Brown-Forman Class A
BF.A
113 hedge funds and large institutions have $1.72B invested in Brown-Forman Class A in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 2 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 2
35% more funds holding
Funds holding: 84 → 113 (+29)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $1.48B → $1.72B (+$237M)
2.84% less ownership
Funds ownership: 48.38% → 45.54% (-2.8%)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$21.1M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$18.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$5.05M |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Atlas Brown
Louisville,
Kentucky
|
-$168M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$8.83M |
| 3 |
Renaissance Technologies
New York
|
-$1.39M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$520K |
BF.A Hedge Fund Activity: Q2 2015 in Review
113 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2015, worth a combined $1.72B — up 16% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BF.A positions and 2 closed out — a net gain of 30 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $21.1M. The largest seller was Atlas Brown, cutting an estimated $168M.
- 113 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2015, up from 84 in Q1 2015.
- Funds reported $1.72B of Brown-Forman Class A stock for Q2 2015, up 16% quarter-over-quarter.
- 32 funds opened new Brown-Forman Class A positions in Q2 2015 and 2 closed out, a net change of +30 holders.
- The largest Brown-Forman Class A buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $21.1M added.
- The largest Brown-Forman Class A seller in Q2 2015 was Atlas Brown, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2015.