Brown-Forman Class A
BF.A
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.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
16% more funds holding
Funds holding: 81 → 94 (+13)
2.14% more ownership
Funds ownership: 47.45% → 49.59% (+2.1%)
3% more capital invested
Capital invested by funds: $1.43B → $1.47B (+$40.9M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Atlas Brown
Louisville,
Kentucky
|
+$61.6M |
| 2 |
LT
Lindsell Train
London,
United Kingdom
|
+$4.53M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$1.13M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$651K |
| 5 |
Renaissance Technologies
New York
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
-$5.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.31M |
| 3 |
Bank of New York Mellon
New York
|
-$2.32M |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$1.4M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$970K |
BF.A Hedge Fund Activity: Q4 2014 in Review
94 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2014, worth a combined $1.47B — up 2.9% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BF.A positions and 4 closed out — a net gain of 15 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Atlas Brown, adding an estimated $61.6M. The largest seller was Pitcairn, cutting an estimated $5.55M.
- 94 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2014, up from 81 in Q3 2014.
- Funds reported $1.47B of Brown-Forman Class A stock for Q4 2014, up 2.9% quarter-over-quarter.
- 19 funds opened new Brown-Forman Class A positions in Q4 2014 and 4 closed out, a net change of +15 holders.
- The largest Brown-Forman Class A buyer in Q4 2014 was Atlas Brown, an estimated $61.6M added.
- The largest Brown-Forman Class A seller in Q4 2014 was Pitcairn, an estimated $5.55M sold.
Based on aggregated 13F filings for Q4 2014.