BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

368 hedge funds and large institutions have $5.1B invested in Brown-Forman Class B in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 152 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
10.69%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
38
Increased
108
Reduced
152
Closed
34
Calls
$1.38M
Puts
$6.62M
Net Calls
-$5.24M
Net Calls Change
-$2.94M

Top Buyers

1
State Street
State Street
Massachusetts
$613M
2
American Century Companies
American Century Companies
Missouri
$121M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$18.2M
4
PI
Putnam Investments
Massachusetts
$47.4M
5
WRF
Waddell & Reed Financial
Kansas
$132M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$160M
2
SCM
Sandler Capital Management
New York
$17.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$21M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4M
5
GH
GAM Holding
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$917K -$111K -4,603 -11%
M&T Bank
227
M&T Bank
New York
$894K -$43.7K -1,807 -5%
CAM
228
Capstone Asset Management
Texas
$891K -$562K -23,241 -39%
PMFA
229
Plante Moran Financial Advisors
Michigan
$888K – – –
MAA
230
Managed Account Advisors
New Jersey
$851K -$469K -19,372 -36%
FCAM
231
F&C Asset Management
United Kingdom
$829K +$39.1K +1,616 +5%
FCFC
232
First Commonwealth Financial Corp
Pennsylvania
$806K -$25.6K -1,059 -3%
TWA
233
TCI Wealth Advisors
Arizona
$781K – – –
HTC
234
Haverford Trust Company
Pennsylvania
$765K – – –
UCFA
235
United Capital Financial Advisors
Texas
$703K +$703K +29,056 New
PAM
236
Princeton Alpha Management
New Jersey
$692K +$692K +28,622 New
MAM
237
Martingale Asset Management
Massachusetts
$681K -$896K -37,038 -57%
SIM
238
Sentry Investment Management
Wisconsin
$673K – – –
IPRC
239
Indices-Pac Research Corporation
New Jersey
$672K +$672K +27,778 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$656K -$32.5K -1,344 -5%
FCH
241
Freestone Capital Holdings
Washington
$647K +$30.9K +1,278 +5%
KBC Group
242
KBC Group
Belgium
$644K -$51.2K -2,116 -7%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$603K -$42.6K -1,760 -7%
NI
244
Numeric Investors
Massachusetts
$597K +$597K +24,688 New
PIM
245
Penobscot Investment Management
Massachusetts
$580K -$26.4K -1,093 -4%
FFA
246
First Foundation Advisors
California
$563K +$2.27K +94 +0.4%
WBC
247
Westpac Banking Corp
Australia
$561K – – –
AIM
248
abrdn Investment Management
United Kingdom
$538K +$10.7K +441 +2%
HK
249
Horizon Kinetics
New York
$535K +$167K +6,919 +46%
JG
250
Jefferies Group
New York
$534K -$1.43M -58,969 -73%
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