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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
LJAC
101
L.J. Altfest & Co
New York
$377K
CS
102
Credit Suisse
Switzerland
$336K +$328K +5,349 New
OIWM
103
OptiFour Integrated Wealth Management
Virginia
$320K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$314K -$491 -8 -0.2%
Truist Financial
105
Truist Financial
North Carolina
$310K +$303K +4,942 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$303K +$297K +4,837 New
CMI
107
Clare Market Investments
Texas
$278K +$25.3K +412 +10%
RWRC
108
R.W. Roge & Company
New York
$266K +$260K +4,234 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$253K +$96K +1,564 +63%
GD
110
Grandfield & Dodd
New York
$239K
WB
111
WesBanco Bank
West Virginia
$237K
Creative Planning
112
Creative Planning
Kansas
$235K
QI
113
QS Investors
New York
$235K
Russell Investments Group
114
Russell Investments Group
United Kingdom
$233K +$113K +1,836 +96%
CAM
115
Cresset Asset Management
Illinois
$231K +$18.4K +300 +9%
GW
116
GW & Wade
Massachusetts
$230K
NIM
117
Northeast Investment Management
Massachusetts
$226K
Deutsche Bank
118
Deutsche Bank
Germany
$214K -$33.6K -547 -14%
BG
119
Bahl & Gaynor
Ohio
$208K +$204K +3,318 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$203K -$7.25K -118 -4%
MA
121
MCF Advisors
Kentucky
$202K
UCFA
122
United Capital Financial Advisors
Texas
$201K +$196K +3,197 New
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$196K -$3.44K -56 -2%
PC
124
Permit Capital
Pennsylvania
$188K
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$188K

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.