Brown-Forman Class A
BF.A
77 hedge funds and large institutions have $1.44B invested in Brown-Forman Class A in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
47% more capital inflows, than outflows
Capital inflows: $8.56M | Capital outflows: $5.82M
3% more funds holding
Funds holding: 75 → 77 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.03% less ownership
Funds ownership: 19.23% → 19.2% (-0.03%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Atlas Brown
Louisville,
Kentucky
|
+$1.08M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
+$1.02M |
| 3 |
Aperio Group
Sausalito,
California
|
+$992K |
| 4 |
Lindsell Train
London,
United Kingdom
|
+$810K |
| 5 |
Millennium Management
New York
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMCO Investors
Greenwich,
Connecticut
|
-$919K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$703K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$559K |
| 4 |
Renaissance Technologies
New York
|
-$476K |
| 5 |
BBR Partners
New York
|
-$405K |
BF.A Hedge Fund Activity: Q1 2014 in Review
77 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2014, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BF.A positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Atlas Brown, adding an estimated $1.08M. The largest seller was GAMCO Investors, cutting an estimated $919K.
- 77 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2014, up from 75 in Q4 2013.
- Funds reported $1.44B of Brown-Forman Class A stock for Q1 2014, up 20% quarter-over-quarter.
- 9 funds opened new Brown-Forman Class A positions in Q1 2014 and 6 closed out, a net change of +3 holders.
- The largest Brown-Forman Class A buyer in Q1 2014 was Atlas Brown, an estimated $1.08M added.
- The largest Brown-Forman Class A seller in Q1 2014 was GAMCO Investors, an estimated $919K sold.
Based on aggregated 13F filings for Q1 2014.