting an estimated $10.5M.

  • 152 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2019, up from 148 in Q4 2018.
  • Funds reported $1.04B of Brown-Forman Class A stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 10 funds opened new Brown-Forman Class A positions in Q1 2019 and 6 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class A buyer in Q1 2019 was Lindsell Train, an estimated $7.73M added.
  • The largest Brown-Forman Class A seller in Q1 2019 was UBS AM, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.