Brown-Forman Class A
BF.A
196 hedge funds and large institutions have $1.21B invested in Brown-Forman Class A in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 19 closing their positions.
264% more call options, than puts
Call options by funds: $422K | Put options by funds: $116K
14% more capital invested
Capital invested by funds: $1.06B → $1.21B (+$148M)
0.88% more ownership
Funds ownership: 9.59% → 10.47% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 198 → 196 (-2)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
12% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.7M |
| 2 |
Jane Street
New York
|
+$14.2M |
| 3 |
Cerity Partners
New York
|
+$12.2M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$7.61M |
| 5 |
BlackRock
New York
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$3.18M |
| 2 |
SO
STRS Ohio
Columbus,
Ohio
|
-$1.75M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$1.63M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$1.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$819K |
BF.A Hedge Fund Activity: Q2 2023 in Review
196 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2023, worth a combined $1.21B — up 14% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BF.A and 17 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 53 added.
The largest buyer was Vanguard Group, adding an estimated $49.7M. The largest seller was Gardner Russo & Quinn, cutting an estimated $3.18M.
- 196 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2023, down from 198 in Q1 2023.
- Funds reported $1.21B of Brown-Forman Class A stock for Q2 2023, up 14% quarter-over-quarter.
- 17 funds opened new Brown-Forman Class A positions in Q2 2023 and 19 closed out, a net change of -2 holders.
- The largest Brown-Forman Class A buyer in Q2 2023 was Vanguard Group, an estimated $49.7M added.
- The largest Brown-Forman Class A seller in Q2 2023 was Gardner Russo & Quinn, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2023.