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Brown-Forman Class B
BF.B

452 hedge funds and large institutions have $5.2B invested in Brown-Forman Class B in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $3.31M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $4.62B → $5.2B (+$586M)

8% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 151

0.6% more ownership

Funds ownership: 69% → 69.6% (+0.6%)

0% more funds holding

Funds holding: 452 → 452 (0)

Holders
452
Holders Change
–
Holders Change %
0%
% of All Funds
11.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
44
Increased
163
Reduced
151
Closed
39
Calls
$6.05M
Puts
$3.31M
Net Calls
+$2.74M
Net Calls Change
+$1.49M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$49M
3
AB
Atlas Brown
Kentucky
+$45.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$22.9M
5
BlackRock
BlackRock
New York
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$68.8M
2
Morgan Stanley
Morgan Stanley
New York
-$28.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$21.8M
4
Millennium Management
Millennium Management
New York
-$17.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
476
AGF Investments LLC
Ontario, Canada
– -$316K -10,170 Closed
LP
477
LMR Partners
United Kingdom
– -$303K -9,731 Closed
BA
478
Bridgewater Associates
Connecticut
– -$257K -8,258 Closed
Lido Advisors
479
Lido Advisors
California
– -$210K -6,748 Closed
PHK
480
Point72 Hong Kong
Hong Kong
– -$186K -5,967 Closed
FT
481
Fiduciary Trust
Massachusetts
– -$100K -3,227 Closed
CT
482
Clearstead Trust
Maine
– -$97K -3,125 Closed
NIPH
483
NN Investment Partners Holdings
Netherlands
– -$66K -2,138 Closed
CG
484
Cutler Group
California
– -$29K -938 Closed
TRCT
485
Tower Research Capital (TRC)
New York
– -$22K -713 Closed
DADC
486
D.A. Davidson & Co
Montana
– -$17K -563 Closed
NIC
487
Northwest Investment Counselors
Oregon
– -$17K -533 Closed
IWM
488
IHT Wealth Management
Illinois
– -$1 -203 Closed
FC
489
Ferris Capital
Massachusetts
– -$4K -122 Closed
Twin Tree Management
490
Twin Tree Management
Texas
– -$2K -50 Closed
16 17 18 19
20

BF.B Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $5.2B — up 13% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BF.B positions and 39 closed out — a net gain of 5 holders — while 163 added to existing stakes and 151 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.5M. The largest seller was Invesco, cutting an estimated $68.8M.

  • 452 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $5.2B of Brown-Forman Class B stock for Q3 2017, up 13% quarter-over-quarter.
  • 44 funds opened new Brown-Forman Class B positions in Q3 2017 and 39 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class B buyer in Q3 2017 was Goldman Sachs, an estimated $55.5M added.
  • The largest Brown-Forman Class B seller in Q3 2017 was Invesco, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2017.