BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

418 hedge funds and large institutions have $8.02B invested in Brown-Forman Class B in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 163 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+24
Holders Change %
+6.09%
% of All Funds
11.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
58
Increased
125
Reduced
163
Closed
28
Calls
$395K
Puts
$439K
Net Calls
-$44K
Net Calls Change
-$44K

Top Buyers

1
TCM
TimesSquare Capital Management
New York
$62.6M
2
State Street
State Street
Massachusetts
$685M
3
Invesco
Invesco
Georgia
$79.2M
4
AB
Atlas Brown
Kentucky
$39.5M
5
NAM
NorthCoast Asset Management
Connecticut
$23.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$21.9M
2
O
OppenheimerFunds
New York
$71.7M
3
Wells Fargo
Wells Fargo
California
$60.1M
4
First Trust Advisors
First Trust Advisors
Illinois
$16.4M
5
American Century Companies
American Century Companies
Missouri
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
401
Herndon Capital Management
Georgia
$15K +$15K +547 New
Manulife (Manufacturers Life Insurance)
402
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6K +$208 +7,406 +1%
EWM
403
Evercore Wealth Management
New York
$13K – – –
RFA
404
Reilly Financial Advisors
California
$12K +$1.64K +60 +16%
FNYS
405
First New York Securities
New York
$10.4K +$10.4K +369 New
IRS
406
Invictus RG (Singapore)
Singapore
$10K +$10K +359 New
P
407
Palladiem
Pennsylvania
$10K +$10K +372 New
TFA
408
Transamerica Financial Advisors
Florida
$8K +$8K +281 New
ClearBridge Investments
409
ClearBridge Investments
New York
$8K +$8K +300 New
MA
410
MUFG Americas
New York
$6K – – –
NPC
411
National Planning Corporation
California
$5.06K +$5.06K +178 New
TFO
412
Tarbox Family Office
California
$4K – – –
IMS
413
Index Management Solutions
Pennsylvania
$3K -$11.1K -381 -79%
NES
414
New England Securities
New York
$2K – – –
SA
415
SRH Advisors
Kansas
$2K – – –
EFSCE
416
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
KIG
417
Kessler Investment Group
Indiana
$1K +$1K +31 New
BRWA
418
B. Riley Wealth Advisors
Florida
$2 +$2 +56 New
ARC
419
Absolute Return Capital
Massachusetts
– -$26.4M -916,006 Closed
CPC
420
Cookson Peirce & Co
Pennsylvania
– -$11.5M -397,953 Closed
FP
421
Foundry Partners
Minnesota
– -$5.55M -192,238 Closed
LG
422
Laidlaw Group
New York
– -$3.62M -125,300 Closed
LP
423
LMR Partners
United Kingdom
– -$2.87M -99,391 Closed
HCM
424
Highbridge Capital Management
New York
– -$2.86M -98,975 Closed
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
– -$2.3M -79,625 Closed
14 15 16
17
18