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
LSAG
401
Lake Street Advisors Group
New Hampshire
$250K +$217K +5,697 New
SWA
402
Sutton Wealth Advisors
Florida
$248K
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$238K +$207K +5,420 New
First Manhattan
404
First Manhattan
New York
$236K
FWIA
405
Fort Washington Investment Advisors
Ohio
$232K -$17.9K -468 -8%
LWAC
406
Laurel Wealth Advisors (California)
California
$226K +$197K +5,161 New
AP
407
Advisor Partners
California
$226K +$199K +5,222 New
LS
408
Livforsakringsbolaget Skandia
Sweden
$214K -$53.6K -1,406 -22%
SFG
409
SevenBridge Financial Group
Pennsylvania
$213K -$41K -1,075 -18%
LOAME
410
Lombard Odier Asset Management (Europe)
United Kingdom
$207K +$180K +4,711 New
Fiera Capital (Canada)
411
Fiera Capital (Canada)
Quebec, Canada
$207K +$180K +4,716 New
FB
412
Fulton Bank
Pennsylvania
$206K +$179K +4,688 New
WA
413
Wheatland Advisors
Pennsylvania
$201K +$174K +4,569 New
IBOK
414
Independence Bank of Kentucky
Kentucky
$201K +$175K +4,578 New
RWA
415
Ropes Wealth Advisors
Massachusetts
$200K
Federated Hermes
416
Federated Hermes
Pennsylvania
$198K -$42.6K -1,117 -20%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$188K +$38 +1 +0%
SBL
418
Sargent Bickham Lagudis
Colorado
$172K
RIM
419
Rampart Investment Management
Connecticut
$161K +$6.37K +167 +5%
PA
420
Parallel Advisors
California
$156K
SFPIA
421
Stevens First Principles Investment Advisors
California
$143K
Korea Investment Corp
422
Korea Investment Corp
South Korea
$135K
PWM
423
Perigon Wealth Management
California
$133K
MMG
424
Monetary Management Group
Missouri
$124K
OFW
425
Omnia Family Wealth
Florida
$121K

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.