BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

506 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 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
11.29%
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
56
Calls
$945K
Puts
$623K
Net Calls
+$322K
Net Calls Change
+$5.45M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
$103M
2
CIP
Champlain Investment Partners
Vermont
$68.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
BP
BBR Partners
New York
$109M
5
State Street
State Street
Massachusetts
$505M

Top Sellers

1
Millennium Management
Millennium Management
New York
$30.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$108M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.8M
4
Goldman Sachs
Goldman Sachs
New York
$103M
5
Invesco
Invesco
Georgia
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
IFM Investors
Australia
$743K +$84K +1,767 +13%
WSTAM
277
Wilbanks Smith & Thomas Asset Management
Virginia
$738K +$70.2K +1,475 +11%
LJAC
278
L.J. Altfest & Co
New York
$709K – – –
ATC
279
Argent Trust Co
Tennessee
$708K -$6.52K -137 -0.9%
CWM
280
Centric Wealth Management
Illinois
$698K +$698K +14,669 New
EMG
281
Ellington Management Group
Connecticut
$695K +$695K +14,600 New
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$683K -$428K -9,000 -39%
Nordea Investment Management
283
Nordea Investment Management
Sweden
$678K -$68.5K -1,441 -9%
DC
284
Davenport & Co
Virginia
$667K +$11.6K +244 +2%
FAAS
285
First Allied Advisory Services
California
$665K +$126K +2,649 +23%
Robeco Institutional Asset Management
286
Robeco Institutional Asset Management
Netherlands
$655K -$69K -1,450 -10%
HCM
287
Howland Capital Management
Massachusetts
$595K – – –
CGH
288
Crossmark Global Holdings
Texas
$585K -$201K -4,229 -26%
SPC
289
Sigma Planning Corp
Michigan
$585K +$143 +3 +0%
AG
290
Advisor Group
Arizona
$583K +$239K +5,015 +69%
IBOK
291
Independence Bank of Kentucky
Kentucky
$578K +$216K +4,538 +60%
PFO
292
Pathstone Family Office
New Jersey
$566K – – –
EAM
293
EULAV Asset Management
Florida
$564K -$1.97M -41,400 -78%
AIL
294
AGF Investments LLC
Ontario, Canada
$561K -$679K -14,270 -55%
UCFA
295
United Capital Financial Advisors
Texas
$560K -$7.67K -161 -1%
AI
296
Atria Investments
North Carolina
$541K +$274K +5,760 +103%
SB
297
Suntrust Banks
Georgia
$538K -$8.38K -176 -2%
SPIA
298
Steward Partners Investment Advisory
New York
$534K +$29K +611 +6%
BDWM
299
Brewin Dolphin Wealth Management
Ireland
$523K – – –
SIM
300
Sentry Investment Management
Wisconsin
$521K -$13.7K -288 -3%
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