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Brown-Forman Class B

452 hedge funds and large institutions have $5.2B invested in Brown-Forman Class B in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $3.31M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $4.62B → $5.2B (+$586M)

8% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 151

0.6% more ownership

Funds ownership: 69%69.6% (+0.6%)

0% more funds holding

Funds holding: 452452 (0)

Holders
452
Holders Change
Holders Change %
0%
% of All Funds
11.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
44
Increased
163
Reduced
151
Closed
39
Calls
$6.05M
Puts
$3.31M
Net Calls
+$2.74M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
376
Penserra Capital Management
California
$208K +$23.4K +721 +13%
SFG
377
SevenBridge Financial Group
Pennsylvania
$206K
HB
378
Homrich & Berg
Georgia
$205K +$192K +5,903 New
SBH
379
Segall Bryant & Hamill
Illinois
$204K +$190K +5,859 New
FWIA
380
Fort Washington Investment Advisors
Ohio
$200K +$187K +5,756 New
SWA
381
Sutton Wealth Advisors
Florida
$196K
Federated Hermes
382
Federated Hermes
Pennsylvania
$195K -$89.6K -2,758 -33%
First Manhattan
383
First Manhattan
New York
$187K
OAM
384
Oppenheimer Asset Management
New York
$174K -$23.8K -734 -13%
RWA
385
Ropes Wealth Advisors
Massachusetts
$158K -$5.16K -159 -3%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$149K -$107K -3,309 -44%
SBL
387
Sargent Bickham Lagudis
Colorado
$136K
PA
388
Parallel Advisors
California
$132K -$2.44K -75 -2%
NFG
389
Next Financial Group
Texas
$129K -$5.07K -156 -4%
RIM
390
Rampart Investment Management
Connecticut
$122K -$5.52K -170 -5%
SFPIA
391
Stevens First Principles Investment Advisors
California
$113K +$5.07K +156 +5%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$108K +$49.8K +1,533 +98%
Korea Investment Corp
393
Korea Investment Corp
South Korea
$106K -$7.25M -223,281 -99%
EDRH
394
Edmond de Rothschild Holding
Switzerland
$105K +$15.5K +478 +19%
PWM
395
Perigon Wealth Management
California
$105K +$98.1K +3,020 New
HCA
396
Horan Capital Advisors
Ohio
$102K +$95.1K +2,928 New
MMG
397
Monetary Management Group
Missouri
$98K
OFW
398
Omnia Family Wealth
Florida
$95K
AIM
399
Anchor Investment Management
South Carolina
$94.8K
KTC
400
Kistler-Tiffany Companies
Pennsylvania
$91K

BF.B Hedge Fund Activity: Q3 2017 in Review

452 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2017, worth a combined $5.2B — up 13% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BF.B positions and 39 closed out — a net gain of 5 holders — while 163 added to existing stakes and 151 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.5M. The largest seller was Invesco, cutting an estimated $68.8M.

  • 452 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $5.2B of Brown-Forman Class B stock for Q3 2017, up 13% quarter-over-quarter.
  • 44 funds opened new Brown-Forman Class B positions in Q3 2017 and 39 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class B buyer in Q3 2017 was Goldman Sachs, an estimated $55.5M added.
  • The largest Brown-Forman Class B seller in Q3 2017 was Invesco, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2017.