Brown-Forman Class A
BF.A
207 hedge funds and large institutions have $1.24B invested in Brown-Forman Class A in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
7% more funds holding
Funds holding: 193 → 207 (+14)
0% more call options, than puts
Call options by funds: $264K | Put options by funds: $264K
3% less capital invested
Capital invested by funds: $1.28B → $1.24B (-$44.4M)
1.3% less ownership
Funds ownership: 12.08% → 10.78% (-1.3%)
23% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 65
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$6.09M |
| 2 |
PI
PineBridge Investments
New York
|
+$5.83M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.27M |
| 4 |
LT
Lindsell Train
London,
United Kingdom
|
+$5.23M |
| 5 |
BlackRock
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
BBR Partners
New York
|
-$145M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$14.2M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$4.67M |
| 4 |
HF
HRT Financial
New York
|
-$2.43M |
| 5 |
E
Ergoteles
New York
|
-$1.85M |
BF.A Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2021, worth a combined $1.24B — down 3.5% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BF.A positions and 17 closed out — a net gain of 15 holders — while 50 added to existing stakes and 65 trimmed.
The largest buyer was Glenview Trust, adding an estimated $6.09M. The largest seller was BBR Partners, exiting entirely with an estimated $145M sold.
- 207 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2021, up from 193 in Q3 2021.
- Funds reported $1.24B of Brown-Forman Class A stock for Q4 2021, down 3.5% quarter-over-quarter.
- 32 funds opened new Brown-Forman Class A positions in Q4 2021 and 17 closed out, a net change of +15 holders.
- The largest Brown-Forman Class A buyer in Q4 2021 was Glenview Trust, an estimated $6.09M added.
- The largest Brown-Forman Class A seller in Q4 2021 was BBR Partners, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2021.