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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
SLF
401
Sun Life Financial
Ontario, Canada
$78K +$6.88K +212 +10%
MFW
402
Mosaic Family Wealth
Missouri
$69K
LNB
403
Ledyard National Bank
$65K
MCM
404
Manchester Capital Management
Vermont
$62K
HNB
405
Huntington National Bank
Ohio
$60K +$5.78K +178 +11%
JFA
406
JNBA Financial Advisors
Minnesota
$57K
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$52K +$1.1K +34 +2%
PC
408
Permit Capital
Pennsylvania
$48K
DPA
409
Delphi Private Advisors
California
$46K
CAL
410
Capital Analysts LLC
Pennsylvania
$41K
ZB
411
Zions Bancorporation
Utah
$41K +$35.8K +1,102 +1,413%
SFFS
412
Stonehage Fleming Financial Services
Jersey
$37K
CBT
413
Central Bank & Trust
Kentucky
$33K -$9.61K -296 -24%
OC
414
Oakworth Capital
Alabama
$32K
GWM
415
Geneos Wealth Management
Colorado
$31K
GRP
416
Global Retirement Partners
California
$30K
WAM
417
Wolverine Asset Management
Illinois
$28K +$26.7K +822 New
TCOV
418
Trust Company of Vermont
Vermont
$27K
BWP
419
Baldwin Wealth Partners
Massachusetts
$26K
GLI
420
Guardian Life Insurance
New York
$24K +$2.34K +72 +12%
OIA
421
OneDigital Investment Advisors
Kansas
$22K
PA
422
Perennial Advisors
New York
$22K
BAM
423
Barrett Asset Management
New York
$20K
RFS
424
Rockefeller Financial Services
New York
$20K +$18.7K +575 New
QAM
425
QCI Asset Management
New York
$20K +$19K +584 New

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.