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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
KTC
451
Kistler-Tiffany Companies
Pennsylvania
$120K -$1.07K -20 -0.9%
LJHT
452
Laurie J. Hall Trustee
$111K -$53.4K -1,000 -33%
PC
453
Permit Capital
Pennsylvania
$102K
QCIG
454
Quad-Cities Investment Group
Iowa
$97K
BFC
455
Bedel Financial Consulting
Indiana
$93K
QCG
456
Quadrant Capital Group
Ohio
$89K
ASN
457
Advisory Services Network
Georgia
$84K -$37K -693 -31%
BCA
458
Berman Capital Advisors
Georgia
$83K +$1.6K +30 +2%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$79K
MCM
460
Manchester Capital Management
Vermont
$79K
M
461
Mirova
France
$74K +$71.2K +1,335 New
First Manhattan
462
First Manhattan
New York
$72K -$160K -3,000 -70%
JFA
463
JNBA Financial Advisors
Minnesota
$72K +$6.67K +125 +11%
VFA
464
Valeo Financial Advisors
Indiana
$68K -$1.28K -24 -2%
CWA
465
Clarus Wealth Advisors
Arizona
$61K +$160 +3 +0.3%
CIA
466
CSat Investment Advisory
Michigan
$60K +$21.3K +399 +58%
HCA
467
Heck Capital Advisors
Wisconsin
$55.4K
THWM
468
Taylor Hoffman Wealth Management
Virginia
$54K
CIAS
469
Capital Investment Advisory Services
North Carolina
$53K -$3.47K -65 -6%
BWP
470
Baldwin Wealth Partners
Massachusetts
$52K
CAL
471
Capital Analysts LLC
Pennsylvania
$52K
GWM
472
Geneos Wealth Management
Colorado
$52K +$2.08K +39 +4%
TNBTD
473
Trustmark National Bank Trust Department
Mississippi
$49K
PCM
474
Penserra Capital Management
California
$46K +$5.44K +102 +14%
MA
475
MCF Advisors
Kentucky
$45K

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.