BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

173 hedge funds and large institutions have $1.3B invested in Brown-Forman Class A in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
57
Reduced
36
Closed
5
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
-$334K

Top Buyers

1
LT
1
Lindsell Train
United Kingdom
$156M
2
BlackRock
2
BlackRock
New York
$70.4M
3
CL
3
CSS LLC
Illinois
$2.5M
4
AA
4
Ancora Advisors
Ohio
$1.45M
5
FQ
5
First Quadrant
California
$1.87M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$235M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$22.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$14.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$8.4M
5
GF
5
Gabelli Funds
New York
$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
AlphaMark Advisors
Kentucky
$29K +$63 +1 +0.2%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$25K +$4.52K +72 +22%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
BFEC
154
Benjamin F. Edwards & Company
Missouri
$20K -$12.3K -195 -38%
ST
155
Sageworth Trust
Pennsylvania
$19K – – –
BAM
156
Barrett Asset Management
New York
$19K – – –
IBOK
157
Independence Bank of Kentucky
Kentucky
$16K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$16K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$15K – – –
ETC
160
Exchange Traded Concepts
Oklahoma
$13K +$13K +213 New
SPIA
161
Steward Partners Investment Advisory
New York
$12K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
OPS
163
Orion Portfolio Solutions
Nebraska
$10K +$10K +162 New
AAMU
164
Amundi Asset Management US
Massachusetts
$7K – – –
FHA
165
Flagship Harbor Advisors
Massachusetts
$7K +$59 +1 +0.9%
VFA
166
Valeo Financial Advisors
Indiana
$6K – – –
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
MAM
168
Meeder Asset Management
Ohio
$5K +$347 +5 +7%
MRCM
169
M&R Capital Management
New Jersey
$5K +$5K +95 New
EARNEST Partners
170
EARNEST Partners
Georgia
$3K – – –
GWS
171
Glassman Wealth Services
Virginia
$2K – – –
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$2K +$387 +6 +24%
Jane Street
173
Jane Street
New York
– -$286K -4,781 Closed
CSS
174
Cubist Systematic Strategies
Connecticut
– -$233K -3,903 Closed
AM
175
Atwater Malick
Pennsylvania
– -$78K -1,312 Closed
4 5 6
7
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