BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

365 hedge funds and large institutions have $6.61B invested in Brown-Forman Class B in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+7
Holders Change %
+1.96%
% of All Funds
11.84%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
38
Increased
142
Reduced
126
Closed
28
Calls
$1.57M
Puts
$3.86M
Net Calls
-$2.29M
Net Calls Change
-$2.42M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$29M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$505M
3
WRF
3
Waddell & Reed Financial
Kansas
$106M
4
SCM
4
Sandler Capital Management
New York
$43.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$44.1M

Top Sellers

1
AB
1
Atlas Brown
Kentucky
$11.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$93.3M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$127M
4
WCM
4
Winton Capital Management
United Kingdom
$40.5M
5
Bank of America
5
Bank of America
North Carolina
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
351
WFG Advisors
Texas
$35K +$152 +7 +0.4%
Envestnet Asset Management
352
Envestnet Asset Management
Illinois
$29K +$29K +1,347 New
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$23K -$36.9K -1,625 -62%
SI
354
Stephens Inc
Arkansas
$23K +$7.98K +360 +53%
MAM
355
Mizuho Asset Management
Japan
$21K – – –
CTC
356
Central Trust Company
Missouri
$20K +$20K +919 New
MFS
357
MSI Financial Services
Massachusetts
$19K – – –
BAM
358
Barrett Asset Management
New York
$13K – – –
Manulife (Manufacturers Life Insurance)
359
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$1.15K +52,553 +11%
DADC
360
D.A. Davidson & Co
Montana
$10K – – –
KIG
361
Kessler Investment Group
Indiana
$10K +$10K +463 New
PAS
362
Partnervest Advisory Services
California
$9K – – –
RFA
363
Reilly Financial Advisors
California
$8K – – –
EWM
364
Elite Wealth Management
Washington
$6K +$6K +263 New
Victory Capital Management
365
Victory Capital Management
Texas
$5K +$5K +247 New
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
EA
367
Euclid Advisors
Connecticut
– -$4.91M -226,944 Closed
DCM
368
Driehaus Capital Management
Illinois
– -$3.7M -171,013 Closed
HCM
369
Highbridge Capital Management
New York
– -$2.41M -111,588 Closed
NMERB
370
New Mexico Educational Retirement Board
New Mexico
– -$1.63M -75,281 Closed
SCM
371
Stux Capital Management
New York
– -$1.45M -66,875 Closed
HCM
372
Herndon Capital Management
Georgia
– -$1.07M -49,584 Closed
SO
373
STRS Ohio
Ohio
– -$1.06M -48,938 Closed
RJA
374
Raymond James & Associates
Florida
– -$985K -45,553 Closed
UCFA
375
United Capital Financial Advisors
Texas
– -$745K -34,447 Closed
12 13 14
15
16