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Brown-Forman Class B

626 hedge funds and large institutions have $11.2B invested in Brown-Forman Class B in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 233 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,055% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $880K

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $9.51B → $11.2B (+$1.7B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 599626 (+27)

0.05% less ownership

Funds ownership: 48.4%48.36% (-0.05%)

17% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 233

Holders
626
Holders Change
+27
Holders Change %
+4.51%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
67
Increased
194
Reduced
233
Closed
37
Calls
$10.2M
Puts
$880K
Net Calls
+$9.29M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
551
Harel Insurance Investments & Financial Services
Israel
$39K
FAM
552
Fred Alger Management
New York
$38K -$51.8K -724 -59%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$35K
AIL
554
AGF Investments LLC
Ontario, Canada
$35K +$6.8K +95 +26%
HR
555
Howe & Rusling
New York
$34K
LC
556
Lindbrook Capital
California
$32K
CFA
557
Carroll Financial Associates
North Carolina
$31K
NR
558
Newfound Research
Massachusetts
$30K +$28.5K +398 New
PFBT
559
Parkside Financial Bank & Trust
Missouri
$28K -$2.15K -30 -7%
WTC
560
WhitTier Trust Company
Nevada
$28K
ETI
561
Enterprise Trust & Investment
California
$27K
PB
562
Pinnacle Bancorp
Nebraska
$25K +$14K +196 +142%
EW
563
Evoke Wealth
California
$23K
TFS
564
TrustCore Financial Services
Tennessee
$20K
MAM
565
Meeder Asset Management
Ohio
$20K +$429 +6 +2%
WPA
566
West Paces Advisors
Georgia
$18.2K
TFO
567
Tarbox Family Office
California
$18K
ZB
568
Zions Bancorporation
Utah
$18K
OAJ
569
Ogorek Anthony Joseph
New York
$17K
GRP
570
Global Retirement Partners
California
$16K -$429 -6 -3%
H
571
Hexavest
Quebec, Canada
$16K
RIM
572
Rockbridge Investment Management
New York
$16K
Millennium Management
573
Millennium Management
New York
$15.2K +$3.44K +48 +0%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$15K
APWM
575
Atlas Private Wealth Management
New York
$15K +$72 +1 +0.5%

BF.B Hedge Fund Activity: Q3 2020 in Review

626 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2020, worth a combined $11.2B — up 18% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BF.B positions and 37 closed out — a net gain of 30 holders — while 194 added to existing stakes and 233 trimmed.

The largest buyer was Fundsmith LLP, adding an estimated $27.8M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $63.1M.

  • 626 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2020, up from 599 in Q2 2020.
  • Funds reported $11.2B of Brown-Forman Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 67 funds opened new Brown-Forman Class B positions in Q3 2020 and 37 closed out, a net change of +30 holders.
  • The largest Brown-Forman Class B buyer in Q3 2020 was Fundsmith LLP, an estimated $27.8M added.
  • The largest Brown-Forman Class B seller in Q3 2020 was Brown Brothers Harriman & Co, an estimated $63.1M sold.

Based on aggregated 13F filings for Q3 2020.