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Brown-Forman Class B

633 hedge funds and large institutions have $12.1B invested in Brown-Forman Class B in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 218 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $1.34M

28% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$868M)

1% more funds holding

Funds holding: 626633 (+7)

1% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 218

0.85% more ownership

Funds ownership: 48.36%49.21% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
633
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.2%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
64
Increased
221
Reduced
218
Closed
50
Calls
$9.88M
Puts
$1.34M
Net Calls
+$8.54M
Net Calls Change
-$750K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
576
Rockbridge Investment Management
New York
$17K
HNB
577
Huntington National Bank
Ohio
$16K -$67.5K -874 -82%
TPWA
578
TRUE Private Wealth Advisors
Oregon
$16K +$16.2K +210 New
APWM
579
Atlas Private Wealth Management
New York
$15K
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$15K
FCB
581
First Command Bank
Texas
$15K
FCFS
582
First Command Financial Services
Texas
$15K
PO
583
Private Ocean
California
$15K
JWM
584
Janiczek Wealth Management
Colorado
$14K +$13.6K +176 New
ST
585
Smithfield Trust
Pennsylvania
$13K
TCOV
586
Trust Company of Vermont
Vermont
$13K
CFD
587
Creative Financial Designs
Indiana
$11K
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$11K +$2.55K +33 +33%
LWA
589
Lenox Wealth Advisors
New York
$11K +$11.1K +144 New
HPC
590
HM Payson & Co
Maine
$10K
GWS
591
Glassman Wealth Services
Virginia
$10K +$232 +3 +3%
TWA
592
TCI Wealth Advisors
Arizona
$9K -$154 -2 -2%
SLF
593
Sun Life Financial
Ontario, Canada
$9K
AA
594
AlphaMark Advisors
Kentucky
$8K
EARNEST Partners
595
EARNEST Partners
Georgia
$8K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$8K
BWM
597
BerganKDV Wealth Management
Minnesota
$7K +$3.94K +51 +128%
VCM
598
Vigilant Capital Management
Maine
$6K -$5.87K -76 -48%
VAIA
599
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.48K -71 -49%
FHC
600
First Horizon Corporation
Tennessee
$6K

BF.B Hedge Fund Activity: Q4 2020 in Review

633 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2020, worth a combined $12.1B — up 7.7% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BF.B positions and 50 closed out — a net gain of 14 holders — while 221 added to existing stakes and 218 trimmed.

The largest buyer was BlackRock, adding an estimated $88.4M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $63M sold.

  • 633 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2020, up from 626 in Q3 2020.
  • Funds reported $12.1B of Brown-Forman Class B stock for Q4 2020, up 7.7% quarter-over-quarter.
  • 64 funds opened new Brown-Forman Class B positions in Q4 2020 and 50 closed out, a net change of +14 holders.
  • The largest Brown-Forman Class B buyer in Q4 2020 was BlackRock, an estimated $88.4M added.
  • The largest Brown-Forman Class B seller in Q4 2020 was Champlain Investment Partners, an estimated $63M sold.

Based on aggregated 13F filings for Q4 2020.