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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
GTAM
451
Global Trust Asset Management
Florida
$29K +$25.4K +666 New
OIA
452
OneDigital Investment Advisors
Kansas
$28K
BAM
453
Barrett Asset Management
New York
$26K
QAM
454
QCI Asset Management
New York
$26K
SIAS
455
Shine Investment Advisory Services
Colorado
$26K
RFS
456
Rockefeller Financial Services
New York
$25K
SFSIG
457
San Francisco Sentry Investment Group
California
$21K +$17.9K +469 New
APA
458
American Portfolios Advisors
New York
$19.1K +$16.6K +434 New
RFA
459
Reilly Financial Advisors
California
$17K
AOWM
460
Alpha Omega Wealth Management
Virginia
$17K +$14.7K +386 New
STA
461
Summit Trail Advisors
New York
$16K +$14K +366 New
CAW
462
Cornerstone Advisors (Washington)
Washington
$15K
TL
463
TrueWealth LLC
Georgia
$15K +$13.4K +352 New
SIS
464
Sound Income Strategies
Florida
$15K +$13.7K +358 New
RE
465
RBC Europe
United Kingdom
$14.8K
WPA
466
West Paces Advisors
Georgia
$13.3K
KA
467
Kaizen Advisory
Illinois
$13K +$11K +289 New
OAJ
468
Ogorek Anthony Joseph
New York
$12K +$10.8K +284 New
AssetMark Inc
469
AssetMark Inc
California
$11K +$2.02K +53 +25%
QCG
470
Quadrant Capital Group
Ohio
$10K +$572 +15 +6%
WAM
471
Wolverine Asset Management
Illinois
$9K -$23.3K -611 -74%
EARNEST Partners
472
EARNEST Partners
Georgia
$9K +$7.4K +194 New
HNB
473
Huntington National Bank
Ohio
$8K -$59.6K -1,563 -90%
VCM
474
Versant Capital Management
Arizona
$8K
MIFH
475
Migdal Insurance & Financial Holdings
Israel
$7K -$61.7K -1,617 -13%

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.