Brown-Forman Class B
BF.B
452 hedge funds and large institutions have $4.62B invested in Brown-Forman Class B in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 35 closing their positions.
71% more call options, than puts
Call options by funds: $3.01M | Put options by funds: $1.76M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
1% more capital invested
Capital invested by funds: $4.58B → $4.62B (+$35.2M)
0% more funds holding
Funds holding: 452 → 452 (0)
2.92% less ownership
Funds ownership: 71.93% → 69% (-2.9%)
15% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23M |
| 2 |
Renaissance Technologies
New York
|
+$22M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10.7M |
| 5 |
Morgan Stanley
New York
|
+$9.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.2M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$40.9M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$37.6M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$29M |
| 5 |
BP
BBR Partners
New York
|
-$28.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMT
476
First Mercantile Trust
Cordova,
Tennessee
| – | -$134K | -4,542 | Closed |
|
477
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$102K | -3,438 | Closed |
|
|
MAM
478
Meeder Asset Management
Dublin,
Ohio
| – | -$68K | -2,298 | Closed |
|
|
ACM
479
Americafirst Capital Management
Roseville,
California
| – | -$47K | -1,575 | Closed |
|
|
AA
480
Apriem Advisors
Irvine,
California
| – | -$18K | -625 | Closed |
|
|
AIM
481
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$14K | -469 | Closed |
|
|
MRCM
482
M&R Capital Management
Summit,
New Jersey
| – | -$9K | -313 | Closed |
|
|
ATC
483
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$2K | -84 | Closed |
|
|
EFSCE
484
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -47 | Closed |
|
|
TG
485
TLP Group
Evanston,
Illinois
| – | -$1K | -36 | Closed |
|
|
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1K | -31 | Closed |
|
BF.B Hedge Fund Activity: Q2 2017 in Review
452 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2017, worth a combined $4.62B — up 0.77% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BF.B positions and 35 closed out — a net gain of 3 holders — while 150 added to existing stakes and 177 trimmed.
The largest buyer was Vanguard Group, adding an estimated $23M. The largest seller was Fidelity Investments, cutting an estimated $42.2M.
- 452 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $4.62B of Brown-Forman Class B stock for Q2 2017, up 0.77% quarter-over-quarter.
- 38 funds opened new Brown-Forman Class B positions in Q2 2017 and 35 closed out, a net change of +3 holders.
- The largest Brown-Forman Class B buyer in Q2 2017 was Vanguard Group, an estimated $23M added.
- The largest Brown-Forman Class B seller in Q2 2017 was Fidelity Investments, an estimated $42.2M sold.
Based on aggregated 13F filings for Q2 2017.