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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
SG Americas Securities
126
SG Americas Securities
New York
$157K +$43.1K +738 +37%
KTC
127
Kistler-Tiffany Companies
Pennsylvania
$145K
QI
128
QS Investors
New York
$129K -$87.5K -1,500 -40%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$123K
CAL
130
Capital Analysts LLC
Pennsylvania
$120K
BCA
131
Berman Capital Advisors
Georgia
$112K -$34K -583 -23%
BC
132
Bartlett & Co
Ohio
$104K -$26.3K -450 -20%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$104K -$26.3K -450 -20%
HNB
134
Huntington National Bank
Ohio
$97K
FIA
135
FNY Investment Advisers
New York
$97K +$92.8K +1,590 +1,445%
HR
136
Howe & Rusling
New York
$92K
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$91.2K -$5.66K -97 -6%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$90K
BFC
139
Bedel Financial Consulting
Indiana
$86K
WTC
140
WhitTier Trust Company
Nevada
$86K
AIG
141
American International Group
New York
$66K +$7.64K +131 +13%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$65K
TCOV
143
Trust Company of Vermont
Vermont
$52K
EI
144
Ellevest Inc
New York
$52K +$408 +7 +0.8%
Canada Life
145
Canada Life
Manitoba, Canada
$47K +$6.48K +111 +16%
PAG
146
Private Advisor Group
New Jersey
$34K +$34.7K +595 New
GWM
147
Geneos Wealth Management
Colorado
$33K
CAN
148
Cetera Advisor Networks
California
$33K +$33.1K +568 New
AWA
149
Arkadios Wealth Advisors
Georgia
$31.3K
SFS
150
Sowell Financial Services
Arkansas
$28K -$2.22K -38 -7%

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.