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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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$167K
MA
102
MCF Advisors
Kentucky
$164K
PC
103
Permit Capital
Pennsylvania
$154K
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$153K
SBL
105
Sargent Bickham Lagudis
Colorado
$146K
JP Morgan Chase
106
JP Morgan Chase
New York
$140K +$32.6K +672 +33%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$132K -$738K -15,197 -85%
RFC
108
Regions Financial Corp
Alabama
$129K
KTC
109
Kistler-Tiffany Companies
Pennsylvania
$127K
Legal & General Group
110
Legal & General Group
United Kingdom
$118K +$10.7K +220 +11%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$115K -$214K -4,400 -66%
BC
112
Bartlett & Co
Ohio
$115K -$214K -4,400 -66%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$97K +$92.5K +1,904 New
BCA
114
Berman Capital Advisors
Georgia
$87K
HNB
115
Huntington National Bank
Ohio
$86K
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$82.9K +$3.84K +79 +5%
Citigroup
117
Citigroup
New York
$82K +$28.4K +584 +57%
BFC
118
Bedel Financial Consulting
Indiana
$77K
WTC
119
WhitTier Trust Company
Nevada
$77K
Barclays
120
Barclays
United Kingdom
$74K -$116K -2,390 -62%
TRCT
121
Tower Research Capital (TRC)
New York
$71K -$199K -4,098 -75%
AIG
122
American International Group
New York
$61K -$2.04K -42 -3%
Federated Hermes
123
Federated Hermes
Pennsylvania
$55K -$3.4K -70 -6%
PCP
124
Proficio Capital Partners
Massachusetts
$54K
EI
125
Ellevest Inc
New York
$46K

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.