Brown-Forman Class B
BF.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.
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: 7 → 13 (+6)
29% more capital invested
Capital invested by funds: $5.2B → $6.69B (+$1.49B)
10% more funds holding
Funds holding: 452 → 496 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$52.8M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$42.8M |
| 3 |
JP Morgan Chase
New York
|
+$28.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.7M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.7M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$27.7M |
| 3 |
STMM
South Texas Money Management
San Antonio,
Texas
|
-$26M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$23.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$20.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
526
TD Capital Management
Memphis,
Tennessee
| – | -$5K | -150 | Closed |
|
|
HIM
527
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$1K | -31 | Closed |
|
528
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -25 | Closed |
|
|
GI
529
Gradient Investments
Arden Hills,
Minnesota
| – | +$343 | +9 | New |
|
BF.B Hedge Fund Activity: Q4 2017 in Review
496 of the 4,409 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.