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Brown-Forman Class A

125 hedge funds and large institutions have $1.45B invested in Brown-Forman Class A in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 123125 (+2)

1% more capital invested

Capital invested by funds: $1.43B → $1.45B (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.15% less ownership

Funds ownership: 39.8%39.65% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
34
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
BBR Partners
New York
$278M -$9.38M -225,000 -3%
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$260M -$3.44M -82,542 -1%
P
3
Pitcairn
Pennsylvania
$155M -$4.79M -114,875 -3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$96M -$8.55M -205,115 -8%
AB
5
Atlas Brown
Kentucky
$90.4M +$732K +17,565 +0.8%
GF
6
Gabelli Funds
New York
$89.2M -$1.2M -28,750 -1%
GI
7
GAMCO Investors
Connecticut
$78M -$3.39M -81,182 -4%
LT
8
Lindsell Train
United Kingdom
$67.8M
MG
9
Markel Group
Virginia
$45.5M
BFA
10
BlackRock Fund Advisors
California
$27.4M +$1.06M +25,485 +4%
BIT
11
BlackRock Institutional Trust
California
$23.2M +$907K +21,762 +4%
State Board of Administration of Florida Retirement System
12
State Board of Administration of Florida Retirement System
Florida
$22.1M +$22.5M +539,063 +4,406%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$15.8M +$4.1M +98,355 +37%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$14.5M -$1.57M -37,750 -10%
State Street
15
State Street
Massachusetts
$14.1M -$131K -3,145 -1%
Renaissance Technologies
16
Renaissance Technologies
New York
$10.3M +$813K +19,500 +9%
HFS
17
HL Financial Services
Kentucky
$10.2M +$120K +2,887 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.57M +$646K +15,485 +8%
JHIU
19
Janus Henderson Investors US
Colorado
$9.15M -$2.22M -53,250 -20%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$8.04M +$105K +2,523 +1%
TCIM
21
TIAA CREF Investment Management
New York
$8.03M +$20.6K +493 +0.3%
Northern Trust
22
Northern Trust
Illinois
$6.64M -$28.7K -688 -0.4%
HIC
23
Harvey Investment Company
Kentucky
$6.34M -$342K -8,200 -5%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$6.22M -$67.9K -1,628 -1%
SYBT
25
Stock Yards Bank & Trust
Kentucky
$5.32M -$28.5K -683 -0.6%

BF.A Hedge Fund Activity: Q2 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2016, worth a combined $1.45B — up 0.98% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BF.A positions and 6 closed out — a net gain of 3 holders — while 34 added to existing stakes and 37 trimmed.

The largest buyer was State Board of Administration of Florida Retirement System, adding an estimated $22.5M. The largest seller was BBR Partners, cutting an estimated $9.38M.

  • 125 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2016, up from 123 in Q1 2016.
  • Funds reported $1.45B of Brown-Forman Class A stock for Q2 2016, up 0.98% quarter-over-quarter.
  • 9 funds opened new Brown-Forman Class A positions in Q2 2016 and 6 closed out, a net change of +3 holders.
  • The largest Brown-Forman Class A buyer in Q2 2016 was State Board of Administration of Florida Retirement System, an estimated $22.5M added.
  • The largest Brown-Forman Class A seller in Q2 2016 was BBR Partners, an estimated $9.38M sold.

Based on aggregated 13F filings for Q2 2016.