We are live on ! Find out more
BF.B icon

Brown-Forman Class B

507 hedge funds and large institutions have $6.18B invested in Brown-Forman Class B in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 184 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

52% more call options, than puts

Call options by funds: $945K | Put options by funds: $623K

0.11% less ownership

Funds ownership: 42.76%42.65% (-0.11%)

1% less funds holding

Funds holding: 512507 (-5)

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

8% less capital invested

Capital invested by funds: $6.73B → $6.18B (-$549M)

13% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 184

Holders
507
Holders Change
-5
Holders Change %
-0.98%
% of All Funds
11.3%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.25%
New
54
Increased
160
Reduced
184
Closed
57
Calls
$945K
Puts
$623K
Net Calls
+$322K
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$1.42M -$44.5K -937 -3%
SF
227
Synovus Financial
Georgia
$1.41M -$1.61M -33,836 -53%
RPI
228
Railway Pension Investments
United Kingdom
$1.4M +$1.4M +29,378 New
PAM
229
Panagora Asset Management
Massachusetts
$1.37M +$211K +4,433 +18%
TWA
230
TCI Wealth Advisors
Arizona
$1.31M +$6.18K +130 +0.5%
BA
231
Bristlecone Advisors
Washington
$1.3M -$27.3K -575 -2%
IA
232
IFP Advisors
Florida
$1.3M +$1.57K +33 +0.1%
TRSOTSOK
233
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M
GLA
234
Great Lakes Advisors
Illinois
$1.28M +$20K +421 +2%
Skandinaviska Enskilda Banken (SEB)
235
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.22M -$4.75K -100 -0.4%
PMFA
236
Plante Moran Financial Advisors
Michigan
$1.21M
NMIMC
237
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M -$206K -4,344 -15%
NAM
238
Nissay Asset Management
Japan
$1.2M -$1.36M -28,707 -53%
CC
239
Cipher Capital
New York
$1.2M +$1.19M +25,129 New
MSL
240
Mackay Shields LLC
New York
$1.19M -$88.3K -1,859 -7%
RMDI
241
R.M. Davis Inc
Maine
$1.18M
XK
242
Xact Kapitalforvaltning
Sweden
$1.15M
MLFP
243
MPS Loria Financial Planners
Illinois
$1.13M -$16.6K -350 -1%
CIA
244
Capital Impact Advisors
Massachusetts
$1.13M
MSA
245
Mason Street Advisors
Wisconsin
$1.12M -$11.8K -248 -1%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$1.1M -$50.2K -1,056 -4%
CS
247
Candriam SCA
Luxembourg
$1.09M +$57.9K +1,219 +6%
PIA
248
Piedmont Investment Advisors
North Carolina
$1.09M +$38K +799 +4%
BRCM
249
Bright Rock Capital Management
Massachusetts
$1.07M
TFA
250
Toth Financial Advisory
Virginia
$1.07M -$9.22K -194 -0.9%

BF.B Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2018, worth a combined $6.18B — down 8.2% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BF.B and 54 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 160 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $61.9M.

  • 507 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2018, down from 512 in Q3 2018.
  • Funds reported $6.18B of Brown-Forman Class B stock for Q4 2018, down 8.2% quarter-over-quarter.
  • 54 funds opened new Brown-Forman Class B positions in Q4 2018 and 57 closed out, a net change of -3 holders.
  • The largest Brown-Forman Class B buyer in Q4 2018 was Brown Brothers Harriman & Co, an estimated $103M added.
  • The largest Brown-Forman Class B seller in Q4 2018 was Millennium Management, an estimated $61.9M sold.

Based on aggregated 13F filings for Q4 2018.