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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
PL
126
Parthenon LLC
Kentucky
$6.65M
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$6.64M +$592K +11,100 +10%
TTWM
128
TCV Trust & Wealth Management
Virginia
$6.42M
SYBT
129
Stock Yards Bank & Trust
Kentucky
$6.31M -$5.35M -100,173 -47%
Aviva
130
Aviva
United Kingdom
$6.21M -$139K -2,604 -2%
MC
131
Maverick Capital
Texas
$6.2M +$5.97M +111,810 New
Ameriprise
132
Ameriprise
Minnesota
$6.07M +$379K +7,096 +7%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$5.93M +$1.87M +35,080 +49%
ERSOT
134
Employees Retirement System of Texas
Texas
$5.9M -$53.4K -1,000 -0.9%
ASRS
135
Arizona State Retirement System
Arizona
$5.71M -$1.93M -36,230 -26%
CPO
136
Cerity Partners OCIO
New York
$5.71M +$640K +11,995 +13%
RIM
137
Regent Investment Management
Kentucky
$5.61M
Nomura Asset Management
138
Nomura Asset Management
Japan
$5.46M +$495K +9,280 +10%
Arrowstreet Capital
139
Arrowstreet Capital
Massachusetts
$5.24M +$4.58M +85,832 +987%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$5.21M +$1.06M +19,821 +27%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$5.19M -$1.58M -29,582 -24%
AAIM
142
Asset Advisors Investment Management
Georgia
$5.11M
OC
143
Oppenheimer & Co
New York
$5.1M +$30.5K +572 +0.6%
TEE
144
Tibra Equities Europe
United Kingdom
$4.99M +$4.8M +90,000 New
SI
145
Stephens Inc
Arkansas
$4.9M +$155K +2,900 +3%
SIMG
146
Stephens Investment Management Group
Texas
$4.89M +$270K +5,058 +6%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$4.7M +$56.6K +1,060 +1%
Comerica Bank
148
Comerica Bank
Texas
$4.51M +$291K +5,460 +7%
ACI
149
AMP Capital Investors
Australia
$4.49M +$406K +7,615 +10%
AA
150
Apriem Advisors
California
$4.42M +$233K +4,375 +6%

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.