Brown-Forman Class A
BF.A
149 hedge funds and large institutions have $1.38B invested in Brown-Forman Class A in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 127 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 150 → 149 (-1)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
3.79% less ownership
Funds ownership: 19.06% → 15.27% (-3.8%)
21% less capital invested
Capital invested by funds: $1.74B → $1.38B (-$360M)
92% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$2.68M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$2.42M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$1.34M |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$1.02M |
| 5 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Atlas Brown
Louisville,
Kentucky
|
-$67.3M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$58.1M |
| 3 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
-$38.3M |
| 4 |
BP
BBR Partners
New York
|
-$34M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$21M |
BF.A Hedge Fund Activity: Q1 2018 in Review
149 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2018, worth a combined $1.38B — down 21% from $1.74B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BF.A and 12 opened new positions — a net loss of 1 holder — while 127 trimmed existing stakes and 10 added.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $2.68M. The largest seller was Atlas Brown, cutting an estimated $67.3M.
- 149 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2018, down from 150 in Q4 2017.
- Funds reported $1.38B of Brown-Forman Class A stock for Q1 2018, down 21% quarter-over-quarter.
- 12 funds opened new Brown-Forman Class A positions in Q1 2018 and 13 closed out, a net change of -1 holder.
- The largest Brown-Forman Class A buyer in Q1 2018 was Janus Henderson Group, an estimated $2.68M added.
- The largest Brown-Forman Class A seller in Q1 2018 was Atlas Brown, an estimated $67.3M sold.
Based on aggregated 13F filings for Q1 2018.