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Brown-Forman Class A

152 hedge funds and large institutions have $1.04B invested in Brown-Forman Class A in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $973M → $1.04B (+$64.4M)

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.15% less ownership

Funds ownership: 12.14%12% (-0.15%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
47
Reduced
42
Closed
6
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$32K
GWM
127
Geneos Wealth Management
Colorado
$30K
BFEC
128
Benjamin F. Edwards & Company
Missouri
$26K +$9.57K +197 +63%
AA
129
AlphaMark Advisors
Kentucky
$23K +$22.1K +455 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$20K
Canada Life
131
Canada Life
Manitoba, Canada
$20K +$4.66K +96 +32%
LWCFA
132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
FIA
133
FNY Investment Advisers
New York
$18K +$15K +308 +684%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$16K -$34.4K -709 -69%
ST
135
Sageworth Trust
Pennsylvania
$15K -$18.6K -382 -56%
BAM
136
Barrett Asset Management
New York
$15K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$13K -$4.81K -99 -28%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.8K +37 +37%
IBOK
139
Independence Bank of Kentucky
Kentucky
$9K
FHA
140
Flagship Harbor Advisors
Massachusetts
$7K
GSWM
141
Golden State Wealth Management
California
$6K +$5.83K +120 New
ASN
142
Advisory Services Network
Georgia
$5K
VFA
143
Valeo Financial Advisors
Indiana
$5K +$4.47K +92 New
AAMU
144
Amundi Asset Management US
Massachusetts
$4K +$3.55K +73 New
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$3.73K
MIM
146
MetLife Investment Management
New Jersey
$3.58K
EARNEST Partners
147
EARNEST Partners
Georgia
$3K
Nordea Investment Management
148
Nordea Investment Management
Sweden
$3K
GWS
149
Glassman Wealth Services
Virginia
$2K +$1.02K +21 +210%
LFA
150
Legacy Financial Advisors
Kentucky
$1K

BF.A Hedge Fund Activity: Q1 2019 in Review

152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2019, worth a combined $1.04B — up 6.6% from $973M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BF.A positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Lindsell Train, adding an estimated $7.73M. The largest seller was UBS AM, cutting an estimated $10.5M.

  • 152 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2019, up from 148 in Q4 2018.
  • Funds reported $1.04B of Brown-Forman Class A stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 10 funds opened new Brown-Forman Class A positions in Q1 2019 and 6 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class A buyer in Q1 2019 was Lindsell Train, an estimated $7.73M added.
  • The largest Brown-Forman Class A seller in Q1 2019 was UBS AM, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.