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Brown-Forman Class A
BF.A

150 hedge funds and large institutions have $1.74B invested in Brown-Forman Class A in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $1.44B → $1.74B (+$299M)

19% more funds holding

Funds holding: 126 → 150 (+24)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.02% less ownership

Funds ownership: 19.08% → 19.06% (-0.02%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
32
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MME
Meag Munich Ergo
Germany
+$3.42M
2
KPF
K2 Principal Fund
Ontario, Canada
+$2.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M
4
Morgan Stanley
Morgan Stanley
New York
+$1.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$6.92M
2
GI
GAMCO Investors
Connecticut
-$5.46M
3
PPA
Parametric Portfolio Associates
Washington
-$895K
4
IA
IFP Advisors
Florida
-$858K
5
GF
Gabelli Funds
New York
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRAM
101
Stone Ridge Asset Management
New York
$269K +$239K +4,998 New
Deutsche Bank
102
Deutsche Bank
Germany
$265K -$37.1K -775 -14%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$263K -$2.34K -49 -1%
WB
104
WesBanco Bank
West Virginia
$252K +$224K +4,688 New
NIM
105
Northeast Investment Management
Massachusetts
$251K – – –
QI
106
QS Investors
New York
$251K +$25.5K +534 +13%
GW
107
GW & Wade
Massachusetts
$246K – – –
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$234K -$83.7K -1,750 -29%
BG
109
Bahl & Gaynor
Ohio
$223K +$198K +4,148 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$219K – – –
MA
111
MCF Advisors
Kentucky
$216K – – –
SB
112
Suntrust Banks
Georgia
$209K +$186K +3,893 New
PC
113
Permit Capital
Pennsylvania
$202K – – –
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$202K – – –
SG Americas Securities
115
SG Americas Securities
New York
$200K +$22K +460 +14%
SBL
116
Sargent Bickham Lagudis
Colorado
$192K – – –
RFC
117
Regions Financial Corp
Alabama
$169K +$150K +3,143 New
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$167K – – –
PWM
119
Perigon Wealth Management
California
$143K – – –
Barclays
120
Barclays
United Kingdom
$141K +$6.98K +146 +6%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$138K +$20.7K +432 +20%
HNB
122
Huntington National Bank
Ohio
$114K – – –
PAM
123
Panagora Asset Management
Massachusetts
$101K +$89.8K +1,878 New
AIG
124
American International Group
New York
$86K +$76.3K +1,595 New
Bessemer Group
125
Bessemer Group
New Jersey
$79K – – –
3 4
5
6 7

BF.A Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2017, worth a combined $1.74B — up 21% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BF.A positions and 4 closed out — a net gain of 24 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Meag Munich Ergo, opening a new position worth an estimated $3.42M. The largest seller was Gardner Russo & Quinn, cutting an estimated $6.92M.

  • 150 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $1.74B of Brown-Forman Class A stock for Q4 2017, up 21% quarter-over-quarter.
  • 28 funds opened new Brown-Forman Class A positions in Q4 2017 and 4 closed out, a net change of +24 holders.
  • The largest Brown-Forman Class A buyer in Q4 2017 was Meag Munich Ergo, an estimated $3.42M added.
  • The largest Brown-Forman Class A seller in Q4 2017 was Gardner Russo & Quinn, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.