Brown-Forman Class A
BF.A
84 hedge funds and large institutions have $1.48B invested in Brown-Forman Class A in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 12 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
1% more capital invested
Capital invested by funds: $1.47B → $1.48B (+$13.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.21% less ownership
Funds ownership: 49.59% → 48.38% (-1.2%)
11% less funds holding
Funds holding: 94 → 84 (-10)
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LT
Lindsell Train
London,
United Kingdom
|
+$5.82M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 3 |
Millennium Management
New York
|
+$853K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$545K |
| 5 |
Renaissance Technologies
New York
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$33.9M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$1.02M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$882K |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$882K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$697K |
BF.A Hedge Fund Activity: Q1 2015 in Review
84 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2015, worth a combined $1.48B — up 0.92% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BF.A and 4 opened new positions — a net loss of 8 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Lindsell Train, adding an estimated $5.82M. The largest seller was PNC Financial Services Group, cutting an estimated $33.9M.
- 84 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2015, down from 94 in Q4 2014.
- Funds reported $1.48B of Brown-Forman Class A stock for Q1 2015, up 0.92% quarter-over-quarter.
- 4 funds opened new Brown-Forman Class A positions in Q1 2015 and 12 closed out, a net change of -8 holders.
- The largest Brown-Forman Class A buyer in Q1 2015 was Lindsell Train, an estimated $5.82M added.
- The largest Brown-Forman Class A seller in Q1 2015 was PNC Financial Services Group, an estimated $33.9M sold.
Based on aggregated 13F filings for Q1 2015.