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Brown-Forman Class A

192 hedge funds and large institutions have $1.33B invested in Brown-Forman Class A in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.24% less ownership

Funds ownership: 12.57%12.33% (-0.24%)

5% less funds holding

Funds holding: 203192 (-11)

15% less capital invested

Capital invested by funds: $1.56B → $1.33B (-$234M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 73

Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
45
Reduced
73
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Ritholtz Wealth Management
New York
$214K
Ameriprise
127
Ameriprise
Minnesota
$210K +$3.82K +56 +2%
NIM
128
Northeast Investment Management
Massachusetts
$209K -$5.93K -87 -3%
MA
129
MCF Advisors
Kentucky
$205K
PC
130
Permit Capital
Pennsylvania
$200K
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$191K
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$186K -$8.18K -120 -4%
SBL
133
Sargent Bickham Lagudis
Colorado
$181K
JP Morgan Chase
134
JP Morgan Chase
New York
$173K +$144K +2,112 +356%
O
135
Ossiam
France
$170K -$332K -4,874 -65%
BCA
136
Berman Capital Advisors
Georgia
$166K -$36.1K -529 -17%
KTC
137
Kistler-Tiffany Companies
Pennsylvania
$161K
FF
138
FourThought Financial
Florida
$154K
CAL
139
Capital Analysts LLC
Pennsylvania
$138K +$6.82K +100 +5%
QI
140
QS Investors
New York
$131K
HNB
141
Huntington National Bank
Ohio
$107K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$98K -$17.1K -251 -14%
BFC
143
Bedel Financial Consulting
Indiana
$96K
WTC
144
WhitTier Trust Company
Nevada
$96K
Vontobel Holding
145
Vontobel Holding
Switzerland
$64K +$68.2K +1,000 New
AIC
146
Ameritas Investment Company
Nebraska
$63.7K +$68.2K +1,000 New
TRCT
147
Tower Research Capital (TRC)
New York
$60K -$406K -5,956 -86%
TCOV
148
Trust Company of Vermont
Vermont
$57K
HR
149
Howe & Rusling
New York
$51K -$54.3K -796 -50%
AAMU
150
Amundi Asset Management US
Massachusetts
$46K

BF.A Hedge Fund Activity: Q1 2021 in Review

192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2021, worth a combined $1.33B — down 15% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BF.A and 18 opened new positions — a net loss of 10 holders — while 73 trimmed existing stakes and 45 added.

The largest buyer was Vanguard Group, adding an estimated $5.36M. The largest seller was BBR Partners, cutting an estimated $6.82M.

  • 192 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2021, down from 203 in Q4 2020.
  • Funds reported $1.33B of Brown-Forman Class A stock for Q1 2021, down 15% quarter-over-quarter.
  • 18 funds opened new Brown-Forman Class A positions in Q1 2021 and 28 closed out, a net change of -10 holders.
  • The largest Brown-Forman Class A buyer in Q1 2021 was Vanguard Group, an estimated $5.36M added.
  • The largest Brown-Forman Class A seller in Q1 2021 was BBR Partners, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2021.