BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

451 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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
11.26%
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
34
Calls
$3.01M
Puts
$1.76M
Net Calls
+$1.25M
Net Calls Change
-$5.88M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$693M
2
Renaissance Technologies
Renaissance Technologies
New York
$21.8M
3
Principal Financial Group
Principal Financial Group
Iowa
$94.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$18.4M
5
Morgan Stanley
Morgan Stanley
New York
$53.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.94M
2
WCM Investment Management
WCM Investment Management
California
$0
3
UBS AM
UBS AM
Illinois
$31.7M
4
FCM
Frontier Capital Management
Massachusetts
$0
5
BP
BBR Partners
New York
$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Profund Advisors
Maryland
$250K +$250K +8,053 New
HTC
352
Haverford Trust Company
Pennsylvania
$246K – – –
CT
353
Coastline Trust
Rhode Island
$241K – – –
SG Americas Securities
354
SG Americas Securities
New York
$238K -$732K -23,573 -75%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$236K +$110K +3,528 +87%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$235K +$2.98K +96 +1%
PG
357
PEAK6 Group
Illinois
$235K +$235K +7,550 New
SWM
358
SVA Wealth Management
Wisconsin
$228K -$92.2K -2,969 -29%
DIA
359
Denver Investment Advisors
Colorado
$228K -$23.6K -759 -9%
AG
360
Advisor Group
Arizona
$227K -$1.83K -59 -0.8%
SNT
361
Security National Trust
West Virginia
$220K – – –
PFS
362
Physicians Financial Services
North Carolina
$219K – – –
IH
363
IFC Holdings
Florida
$217K -$30.6K -980 -12%
CC
364
ClearArc Capital
Ohio
$211K -$218 -7 -0.1%
Lido Advisors
365
Lido Advisors
California
$210K -$3.95K -127 -2%
GIBU
366
Gulf International Bank (UK)
United Kingdom
$209K – – –
CA
367
Commerzbank Aktiengesellschaft
Germany
$207K -$152K -4,891 -42%
LIM
368
Lagoda Investment Management
New York
$205K – – –
OMCS
369
Old Mutual Customised Solutions
South Africa
$204K – – –
KeyBank National Association
370
KeyBank National Association
Ohio
$202K +$202K +6,505 New
EFS
371
Essex Financial Services
Connecticut
$201K +$201K +6,467 New
EMG
372
ETF Managers Group
New Jersey
$198K +$198K +6,372 New
LS
373
Livforsakringsbolaget Skandia
Sweden
$195K – – –
PHK
374
Point72 Hong Kong
Hong Kong
$186K +$169K +5,408 +967%
SFG
375
SevenBridge Financial Group
Pennsylvania
$185K – – –
13 14
15
16 17