We are live on ! Find out more
BF.A icon

Brown-Forman Class A

174 hedge funds and large institutions have $1.3B invested in Brown-Forman Class A in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

7% more funds holding

Funds holding: 163174 (+11)

5% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$66.4M)

0.03% more ownership

Funds ownership: 12.19%12.22% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
57
Reduced
36
Closed
5
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
O
126
Ossiam
France
$188K +$126K +2,052 +218%
SBL
127
Sargent Bickham Lagudis
Colorado
$179K
Barclays
128
Barclays
United Kingdom
$164K -$424K -6,900 -73%
KTC
129
Kistler-Tiffany Companies
Pennsylvania
$159K
Citigroup
130
Citigroup
New York
$158K -$15.4K -251 -9%
BCWM
131
Bartlett & Co Wealth Management
Ohio
$141K
B
132
Barings
North Carolina
$131K -$61.4K -1,000 -32%
BCA
133
Berman Capital Advisors
Georgia
$123K
HNB
134
Huntington National Bank
Ohio
$106K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$101K +$74.1K +1,206 +302%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$98K
BFC
137
Bedel Financial Consulting
Indiana
$94K
WTC
138
WhitTier Trust Company
Nevada
$94K
TRCT
139
Tower Research Capital (TRC)
New York
$92K -$54.6K -890 -38%
EW
140
Evoke Wealth
California
$65.6K +$61.2K +997 New
AIG
141
American International Group
New York
$65K -$2.7K -44 -4%
AIC
142
Ameritas Investment Company
Nebraska
$63K
Marshall Wace
143
Marshall Wace
United Kingdom
$59K +$57.5K +936 New
EI
144
Ellevest Inc
New York
$56K
TCOV
145
Trust Company of Vermont
Vermont
$56K
Canada Life
146
Canada Life
Manitoba, Canada
$49K +$47.9K +780 New
FIA
147
FNY Investment Advisers
New York
$43K -$11.1K -181 -21%
GWM
148
Geneos Wealth Management
Colorado
$38K
SFS
149
Sowell Financial Services
Arkansas
$35K +$2.09K +34 +7%
AWA
150
Arkadios Wealth Advisors
Georgia
$34.8K +$31.7K +516 New

BF.A Hedge Fund Activity: Q4 2019 in Review

174 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2019, worth a combined $1.3B — up 5.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BF.A positions and 5 closed out — a net gain of 13 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Lindsell Train, adding an estimated $9.95M. The largest seller was Gardner Russo & Quinn, cutting an estimated $8.75M.

  • 174 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.3B of Brown-Forman Class A stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 18 funds opened new Brown-Forman Class A positions in Q4 2019 and 5 closed out, a net change of +13 holders.
  • The largest Brown-Forman Class A buyer in Q4 2019 was Lindsell Train, an estimated $9.95M added.
  • The largest Brown-Forman Class A seller in Q4 2019 was Gardner Russo & Quinn, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2019.