We are live on ! Find out more
BF.B icon

Brown-Forman Class B

496 hedge funds and large institutions have $6.69B invested in Brown-Forman Class B in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 155 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

93% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $2.69M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

29% more capital invested

Capital invested by funds: $5.2B → $6.69B (+$1.49B)

10% more funds holding

Funds holding: 452496 (+44)

1.32% more ownership

Funds ownership: 69.6%70.93% (+1.3%)

1% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 155

Holders
496
Holders Change
+44
Holders Change %
+9.73%
% of All Funds
11.25%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
78
Increased
154
Reduced
155
Closed
33
Calls
$5.17M
Puts
$2.69M
Net Calls
+$2.49M
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIM
501
Columbia Partners Investment Management
Virginia
-$2.6M -74,905 Closed
Susquehanna International Group
502
Susquehanna International Group
Pennsylvania
-$2.82M -73,831 Closed
Voloridge Investment Management
503
Voloridge Investment Management
Florida
-$1.63M -46,811 Closed
PG
504
PEAK6 Group
Illinois
-$1.68M -44,089 Closed
CCWA
505
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$862K -24,808 Closed
Wellington Management Group
506
Wellington Management Group
Massachusetts
-$652K -18,770 Closed
DSI
507
Daiwa SB Investments
Japan
-$589K -16,953 Closed
QSS
508
Quantitative Systematic Strategies
Florida
-$445K -12,808 Closed
IR
509
Invictus RG
Bermuda
-$431K -12,395 Closed
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
-$402K -11,563 Closed
LCM
511
Landscape Capital Management
New Jersey
-$389K -11,184 Closed
NI
512
Numeric Investors
Massachusetts
-$386K -11,094 Closed
FRM
513
Fox Run Management
Connecticut
-$331K -9,531 Closed
Jacobs Levy Equity Management
514
Jacobs Levy Equity Management
New Jersey
-$307K -8,844 Closed
KeyBank National Association
515
KeyBank National Association
Ohio
-$232K -6,681 Closed
NHC
516
Nicholas Hoffman & Company
Georgia
-$231K -6,641 Closed
KPF
517
K2 Principal Fund
Ontario, Canada
-$221K -6,352 Closed
OAM
518
Oppenheimer Asset Management
New York
-$174K -5,036 Closed
NFG
519
Next Financial Group
Texas
-$129K -3,641 Closed
EDRH
520
Edmond de Rothschild Holding
Switzerland
-$105K -3,009 Closed
HCA
521
Horan Capital Advisors
Ohio
-$102K -2,928 Closed
SFFS
522
Stonehage Fleming Financial Services
Jersey
-$37K -1,341 Closed
EWM
523
Evercore Wealth Management
New York
-$16K -469 Closed
TG
524
TLP Group
Illinois
-$16K -455 Closed
FPF
525
FNY Partners Fund
New York
-$10K -313 Closed

BF.B Hedge Fund Activity: Q4 2017 in Review

496 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2017, worth a combined $6.69B — up 29% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BF.B positions and 33 closed out — a net gain of 45 holders — while 154 added to existing stakes and 155 trimmed.

The largest buyer was American Century Companies, adding an estimated $52.8M. The largest seller was Citadel Advisors, cutting an estimated $29.7M.

  • 496 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2017, up from 452 in Q3 2017.
  • Funds reported $6.69B of Brown-Forman Class B stock for Q4 2017, up 29% quarter-over-quarter.
  • 78 funds opened new Brown-Forman Class B positions in Q4 2017 and 33 closed out, a net change of +45 holders.
  • The largest Brown-Forman Class B buyer in Q4 2017 was American Century Companies, an estimated $52.8M added.
  • The largest Brown-Forman Class B seller in Q4 2017 was Citadel Advisors, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2017.