We are live on ! Find out more
BF.A icon

Brown-Forman Class A

174 hedge funds and large institutions have $1.3B invested in Brown-Forman Class A in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

7% more funds holding

Funds holding: 163174 (+11)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.4M)

0.03% more ownership

Funds ownership: 12.19%12.22% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
57
Reduced
36
Closed
5
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$825K
EB
77
Eastern Bank
Massachusetts
$709K -$231K -3,766 -25%
JP Morgan Chase
78
JP Morgan Chase
New York
$692K +$574K +9,346 +556%
Treasurer of the State of North Carolina
79
Treasurer of the State of North Carolina
North Carolina
$684K +$6.14K +100 +0.9%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$683K -$45.3K -737 -6%
RWA
81
Ropes Wealth Advisors
Massachusetts
$673K
Legal & General Group
82
Legal & General Group
United Kingdom
$608K +$150K +2,443 +34%
HighTower Advisors
83
HighTower Advisors
Illinois
$603K +$61 +1 +0%
EHC
84
Everett Harris & Co
California
$564K -$8.23K -134 -1%
M&T Bank
85
M&T Bank
New York
$559K +$299K +4,874 +143%
SRAM
86
Stone Ridge Asset Management
New York
$552K +$34.5K +562 +7%
UBS AM
87
UBS AM
Illinois
$548K +$145K +2,363 +37%
DWA
88
Douglass Winthrop Advisors
New York
$544K
JG
89
Jefferies Group
New York
$525K +$282K +4,590 +121%
RIM
90
Regent Investment Management
Kentucky
$522K
BBHC
91
Brown Brothers Harriman & Co
New York
$505K
CTI
92
Community Trust & Investment
Kentucky
$493K
ATC
93
Argent Trust Co
Tennessee
$485K
CT
94
Caldwell Trust
Florida
$459K +$449K +7,305 New
AB
95
Amalgamated Bank
New York
$451K -$27.1K -442 -6%
LFA
96
Landmark Financial Advisors
Kentucky
$404K
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$401K
GT
98
Glenmede Trust
Pennsylvania
$395K
Principal Financial Group
99
Principal Financial Group
Iowa
$382K -$1.23K -20 -0.3%
FFA
100
First Foundation Advisors
California
$379K +$1.04K +17 +0.3%

BF.A Hedge Fund Activity: Q4 2019 in Review

174 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2019, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BF.A positions and 5 closed out — a net gain of 13 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Lindsell Train, adding an estimated $9.95M. The largest seller was Gardner Russo & Quinn, cutting an estimated $8.75M.

  • 174 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.3B of Brown-Forman Class A stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 18 funds opened new Brown-Forman Class A positions in Q4 2019 and 5 closed out, a net change of +13 holders.
  • The largest Brown-Forman Class A buyer in Q4 2019 was Lindsell Train, an estimated $9.95M added.
  • The largest Brown-Forman Class A seller in Q4 2019 was Gardner Russo & Quinn, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2019.