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Brown-Forman Class B

507 hedge funds and large institutions have $6.18B invested in Brown-Forman Class B in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 184 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

52% more call options, than puts

Call options by funds: $945K | Put options by funds: $623K

0.11% less ownership

Funds ownership: 42.76%42.65% (-0.11%)

1% less funds holding

Funds holding: 512507 (-5)

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

8% less capital invested

Capital invested by funds: $6.73B → $6.18B (-$549M)

13% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 184

Holders
507
Holders Change
-5
Holders Change %
-0.98%
% of All Funds
11.3%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.25%
New
54
Increased
160
Reduced
184
Closed
57
Calls
$945K
Puts
$623K
Net Calls
+$322K
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
476
MGO One Seven
Ohio
$6K +$6.04K +127 New
PAMU
477
Pictet Asset Management (UK)
United Kingdom
$5.29K -$219K -4,600 -4%
AA
478
AlphaMark Advisors
Kentucky
$5K
FMII
479
Farmers & Merchants Investments Inc
Nebraska
$5K
FC
480
Ferris Capital
Massachusetts
$5K
FCA
481
FinTrust Capital Advisors
South Carolina
$5K +$4.51K +95 New
DWM
482
Doyle Wealth Management
Florida
$5K +$5.23K +110 New
EARNEST Partners
483
EARNEST Partners
Georgia
$4K
KPW
484
Kore Private Wealth
New York
$4K +$3.85K +81 New
CBT
485
Central Bank & Trust
Kentucky
$3K -$14.3K -300 -84%
PCP
486
Proficio Capital Partners
Massachusetts
$3K -$11.6K -244 -80%
SA
487
SRH Advisors
Kansas
$3K
PWMG
488
Prestige Wealth Management Group
New Jersey
$3K +$2.61K +55 New
AIA
489
Alera Investment Advisors
Illinois
$3K +$2.9K +61 New
WANY
490
Wealthspire Advisors (New York)
New York
$3K +$3.28K +69 New
TL
491
TrueWealth LLC
Georgia
$2K -$2.42K -51 -56%
AssetMark Inc
492
AssetMark Inc
California
$2K
BWM
493
BerganKDV Wealth Management
Minnesota
$2K
LWA
494
Lowe Wealth Advisors
Maryland
$2K
SIM
495
Sonora Investment Management
Arizona
$2K
CA
496
Claro Advisors
Massachusetts
$2K +$1.76K +37 New
GT
497
Glenmede Trust
Pennsylvania
$1.04K -$43.4K -913 -4%
Fidelity International
498
Fidelity International
Bermuda
$1K -$238 -5 -28%
GWS
499
Glassman Wealth Services
Virginia
$1K -$95 -2 -7%
WCM
500
WealthBridge Capital Management
Ohio
$1K +$808 +17 New

BF.B Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2018, worth a combined $6.18B — down 8.2% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BF.B and 54 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 160 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $61.9M.

  • 507 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2018, down from 512 in Q3 2018.
  • Funds reported $6.18B of Brown-Forman Class B stock for Q4 2018, down 8.2% quarter-over-quarter.
  • 54 funds opened new Brown-Forman Class B positions in Q4 2018 and 57 closed out, a net change of -3 holders.
  • The largest Brown-Forman Class B buyer in Q4 2018 was Brown Brothers Harriman & Co, an estimated $103M added.
  • The largest Brown-Forman Class B seller in Q4 2018 was Millennium Management, an estimated $61.9M sold.

Based on aggregated 13F filings for Q4 2018.