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Brown-Forman Class A

190 hedge funds and large institutions have $1.41B invested in Brown-Forman Class A in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$244M)

5% more funds holding

Funds holding: 181190 (+9)

0.14% more ownership

Funds ownership: 12.03%12.17% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
45
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
126
Los Angeles Capital Management
California
$219K +$208K +3,185 New
UCFA
127
United Capital Financial Advisors
Texas
$219K +$208K +3,192 New
Ameriprise
128
Ameriprise
Minnesota
$218K +$207K +3,179 New
BCA
129
Berman Capital Advisors
Georgia
$216K +$77.6K +1,189 +61%
PAM
130
Panagora Asset Management
Massachusetts
$215K
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$214K -$5.09K -78 -2%
CAM
132
Cresset Asset Management
Illinois
$212K -$39.5K -606 -16%
CSS
133
Cubist Systematic Strategies
Connecticut
$212K +$202K +3,090 New
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$207K
PC
135
Permit Capital
Pennsylvania
$206K
SBL
136
Sargent Bickham Lagudis
Colorado
$196K
SG Americas Securities
137
SG Americas Securities
New York
$184K -$3.78K -58 -2%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$173K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$147K
CAL
140
Capital Analysts LLC
Pennsylvania
$143K
FIA
141
FNY Investment Advisers
New York
$129K +$11.7K +180 +11%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$129K +$18.7K +287 +18%
HNB
143
Huntington National Bank
Ohio
$116K
HR
144
Howe & Rusling
New York
$109K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$107K
BFC
146
Bedel Financial Consulting
Indiana
$103K
WTC
147
WhitTier Trust Company
Nevada
$103K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$97K -$390K -5,975 -81%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$78K
AIG
150
American International Group
New York
$75K -$2.94K -45 -4%

BF.A Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2020, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BF.A positions and 16 closed out — a net gain of 9 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was BBR Partners, adding an estimated $39.1M. The largest seller was Echo Street Capital Management, cutting an estimated $20.6M.

  • 190 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2020, up from 181 in Q2 2020.
  • Funds reported $1.41B of Brown-Forman Class A stock for Q3 2020, up 21% quarter-over-quarter.
  • 25 funds opened new Brown-Forman Class A positions in Q3 2020 and 16 closed out, a net change of +9 holders.
  • The largest Brown-Forman Class A buyer in Q3 2020 was BBR Partners, an estimated $39.1M added.
  • The largest Brown-Forman Class A seller in Q3 2020 was Echo Street Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2020.