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Brown-Forman Class A

125 hedge funds and large institutions have $1.15B invested in Brown-Forman Class A in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding

Funds holding: 125125 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.95% less ownership

Funds ownership: 19.3%18.35% (-0.95%)

11% less capital invested

Capital invested by funds: $1.3B → $1.15B (-$145M)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
32
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change

BF.A Hedge Fund Activity: Q4 2016 in Review

125 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2016, worth a combined $1.15B — down 11% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BF.A positions and 8 closed out — a net gain of 3 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $5.28M. The largest seller was PNC Financial Services Group, cutting an estimated $38.2M.

  • 125 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $1.15B of Brown-Forman Class A stock for Q4 2016, down 11% quarter-over-quarter.
  • 11 funds opened new Brown-Forman Class A positions in Q4 2016 and 8 closed out, a net change of +3 holders.
  • The largest Brown-Forman Class A buyer in Q4 2016 was Jarislowsky, Fraser Ltd, an estimated $5.28M added.
  • The largest Brown-Forman Class A seller in Q4 2016 was PNC Financial Services Group, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2016.