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Brown-Forman Class B

552 hedge funds and large institutions have $8.11B invested in Brown-Forman Class B in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $7.45B → $8.11B (+$659M)

3% more funds holding

Funds holding: 537552 (+15)

1.75% more ownership

Funds ownership: 45.9%47.65% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

33% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $5.49M

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
11.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
67
Increased
195
Reduced
179
Closed
42
Calls
$3.69M
Puts
$5.49M
Net Calls
-$1.8M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
376
Hendershot Investments
Virginia
$347K -$1.98K -37 -0.6%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$347K +$66.7K +1,250 +25%
ZCM
378
Zebra Capital Management
Connecticut
$346K +$40.9K +766 +14%
HKAM
379
Horizon Kinetics Asset Management
New York
$341K -$46.7K -875 -12%
GIA
380
Gateway Investment Advisers
Ohio
$341K -$2.88K -54 -0.9%
JG
381
Jefferies Group
New York
$334K +$321K +6,017 New
HCP
382
Holt Capital Partners
Texas
$327K
FAAS
383
First Allied Advisory Services
California
$326K +$12.8K +239 +4%
Coatue Management
384
Coatue Management
New York
$326K +$58.3K +1,093 +23%
WCM
385
Weik Capital Management
Pennsylvania
$322K -$25.3K -475 -8%
BCM
386
Bayesian Capital Management
New York
$321K +$310K +5,800 New
SNT
387
Security National Trust
West Virginia
$313K
VWM
388
Venturi Wealth Management
Texas
$312K -$6.72K -126 -2%
OWP
389
Obermeyer Wealth Partners
Colorado
$312K
RG
390
Rathbones Group
United Kingdom
$310K -$6.35K -119 -2%
BCM
391
BlueCrest Capital Management
Jersey
$305K +$294K +5,500 New
NIT
392
NumerixS Investment Technologies
British Columbia, Canada
$305K +$294K +5,500 New
MA
393
MANA Advisors
New York
$302K +$291K +5,450 New
MLL
394
Moody Lynn & Lieberson
Massachusetts
$301K
PFS
395
Physicians Financial Services
North Carolina
$301K
Simplex Trading
396
Simplex Trading
Illinois
$300K +$7.04K +132 +2%
AWM
397
Altium Wealth Management
New York
$297K
MIFH
398
Migdal Insurance & Financial Holdings
Israel
$295K +$136K +2,547 +92%
NNP
399
Nachman Norwood & Parrott
South Carolina
$292K
RIM
400
Redpoint Investment Management
Australia
$292K

BF.B Hedge Fund Activity: Q2 2019 in Review

552 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2019, worth a combined $8.11B — up 8.8% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BF.B positions and 42 closed out — a net gain of 25 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $351M. The largest seller was BlackRock, cutting an estimated $107M.

  • 552 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2019, up from 537 in Q1 2019.
  • Funds reported $8.11B of Brown-Forman Class B stock for Q2 2019, up 8.8% quarter-over-quarter.
  • 67 funds opened new Brown-Forman Class B positions in Q2 2019 and 42 closed out, a net change of +25 holders.
  • The largest Brown-Forman Class B buyer in Q2 2019 was Baird Financial Group, an estimated $351M added.
  • The largest Brown-Forman Class B seller in Q2 2019 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.