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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
AIM
426
Anchor Investment Management
South Carolina
$120K
KTC
427
Kistler-Tiffany Companies
Pennsylvania
$115K
MFW
428
Mosaic Family Wealth
Missouri
$88K
TRCT
429
Tower Research Capital (TRC)
New York
$83K +$72.4K +1,897 New
LNB
430
Ledyard National Bank
$82K
MCM
431
Manchester Capital Management
Vermont
$78K
JFA
432
JNBA Financial Advisors
Minnesota
$73K +$191 +5 +0.3%
WAM
433
Wealthspire Advisors (Maryland)
Maryland
$73K +$6.45K +169 +11%
MSA
434
Marino Stram & Associates
Massachusetts
$72K +$62.6K +1,641 New
VFA
435
Valeo Financial Advisors
Indiana
$65K +$56.1K +1,471 +8,653%
THWM
436
Taylor Hoffman Wealth Management
Virginia
$61K +$52.7K +1,380 New
PC
437
Permit Capital
Pennsylvania
$60K
DPA
438
Delphi Private Advisors
California
$58K
AIL
439
AGF Investments LLC
Ontario, Canada
$57K +$50.4K +1,320 New
PA
440
Perennial Advisors
New York
$55K +$23.8K +625 +100%
CAL
441
Capital Analysts LLC
Pennsylvania
$52K
GLI
442
Guardian Life Insurance
New York
$44K +$11.5K +302 +44%
CBT
443
Central Bank & Trust
Kentucky
$41K
GWM
444
Geneos Wealth Management
Colorado
$39K
GRP
445
Global Retirement Partners
California
$38K
OC
446
Oakworth Capital
Alabama
$36K
TCOV
447
Trust Company of Vermont
Vermont
$34K
ZB
448
Zions Bancorporation
Utah
$32K -$17.1K -447 -38%
BWP
449
Baldwin Wealth Partners
Massachusetts
$32K
SLF
450
Sun Life Financial
Ontario, Canada
$30K -$59.9K -1,570 -70%

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.