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Brown-Forman Class B

552 hedge funds and large institutions have $8.11B invested in Brown-Forman Class B in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $7.45B → $8.11B (+$659M)

3% more funds holding

Funds holding: 537552 (+15)

1.75% more ownership

Funds ownership: 45.9%47.65% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

33% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $5.49M

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
11.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
67
Increased
195
Reduced
179
Closed
42
Calls
$3.69M
Puts
$5.49M
Net Calls
-$1.8M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$15K
LC
502
Lindbrook Capital
California
$14K
TFS
503
TrustCore Financial Services
Tennessee
$14K +$13.9K +260 New
WPA
504
West Paces Advisors
Georgia
$13.4K
TWA
505
TCI Wealth Advisors
Arizona
$13K -$1.45M -27,191 -99%
APA
506
American Portfolios Advisors
New York
$12.3K
OAJ
507
Ogorek Anthony Joseph
New York
$12K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$12K +$587 +11 +5%
H
509
Hexavest
Quebec, Canada
$12K +$11.2K +209 New
CTC
510
Central Trust Company
Missouri
$11K
UB
511
UMB Bank
Missouri
$10.9K -$1.02M -19,158 -9%
FEG
512
Financial Enhancement Group
Indiana
$10K
TFO
513
Tarbox Family Office
California
$10K +$2.51K +47 +34%
GRP
514
Global Retirement Partners
California
$9K
EARNEST Partners
515
EARNEST Partners
Georgia
$9K +$3.9K +73 +83%
PCP
516
Proficio Capital Partners
Massachusetts
$9K +$4.27K +80 +101%
FPFS
517
First Personal Financial Services
North Carolina
$8K
PB
518
Pinnacle Bancorp
Nebraska
$8K +$7.37K +138 New
SLF
519
Sun Life Financial
Ontario, Canada
$7K -$7.9K -148 -52%
GWS
520
Glassman Wealth Services
Virginia
$7K +$160 +3 +2%
PCM
521
Prelude Capital Management
New York
$6K -$10.9K -204 -66%
CAPTRUST Financial Advisors
522
CAPTRUST Financial Advisors
North Carolina
$6K
AA
523
AlphaMark Advisors
Kentucky
$6K +$53 +1 +1%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$6K +$160 +3 +3%
DWM
525
Doyle Wealth Management
Florida
$6K +$5.87K +110 New

BF.B Hedge Fund Activity: Q2 2019 in Review

552 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2019, worth a combined $8.11B — up 8.8% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BF.B positions and 42 closed out — a net gain of 25 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $351M. The largest seller was BlackRock, cutting an estimated $107M.

  • 552 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2019, up from 537 in Q1 2019.
  • Funds reported $8.11B of Brown-Forman Class B stock for Q2 2019, up 8.8% quarter-over-quarter.
  • 67 funds opened new Brown-Forman Class B positions in Q2 2019 and 42 closed out, a net change of +25 holders.
  • The largest Brown-Forman Class B buyer in Q2 2019 was Baird Financial Group, an estimated $351M added.
  • The largest Brown-Forman Class B seller in Q2 2019 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2019.