Brown-Forman Class A
BF.A
199 hedge funds and large institutions have $1.06B invested in Brown-Forman Class A in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 22 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 9.75% → 9.59% (-0.15%)
2% less capital invested
Capital invested by funds: $1.09B → $1.06B (-$26.9M)
10% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 61
7% less funds holding
Funds holding: 215 → 199 (-16)
12% less call options, than puts
Call options by funds: $717K | Put options by funds: $815K
50% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.58M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$1.48M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.47M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$966K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$11.4M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.75M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$1.83M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$1.68M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$1.64M |
BF.A Hedge Fund Activity: Q1 2023 in Review
199 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2023, worth a combined $1.06B — down 2.5% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BF.A and 11 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 55 added.
The largest buyer was Vanguard Group, adding an estimated $3.58M. The largest seller was Baird Financial Group, cutting an estimated $11.4M.
- 199 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2023, down from 215 in Q4 2022.
- Funds reported $1.06B of Brown-Forman Class A stock for Q1 2023, down 2.5% quarter-over-quarter.
- 11 funds opened new Brown-Forman Class A positions in Q1 2023 and 22 closed out, a net change of -11 holders.
- The largest Brown-Forman Class A buyer in Q1 2023 was Vanguard Group, an estimated $3.58M added.
- The largest Brown-Forman Class A seller in Q1 2023 was Baird Financial Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2023.