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
DIA
376
Denver Investment Advisors
Colorado
$323K
GXMC
377
Global X Management Company
New York
$317K +$19.2K +503 +7%
CPH
378
C Partners Holding
Switzerland
$316K +$274K +7,191 New
Parallax Volatility Advisers
379
Parallax Volatility Advisers
California
$313K +$272K +7,125 New
SNT
380
Security National Trust
West Virginia
$310K
PFS
381
Physicians Financial Services
North Carolina
$309K
RG
382
Rathbones Group
United Kingdom
$307K -$313K -8,196 -54%
BI
383
Bredin Investment
Delaware
$305K +$268K +7,031 New
CRC
384
Curi RMB Capital
Illinois
$298K +$8.93K +234 +4%
OMCS
385
Old Mutual Customised Solutions
South Africa
$288K
GIBU
386
Gulf International Bank (UK)
United Kingdom
$286K -$8.05K -211 -3%
LIM
387
Lagoda Investment Management
New York
$286K
EFS
388
Essex Financial Services
Connecticut
$284K
MLL
389
Moody Lynn & Lieberson
Massachusetts
$281K
LP
390
LMR Partners
United Kingdom
$278K +$241K +6,328 New
IH
391
IFC Holdings
Florida
$275K -$8.97K -235 -4%
JIC
392
Joel Isaacson & Co
New York
$275K
SC
393
Saybrook Capital
North Carolina
$275K
CI
394
Conning Inc
Connecticut
$274K -$2.37K -62 -1%
ERIM
395
Eagle Ridge Investment Management
Connecticut
$266K
ZCA
396
Zeke Capital Advisors
Pennsylvania
$266K
HB
397
Homrich & Berg
Georgia
$259K
SBH
398
Segall Bryant & Hamill
Illinois
$258K
SFSG
399
Stearns Financial Services Group
North Carolina
$252K +$219K +5,738 New
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$250K +$217K +5,688 New

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.