Brown-Forman Class A
BF.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.
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: 148 → 152 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.15% less ownership
Funds ownership: 12.14% → 12% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LT
Lindsell Train
London,
United Kingdom
|
+$7.73M |
| 2 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$3.22M |
| 3 |
BlackRock
New York
|
+$1.34M |
| 4 |
Renaissance Technologies
New York
|
+$981K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$10.5M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$7.92M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$2.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$2.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
151
Glenmede Trust
Philadelphia,
Pennsylvania
| $321 | – | – | – |
|
|
WA
152
WP Advisors
San Francisco,
California
| $220 | +$20.9K | +430 | New |
|
|
IA
153
IFP Advisors
Tampa,
Florida
| – | -$721K | -15,346 | Closed |
|
|
IDBONY
154
Israel Discount Bank of New York
New York
| – | -$507K | -10,692 | Closed |
|
|
PWM
155
PRW Wealth Management
Quincy,
Massachusetts
| – | -$127K | -2,690 | Closed |
|
156
Public Employees Retirement Association of Colorado
Denver,
Colorado
| – | -$89K | -1,873 | Closed |
|
|
TFA
157
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$34K | -708 | Closed |
|
|
FTI
158
Fiduciary Trust International
Lincoln,
Massachusetts
| – | -$11K | -230 | Closed |
|
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.