We are live on ! Find out more
BF.B icon

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
BIAS
401
Beacon Investment Advisory Services
New Jersey
$291K +$280K +5,250 New
CI
402
Cigna Investments
Connecticut
$285K -$44.1K -826 -14%
DT
403
Diversified Trust
Tennessee
$282K +$13.3K +250 +5%
EFS
404
Essex Financial Services
Connecticut
$280K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$279K -$30.2K -566 -10%
AIM
406
Axiom Investment Management
New York
$278K -$961 -18 -0.4%
SFSG
407
Stearns Financial Services Group
North Carolina
$278K +$107 +2 +0%
JIC
408
Joel Isaacson & Co
New York
$277K -$267 -5 -0.1%
SC
409
Saybrook Capital
North Carolina
$277K
Federated Hermes
410
Federated Hermes
Pennsylvania
$272K +$262K +4,906 New
SSW
411
Smith Shellnut Wilson
Mississippi
$262K -$6.67K -125 -3%
MCA
412
Mercer Capital Advisers
New Jersey
$258K
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$258K +$3.47K +65 +1%
GAM
414
Gotham Asset Management
New York
$258K +$248K +4,649 New
SWA
415
Sutton Wealth Advisors
Florida
$251K
Mackenzie Financial
416
Mackenzie Financial
Ontario, Canada
$246K -$7.21K -135 -3%
TFA
417
Transamerica Financial Advisors
Florida
$246K +$237K +4,432 New
CIC
418
Chilton Investment Company
Connecticut
$244K +$15.4K +289 +7%
SCA
419
Snowden Capital Advisors
New York
$238K +$229K +4,297 New
DILIC
420
Dai-ichi Life Insurance Company
Japan
$234K +$225K +4,217 New
BCP
421
Berkeley Capital Partners
Georgia
$233K +$224K +4,195 New
AP
422
Advisor Partners
California
$227K +$1.92K +36 +0.9%
VCM
423
Virtue Capital Management
Tennessee
$224K +$216K +4,041 New
FB
424
Fulton Bank
Pennsylvania
$222K
LOAME
425
Lombard Odier Asset Management (Europe)
United Kingdom
$217K +$209K +3,922 New

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.