BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

173 hedge funds and large institutions have $1.3B invested in Brown-Forman Class A in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
57
Reduced
36
Closed
5
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
-$334K

Top Buyers

1
LT
1
Lindsell Train
United Kingdom
$156M
2
BlackRock
2
BlackRock
New York
$70.4M
3
CL
3
CSS LLC
Illinois
$2.5M
4
AA
4
Ancora Advisors
Ohio
$1.45M
5
FQ
5
First Quadrant
California
$1.87M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$235M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$22.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$14.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$8.4M
5
GF
5
Gabelli Funds
New York
$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
101
Credit Suisse
Switzerland
$336K +$336K +5,349 New
OIWM
102
OptiFour Integrated Wealth Management
Virginia
$320K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$314K -$502 -8 -0.2%
Truist Financial
104
Truist Financial
North Carolina
$310K +$310K +4,942 New
HSBC Holdings
105
HSBC Holdings
United Kingdom
$303K +$303K +4,837 New
CMI
106
Clare Market Investments
Texas
$278K +$25.9K +412 +10%
RWRC
107
R.W. Roge & Company
New York
$266K +$266K +4,234 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$253K +$98.2K +1,564 +63%
GD
109
Grandfield & Dodd
New York
$239K – – –
WB
110
WesBanco Bank
West Virginia
$237K – – –
QI
111
QS Investors
New York
$235K – – –
Creative Planning
112
Creative Planning
Kansas
$235K – – –
Russell Investments Group
113
Russell Investments Group
United Kingdom
$233K +$114K +1,836 +96%
CAM
114
Cresset Asset Management
Illinois
$231K +$18.9K +300 +9%
GW
115
GW & Wade
Massachusetts
$230K – – –
NIM
116
Northeast Investment Management
Massachusetts
$226K – – –
Deutsche Bank
117
Deutsche Bank
Germany
$214K -$34K -547 -14%
BG
118
Bahl & Gaynor
Ohio
$208K +$208K +3,318 New
Federated Hermes
119
Federated Hermes
Pennsylvania
$203K -$7.4K -118 -4%
MA
120
MCF Advisors
Kentucky
$202K – – –
UCFA
121
United Capital Financial Advisors
Texas
$201K +$201K +3,197 New
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$196K -$3.52K -56 -2%
PC
123
Permit Capital
Pennsylvania
$188K – – –
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$188K – – –
O
125
Ossiam
France
$188K +$129K +2,052 +218%
3 4
5
6 7