BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

94 hedge funds and large institutions have $1.47B invested in Brown-Forman Class A in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
19
Increased
21
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AB
1
Atlas Brown
Kentucky
$220M
2
GT
2
Glenview Trust
Kentucky
$6.07M
3
LT
3
Lindsell Train
United Kingdom
$47.1M
4
CPO
4
Cerity Partners OCIO
New York
$1.11M
5
B
5
Baird
Wisconsin
$637K

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$130M
2
Bank of America
2
Bank of America
North Carolina
$2.21M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$506K
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$247M
5
GI
5
GAMCO Investors
Connecticut
$76M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
1
BBR Partners
New York
$381M 4,336,306 – –
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$247M 2,816,975 -15,583 -0.6%
AB
3
Atlas Brown
Kentucky
$220M 2,511,377 +686,937 +38%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$154M 1,756,104 -1,118 -0.1%
P
5
Pitcairn
Pennsylvania
$130M 1,478,371 -61,959 -4%
GI
6
GAMCO Investors
Connecticut
$76M 866,131 -10,822 -1%
GF
7
Gabelli Funds
New York
$74.9M 853,783 +41 +0%
LT
8
Lindsell Train
United Kingdom
$47.1M 536,718 +50,500 +10%
MG
9
Markel Group
Virginia
$37M 421,500 – –
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$12.6M 137,100 +1,600 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$8.31M 94,650 +5,400 +6%
HIC
12
Harvey Investment Company
Kentucky
$6.71M 76,406 -1,017 -1%
HFS
13
HL Financial Services
Kentucky
$6.26M 71,372 +1,443 +2%
GT
14
Glenview Trust
Kentucky
$6.07M 69,134 +69,134 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.71M 65,095 +959 +1%
SYBT
16
Stock Yards Bank & Trust
Kentucky
$4.16M 47,364 -2,587 -5%
Brown Advisory
17
Brown Advisory
Maryland
$3.63M 41,369 – –
V
18
Veritable
Delaware
$3.06M 34,847 +250 +0.7%
US Bancorp
19
US Bancorp
Minnesota
$2.55M 29,078 – –
FBT
20
First Bankers Trust
Kentucky
$2.38M 27,098 +358 +1%
Morgan Stanley
21
Morgan Stanley
New York
$2.37M 26,954 +5,083 +23%
Bank of America
22
Bank of America
North Carolina
$2.21M 25,128 -36,937 -60%
Wells Fargo
23
Wells Fargo
California
$2.15M 24,499 -7,047 -22%
TTWM
24
TCV Trust & Wealth Management
Virginia
$1.99M 22,700 – –
SC
25
Schulhoff & Co
Ohio
$1.99M 22,650 -1,050 -4%
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