Brown-Forman Class A
BF.A
203 hedge funds and large institutions have $1.56B invested in Brown-Forman Class A in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
15% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 52
10% more capital invested
Capital invested by funds: $1.41B → $1.56B (+$148M)
7% more funds holding
Funds holding: 190 → 203 (+13)
0.4% more ownership
Funds ownership: 12.17% → 12.57% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.4M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$11.6M |
| 3 |
LT
Lindsell Train
London,
United Kingdom
|
+$5.82M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$5.42M |
| 5 |
Morgan Stanley
New York
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$16.9M |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
-$5.16M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$4.36M |
| 4 |
Bank of New York Mellon
New York
|
-$3.38M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$1.78M |
BF.A Hedge Fund Activity: Q4 2020 in Review
203 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2020, worth a combined $1.56B — up 10% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BF.A positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 52 trimmed.
The largest buyer was Vanguard Group, adding an estimated $30.4M. The largest seller was Gardner Russo & Quinn, cutting an estimated $16.9M.
- 203 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2020, up from 190 in Q3 2020.
- Funds reported $1.56B of Brown-Forman Class A stock for Q4 2020, up 10% quarter-over-quarter.
- 29 funds opened new Brown-Forman Class A positions in Q4 2020 and 14 closed out, a net change of +15 holders.
- The largest Brown-Forman Class A buyer in Q4 2020 was Vanguard Group, an estimated $30.4M added.
- The largest Brown-Forman Class A seller in Q4 2020 was Gardner Russo & Quinn, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2020.