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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
VFA
151
Valeo Financial Advisors
Indiana
$28K
GG
152
Gleason Group
Kentucky
$28K +$58 +1 +0.2%
ECM
153
ExodusPoint Capital Management
New York
$28K +$9.8K +168 +52%
AA
154
AlphaMark Advisors
Kentucky
$27K +$117 +2 +0.4%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$26K
KPW
156
Kore Private Wealth
New York
$25K +$26.3K +450 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$23K
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
BAM
159
Barrett Asset Management
New York
$17K
ST
160
Sageworth Trust
Pennsylvania
$17K
OPS
161
Orion Portfolio Solutions
Nebraska
$15K -$1.81K -31 -11%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$15K
IBOK
163
Independence Bank of Kentucky
Kentucky
$14K
AAMU
164
Amundi Asset Management US
Massachusetts
$13K +$6.54K +112 +97%
PO
165
Private Ocean
California
$12K +$11.4K +195 New
PP
166
Paloma Partners
Connecticut
$12K +$11.7K +200 New
MAM
167
Meeder Asset Management
Ohio
$10K -$1.81K -31 -15%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$10K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$7K +$4.43K +76 +141%
FHA
170
Flagship Harbor Advisors
Massachusetts
$6K
TRCT
171
Tower Research Capital (TRC)
New York
$6K +$5.95K +102 New
MRCM
172
M&R Capital Management
New Jersey
$5K
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$4K
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$3K -$14.1K -241 -81%
EARNEST Partners
175
EARNEST Partners
Georgia
$3K

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.