Brown-Forman Class B
BF.B
450 hedge funds and large institutions have $7.46B invested in Brown-Forman Class B in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 187 reducing their positions, and 30 closing their positions.
117% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 30
74% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $2.76M
8% more funds holding
Funds holding: 418 → 450 (+32)
4.33% more ownership
Funds ownership: 147.9% → 152.24% (+4.3%)
1% more capital invested
Capital invested by funds: $7.36B → $7.46B (+$99.3M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
36% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$113M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$39.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$35.3M |
| 4 |
Renaissance Technologies
New York
|
+$30.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$72.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$68.2M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$65.8M |
| 4 |
AB
Atlas Brown
Louisville,
Kentucky
|
-$46.3M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$31.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
476
Formidable Asset Management
Cincinnati,
Ohio
| – | -$19K | -625 | Closed |
|
477
Lazard Asset Management
New York
| – | -$17K | -575 | Closed |
|
|
CTC
478
Central Trust Company
Jefferson City,
Missouri
| – | -$17K | -544 | Closed |
|
|
MUS
479
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$9K | -281 | Closed |
|
|
VIA
480
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$5K | -156 | Closed |
|
|
IWMPD
481
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$4K | -125 | Closed |
|
|
HL
482
Harding Loevner
Bridgewater,
New Jersey
| – | +$200 | +6 | New |
|
BF.B Hedge Fund Activity: Q4 2015 in Review
450 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2015, worth a combined $7.46B — up 1.3% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BF.B positions and 30 closed out — a net gain of 35 holders — while 119 added to existing stakes and 187 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was American Century Companies, cutting an estimated $72.7M.
- 450 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2015, up from 418 in Q3 2015.
- Funds reported $7.46B of Brown-Forman Class B stock for Q4 2015, up 1.3% quarter-over-quarter.
- 65 funds opened new Brown-Forman Class B positions in Q4 2015 and 30 closed out, a net change of +35 holders.
- The largest Brown-Forman Class B buyer in Q4 2015 was Goldman Sachs, an estimated $113M added.
- The largest Brown-Forman Class B seller in Q4 2015 was American Century Companies, an estimated $72.7M sold.
Based on aggregated 13F filings for Q4 2015.