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

Brown-Forman Class B

412 hedge funds and large institutions have $6.11B invested in Brown-Forman Class B in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.97M

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

8% more capital invested

Capital invested by funds: $5.68B → $6.11B (+$429M)

2% more funds holding

Funds holding: 402412 (+10)

0.17% less ownership

Funds ownership: 156.26%156.09% (-0.17%)

17% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 157

Holders
412
Holders Change
+10
Holders Change %
+2.49%
% of All Funds
11.1%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
41
Increased
131
Reduced
157
Closed
26
Calls
$11.5M
Puts
$3.97M
Net Calls
+$7.5M
Net Calls Change
+$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$185K +$1.43K +47 +0.8%
NFG
352
Next Financial Group
Texas
$184K -$9.5K -313 -5%
BA
353
BlackRock Advisors
Delaware
$182K -$157K -5,181 -48%
WA
354
WFG Advisors
Texas
$181K +$7.47K +246 +5%
GL
355
GLG LLC
New York
$150K -$19.1K -628 -12%
KTC
356
Kistler-Tiffany Companies
Pennsylvania
$149K
RIA
357
Regal Investment Advisors
Michigan
$135K +$7.59K +250 +6%
OMCS
358
Old Mutual Customised Solutions
South Africa
$120K
MAM
359
Mizuho Asset Management
Japan
$120K +$30.1K +993 +36%
VIA
360
Vantage Investment Advisors
Pennsylvania
$116K -$110K -3,610 -50%
Fuller & Thaler Asset Management
361
Fuller & Thaler Asset Management
California
$115K +$37.9K +1,250 +53%
RWA
362
Ropes Wealth Advisors
Massachusetts
$111K
PAIA
363
Park Avenue Institutional Advisers
New York
$105K +$99.7K +3,284 New
Twin Tree Management
364
Twin Tree Management
Texas
$105K +$99.8K +3,288 New
MMG
365
Monetary Management Group
Missouri
$90K
BFEC
366
Benjamin F. Edwards & Company
Missouri
$85K +$10.8K +357 +16%
AAM
367
Advisors Asset Management
Colorado
$84K
WBC
368
Westpac Banking Corp
Australia
$76K -$629K -20,722 -90%
TCCM
369
Timber Creek Capital Management
Massachusetts
$75K
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$73K +$10.3K +338 +17%
GLI
371
Guardian Life Insurance
New York
$69K
GT
372
Glenmede Trust
Pennsylvania
$61K
MCM
373
Manchester Capital Management
Vermont
$57K
GD
374
Grandfield & Dodd
New York
$55K
VanEck Associates
375
VanEck Associates
New York
$53K +$6.74K +222 +16%

BF.B Hedge Fund Activity: Q2 2015 in Review

412 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2015, worth a combined $6.11B — up 7.6% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BF.B positions and 26 closed out — a net gain of 15 holders — while 131 added to existing stakes and 157 trimmed.

The largest buyer was Euclid Advisors, adding an estimated $27.3M. The largest seller was OppenheimerFunds, cutting an estimated $57.1M.

  • 412 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2015, up from 402 in Q1 2015.
  • Funds reported $6.11B of Brown-Forman Class B stock for Q2 2015, up 7.6% quarter-over-quarter.
  • 41 funds opened new Brown-Forman Class B positions in Q2 2015 and 26 closed out, a net change of +15 holders.
  • The largest Brown-Forman Class B buyer in Q2 2015 was Euclid Advisors, an estimated $27.3M added.
  • The largest Brown-Forman Class B seller in Q2 2015 was OppenheimerFunds, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2015.