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

Brown-Forman Class B

452 hedge funds and large institutions have $4.62B invested in Brown-Forman Class B in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.76M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

1% more capital invested

Capital invested by funds: $4.58B → $4.62B (+$35.2M)

0% more funds holding

Funds holding: 452452 (0)

2.92% less ownership

Funds ownership: 71.93%69% (-2.9%)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

Holders
452
Holders Change
Holders Change %
0%
% of All Funds
11.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
38
Increased
150
Reduced
177
Closed
35
Calls
$3.01M
Puts
$1.76M
Net Calls
+$1.25M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
326
Cigna Investments
Connecticut
$338K -$27.3K -869 -7%
BTIS
327
BB&T Investment Services
North Carolina
$338K +$218K +6,946 +167%
CL
328
CPWM LLC
Washington
$333K
CCM
329
Cadence Capital Management
Massachusetts
$331K +$2.82K +90 +0.9%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$326K +$10.8K +344 +3%
SPIA
331
Steward Partners Investment Advisory
New York
$324K +$319K +10,169 +3,780%
FAAS
332
First Allied Advisory Services
California
$320K -$89.6K -2,856 -22%
FTIOP
333
Fiduciary Trust International of Pennsylvania
Pennsylvania
$318K +$2.45K +78 +0.8%
AIL
334
AGF Investments LLC
Ontario, Canada
$316K +$19.2K +611 +6%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$313K +$27K +859 +9%
AIP
336
Ameritas Investment Partners
Nebraska
$304K -$6.18K -197 -2%
LP
337
LMR Partners
United Kingdom
$303K -$478K -15,235 -61%
SEI Investments
338
SEI Investments
Pennsylvania
$294K -$183K -5,838 -38%
TIA
339
Tiemann Investment Advisors
California
$290K
SOADOR
340
State of Alaska Department of Revenue
Alaska
$287K +$48K +1,528 +20%
RC
341
Roundview Capital
New Jersey
$286K
MERSOM
342
Municipal Employees' Retirement System of Michigan
Michigan
$283K
BNP Paribas Asset Management
343
BNP Paribas Asset Management
France
$280K -$2.13M -67,938 -88%
WCM
344
Weik Capital Management
Pennsylvania
$275K -$9.82K -313 -3%
HI
345
Hendershot Investments
Virginia
$262K -$2.95K -94 -1%
Federated Hermes
346
Federated Hermes
Pennsylvania
$261K -$43.6K -1,390 -14%
BA
347
Bridgewater Associates
Connecticut
$257K +$259K +8,258 New
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$255K +$19.9K +635 +8%
HCP
349
Holt Capital Partners
Texas
$254K
ABC
350
Associated Banc-Corp
Wisconsin
$253K

BF.B Hedge Fund Activity: Q2 2017 in Review

452 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2017, worth a combined $4.62B — up 0.77% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BF.B positions and 35 closed out — a net gain of 3 holders — while 150 added to existing stakes and 177 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23M. The largest seller was Fidelity Investments, cutting an estimated $42.2M.

  • 452 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $4.62B of Brown-Forman Class B stock for Q2 2017, up 0.77% quarter-over-quarter.
  • 38 funds opened new Brown-Forman Class B positions in Q2 2017 and 35 closed out, a net change of +3 holders.
  • The largest Brown-Forman Class B buyer in Q2 2017 was Vanguard Group, an estimated $23M added.
  • The largest Brown-Forman Class B seller in Q2 2017 was Fidelity Investments, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2017.