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

Brown-Forman Class B

496 hedge funds and large institutions have $6.69B invested in Brown-Forman Class B in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

93% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $2.69M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

29% more capital invested

Capital invested by funds: $5.2B → $6.69B (+$1.49B)

10% more funds holding

Funds holding: 452496 (+44)

1.32% more ownership

Funds ownership: 69.6%70.93% (+1.3%)

1% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 155

Holders
496
Holders Change
+44
Holders Change %
+9.73%
% of All Funds
11.25%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
78
Increased
154
Reduced
155
Closed
33
Calls
$5.17M
Puts
$2.69M
Net Calls
+$2.49M
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
326
Commerce Bank
Missouri
$505K -$41.7K -1,094 -9%
BIM
327
Bridgecreek Investment Management
Oklahoma
$501K +$435K +11,391 New
CAN
328
Cetera Advisor Networks
California
$495K
HCM
329
Howland Capital Management
Massachusetts
$481K
WIC
330
Woodmont Investment Counsel
Tennessee
$477K
CI
331
Cigna Investments
Connecticut
$475K +$6.18K +162 +2%
RJFSA
332
Raymond James Financial Services Advisors
Florida
$468K -$288K -7,552 -41%
FAAS
333
First Allied Advisory Services
California
$467K +$25.8K +676 +7%
MWAC
334
Mariner Wealth Advisors (Cincinnati)
Ohio
$460K -$26.3K -688 -6%
AIP
335
Ameritas Investment Partners
Nebraska
$454K +$17.3K +453 +5%
Macquarie Group
336
Macquarie Group
Australia
$446K -$23.8K -625 -6%
HK
337
Horizon Kinetics
New York
$437K -$66.7K -1,748 -15%
RCC
338
Red Cedar Capital
Nebraska
$437K +$379K +9,944 New
CSM
339
CAMG Solamere Management
North Carolina
$436K -$111K -2,901 -27%
CL
340
CPWM LLC
Washington
$431K
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$431K +$28.9K +758 +8%
MYAM
342
Meiji Yasuda Asset Management
Japan
$430K +$119K +3,125 +47%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$430K +$255K +6,689 +216%
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
$427K -$454K -11,901 -55%
Daiwa Securities Group
345
Daiwa Securities Group
Japan
$420K -$22.2K -581 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
346
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$419K -$465K -12,187 -56%
TIA
347
Tiemann Investment Advisors
California
$412K +$7.44K +195 +2%
II
348
IFM Investors
Australia
$405K +$351K +9,209 New
RC
349
Roundview Capital
New Jersey
$403K
FTIOP
350
Fiduciary Trust International of Pennsylvania
Pennsylvania
$402K

BF.B Hedge Fund Activity: Q4 2017 in Review

496 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2017, worth a combined $6.69B — up 29% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BF.B positions and 33 closed out — a net gain of 45 holders — while 154 added to existing stakes and 155 trimmed.

The largest buyer was American Century Companies, adding an estimated $52.8M. The largest seller was Citadel Advisors, cutting an estimated $29.7M.

  • 496 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2017, up from 452 in Q3 2017.
  • Funds reported $6.69B of Brown-Forman Class B stock for Q4 2017, up 29% quarter-over-quarter.
  • 78 funds opened new Brown-Forman Class B positions in Q4 2017 and 33 closed out, a net change of +45 holders.
  • The largest Brown-Forman Class B buyer in Q4 2017 was American Century Companies, an estimated $52.8M added.
  • The largest Brown-Forman Class B seller in Q4 2017 was Citadel Advisors, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2017.