Brown-Forman Class B
BF.B
633 hedge funds and large institutions have $11.1B invested in Brown-Forman Class B in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 227 reducing their positions, and 61 closing their positions.
10% more capital invested
Capital invested by funds: $10B → $11.1B (+$1.03B)
0.69% more ownership
Funds ownership: 48.36% → 49.04% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less funds holding
Funds holding: 639 → 633 (-6)
2% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 61
11% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 227
15% less call options, than puts
Call options by funds: $3.04M | Put options by funds: $3.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$161M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$104M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$51.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$31.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$90.7M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$28.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$18.3M |
| 4 |
Millennium Management
New York
|
-$16.9M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$15.7M |
BF.B Hedge Fund Activity: Q2 2021 in Review
633 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2021, worth a combined $11.1B — up 10% from $10B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of BF.B and 60 opened new positions — a net loss of 1 holder — while 227 trimmed existing stakes and 202 added.
The largest buyer was First Trust Advisors, adding an estimated $161M. The largest seller was BlackRock, cutting an estimated $90.7M.
- 633 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2021, down from 639 in Q1 2021.
- Funds reported $11.1B of Brown-Forman Class B stock for Q2 2021, up 10% quarter-over-quarter.
- 60 funds opened new Brown-Forman Class B positions in Q2 2021 and 61 closed out, a net change of -1 holder.
- The largest Brown-Forman Class B buyer in Q2 2021 was First Trust Advisors, an estimated $161M added.
- The largest Brown-Forman Class B seller in Q2 2021 was BlackRock, an estimated $90.7M sold.
Based on aggregated 13F filings for Q2 2021.