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Brown-Forman Class A
BF.A

150 hedge funds and large institutions have $1.74B invested in Brown-Forman Class A in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $1.44B → $1.74B (+$299M)

19% more funds holding

Funds holding: 126 → 150 (+24)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.02% less ownership

Funds ownership: 19.08% → 19.06% (-0.02%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
32
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MME
Meag Munich Ergo
Germany
+$3.42M
2
KPF
K2 Principal Fund
Ontario, Canada
+$2.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M
4
Morgan Stanley
Morgan Stanley
New York
+$1.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$6.92M
2
GI
GAMCO Investors
Connecticut
-$5.46M
3
PPA
Parametric Portfolio Associates
Washington
-$895K
4
IA
IFP Advisors
Florida
-$858K
5
GF
Gabelli Funds
New York
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$72K -$34.4K -720 -35%
PCP
127
Proficio Capital Partners
Massachusetts
$71K – – –
SWP
128
Stratos Wealth Partners
Ohio
$48K +$42.6K +891 New
SEI Investments
129
SEI Investments
Pennsylvania
$43K – – –
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K – – –
PFA
131
Pathway Financial Advisors
Vermont
$42K +$37.3K +780 New
GWM
132
Geneos Wealth Management
Colorado
$40K – – –
FPF
133
FNY Partners Fund
New York
$33K +$29.9K +625 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
AA
135
AlphaMark Advisors
Kentucky
$27K +$48 +1 +0.2%
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
BAM
137
Barrett Asset Management
New York
$20K -$27.5K -575 -61%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$20K +$48 +1 +0.3%
SPIA
139
Steward Partners Investment Advisory
New York
$13K +$12K +250 New
O
140
OppenheimerFunds
New York
$12K +$10.9K +228 New
BCM
141
Blume Capital Management
California
$7K -$2.96K -62 -31%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$5K +$4.78K +100 New
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$4.91K – – –
EARNEST Partners
144
EARNEST Partners
Georgia
$4K +$3.3K +69 New
MSA
145
Marino Stram & Associates
Massachusetts
$2K +$1.82K +38 New
DCM
146
Delpha Capital Management
New York
$1K +$909 +19 New
IA
147
IFP Advisors
Florida
– -$858K -19,251 Closed
Millennium Management
148
Millennium Management
New York
– -$234K -5,256 Closed
Citadel Advisors
149
Citadel Advisors
Florida
– -$203K -4,548 Closed
KIG
150
Kessler Investment Group
Indiana
– -$2K -39 Closed
3 4 5
6
7

BF.A Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2017, worth a combined $1.74B — up 21% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BF.A positions and 4 closed out — a net gain of 24 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Meag Munich Ergo, opening a new position worth an estimated $3.42M. The largest seller was Gardner Russo & Quinn, cutting an estimated $6.92M.

  • 150 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $1.74B of Brown-Forman Class A stock for Q4 2017, up 21% quarter-over-quarter.
  • 28 funds opened new Brown-Forman Class A positions in Q4 2017 and 4 closed out, a net change of +24 holders.
  • The largest Brown-Forman Class A buyer in Q4 2017 was Meag Munich Ergo, an estimated $3.42M added.
  • The largest Brown-Forman Class A seller in Q4 2017 was Gardner Russo & Quinn, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.