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
JMPWA
351
JP Morgan Private Wealth Advisors
California
$396K -$125K -3,274 -27%
Citadel Advisors
352
Citadel Advisors
Florida
$395K -$29.7M -777,997 -99%
AG
353
Advisor Group
Arizona
$393K +$51.7K +1,355 +18%
PP
354
Prudential plc
United Kingdom
$391K +$340K +8,906 New
Simplex Trading
355
Simplex Trading
Illinois
$390K -$7.63K -200 -2%
TCM
356
Tuttle Capital Management
Connecticut
$389K -$273K -7,143 -45%
PCM
357
Penserra Capital Management
California
$389K +$106K +2,775 +46%
WCM
358
Weik Capital Management
Pennsylvania
$388K
CCM
359
Cadence Capital Management
Massachusetts
$387K +$6.79K +178 +2%
CG
360
Caprock Group
Idaho
$386K +$348K +9,133 New
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
$378K +$328K +8,594 New
HI
362
Hendershot Investments
Virginia
$370K
ABC
363
Associated Banc-Corp
Wisconsin
$357K
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$357K +$31.2K +817 +11%
PA
365
Profund Advisors
Maryland
$356K +$24.1K +631 +8%
SSW
366
Smith Shellnut Wilson
Mississippi
$355K +$12K +314 +4%
VF
367
Virtu Financial
New York
$352K +$305K +8,002 New
Creative Planning
368
Creative Planning
Kansas
$350K -$1.95K -51 -0.6%
HTC
369
Haverford Trust Company
Pennsylvania
$348K
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$347K
CC
371
ClearArc Capital
Ohio
$344K -$2.6K -68 -0.9%
PC
372
Port Capital
Illinois
$334K +$290K +7,594 New
SWM
373
SVA Wealth Management
Wisconsin
$330K -$53.6K -1,406 -16%
TSS
374
Two Sigma Securities
New York
$325K +$282K +7,392 New
HCP
375
Holt Capital Partners
Texas
$324K -$29.8K -782 -10%

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.