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Brown-Forman Class A

181 hedge funds and large institutions have $1.17B invested in Brown-Forman Class A in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $1.05B → $1.17B (+$120M)

8% more funds holding

Funds holding: 167181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.07% less ownership

Funds ownership: 12.1%12.03% (-0.07%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
181
Holders Change
+14
Holders Change %
+8.38%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
46
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Circle Wealth Management
New Jersey
$352K
LFA
102
Landmark Financial Advisors
Kentucky
$349K
LJAC
103
L.J. Altfest & Co
New York
$345K
GT
104
Glenmede Trust
Pennsylvania
$344K -$17.5K -300 -5%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$342K -$11.1K -190 -3%
CMI
106
Clare Market Investments
Texas
$325K +$100K +1,716 +44%
Invesco
107
Invesco
Georgia
$304K -$2.33K -40 -0.8%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$291K +$817 +14 +0.3%
O
109
Ossiam
France
$288K +$49.4K +847 +20%
DTL
110
Dynamic Technology Lab
Singapore
$268K +$272K +4,656 New
Barclays
111
Barclays
United Kingdom
$246K +$119K +2,035 +91%
X
112
Xponance
Pennsylvania
$236K +$239K +4,094 New
Nomura Holdings
113
Nomura Holdings
Japan
$229K +$233K +4,000 New
GD
114
Grandfield & Dodd
New York
$220K +$223K +3,814 New
WB
115
WesBanco Bank
West Virginia
$217K +$220K +3,775 New
CAM
116
Cresset Asset Management
Illinois
$212K +$214K +3,674 New
GW
117
GW & Wade
Massachusetts
$211K +$214K +3,664 New
NIM
118
Northeast Investment Management
Massachusetts
$207K +$210K +3,600 New
MA
119
MCF Advisors
Kentucky
$185K
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$184K +$9.45K +162 +5%
Citigroup
121
Citigroup
New York
$183K -$5.78K -99 -3%
PAM
122
Panagora Asset Management
Massachusetts
$181K +$183K +3,136 New
PC
123
Permit Capital
Pennsylvania
$178K
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$173K
SBL
125
Sargent Bickham Lagudis
Colorado
$164K

BF.A Hedge Fund Activity: Q2 2020 in Review

181 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2020, worth a combined $1.17B — up 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BF.A positions and 11 closed out — a net gain of 14 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Lindsell Train, adding an estimated $9.55M. The largest seller was Gardner Russo & Quinn, cutting an estimated $13.9M.

  • 181 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2020, up from 167 in Q1 2020.
  • Funds reported $1.17B of Brown-Forman Class A stock for Q2 2020, up 11% quarter-over-quarter.
  • 25 funds opened new Brown-Forman Class A positions in Q2 2020 and 11 closed out, a net change of +14 holders.
  • The largest Brown-Forman Class A buyer in Q2 2020 was Lindsell Train, an estimated $9.55M added.
  • The largest Brown-Forman Class A seller in Q2 2020 was Gardner Russo & Quinn, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2020.