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Brown-Forman Class A
BF.A

75 hedge funds and large institutions have $1.23B invested in Brown-Forman Class A in 2013 Q2 according to their latest regulatory filings, with 75 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.84% more ownership

Funds ownership: 0% → 53.84% (+54%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
75
Holders Change
+75
Holders Change %
–
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
75
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1
BBR Partners
New York
$244M +$257M +9,010,933 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$238M +$251M +8,778,748 New
AB
3
Atlas Brown
Kentucky
$206M +$217M +7,595,573 New
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$191M +$202M +7,067,375 New
P
5
Pitcairn
Pennsylvania
$104M +$110M +3,833,350 New
GI
6
GAMCO Investors
Connecticut
$61.4M +$64.9M +2,270,510 New
GF
7
Gabelli Funds
New York
$57.4M +$60.6M +2,120,358 New
MG
8
Markel Group
Virginia
$28.8M +$30.4M +1,064,100 New
LT
9
Lindsell Train
United Kingdom
$28M +$29.6M +1,037,545 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$7.75M +$8.19M +286,448 New
HIC
11
Harvey Investment Company
Kentucky
$5.37M +$5.67M +198,308 New
HFS
12
HL Financial Services
Kentucky
$4.84M +$5.11M +178,738 New
Renaissance Technologies
13
Renaissance Technologies
New York
$4.56M +$4.81M +168,375 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$4.15M +$4.38M +153,270 New
SYBT
15
Stock Yards Bank & Trust
Kentucky
$3.43M +$3.62M +126,850 New
Bank of America
16
Bank of America
North Carolina
$3.05M +$3.22M +112,675 New
Brown Advisory
17
Brown Advisory
Maryland
$2.8M +$2.96M +103,423 New
V
18
Veritable
Delaware
$2.51M +$2.65M +92,753 New
Goldman Sachs
19
Goldman Sachs
New York
$2.43M +$2.57M +89,780 New
US Bancorp
20
US Bancorp
Minnesota
$2.28M +$2.41M +84,320 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.24M +$2.37M +82,780 New
Wells Fargo
22
Wells Fargo
California
$2.13M +$2.25M +78,658 New
SC
23
Schulhoff & Co
Ohio
$1.7M +$1.8M +62,925 New
State Street
24
State Street
Massachusetts
$1.62M +$1.71M +60,015 New
TTWM
25
TCV Trust & Wealth Management
Virginia
$1.54M +$1.62M +56,750 New
1
2 3

BF.A Hedge Fund Activity: Q2 2013 in Review

75 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2013, worth a combined $1.23B.

Buyers outnumbered sellers: 75 funds opened new BF.A positions and 0 closed out — a net gain of 75 holders — while 0 added to existing stakes and 0 trimmed.

  • 75 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.23B of Brown-Forman Class A stock for Q2 2013.
  • 75 funds opened new Brown-Forman Class A positions in Q2 2013 and 0 closed out, a net change of +75 holders.

Based on aggregated 13F filings for Q2 2013.