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Brown-Forman Class B
BF.B

452 hedge funds and large institutions have $5.2B invested in Brown-Forman Class B in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $3.31M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $4.62B → $5.2B (+$586M)

8% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 151

0.6% more ownership

Funds ownership: 69% → 69.6% (+0.6%)

0% more funds holding

Funds holding: 452 → 452 (0)

Holders
452
Holders Change
–
Holders Change %
0%
% of All Funds
11.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
44
Increased
163
Reduced
151
Closed
39
Calls
$6.05M
Puts
$3.31M
Net Calls
+$2.74M
Net Calls Change
+$1.49M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$55.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$49M
3
AB
Atlas Brown
Kentucky
+$45.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$22.9M
5
BlackRock
BlackRock
New York
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$68.8M
2
Morgan Stanley
Morgan Stanley
New York
-$28.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$21.8M
4
Millennium Management
Millennium Management
New York
-$17.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
151
Brinker Capital
Pennsylvania
$3.05M +$37.5K +1,155 +1%
BCM
152
Bowie Capital Management
Texas
$3.04M -$152K -4,688 -5%
SAM
153
Shell Asset Management
Netherlands
$3M -$273K -8,399 -9%
TPSF
154
Texas Permanent School Fund
Texas
$2.95M +$232K +7,136 +9%
Bessemer Group
155
Bessemer Group
New Jersey
$2.92M +$2.05K +63 +0.1%
NG
156
Northstar Group
New York
$2.92M +$96.4K +2,969 +4%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.9M -$203K -6,249 -7%
NFA
158
Nationwide Fund Advisors
Ohio
$2.85M +$195K +6,017 +8%
NB
159
Norinchukin Bank
Japan
$2.85M +$188K +5,789 +8%
PAM
160
Peninsula Asset Management
Florida
$2.83M -$8.83K -272 -0.3%
CCM
161
Chickasaw Capital Management
Tennessee
$2.81M – – –
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$2.76M -$40.6K -1,249 -2%
Nomura Holdings
163
Nomura Holdings
Japan
$2.65M -$776K -23,895 -24%
NIM
164
Northeast Investment Management
Massachusetts
$2.61M -$33.7K -1,039 -1%
CPIM
165
Columbia Partners Investment Management
Virginia
$2.6M -$500K -15,386 -17%
FIM
166
Fruth Investment Management
Texas
$2.6M -$38.1K -1,172 -2%
Nomura Asset Management
167
Nomura Asset Management
Japan
$2.58M -$516K -15,889 -18%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$2.57M +$285K +8,790 +14%
AAF
169
Andra AP-fonden
Sweden
$2.54M +$50.7K +1,562 +2%
SG Americas Securities
170
SG Americas Securities
New York
$2.5M +$2.09M +64,231 +838%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$2.46M +$606K +18,668 +36%
PAG
172
Private Advisor Group
New Jersey
$2.42M +$401K +12,344 +21%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$2.42M -$551K -16,965 -20%
KCPG
174
Kavar Capital Partners Group
Kansas
$2.4M -$10.1K -312 -0.4%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$2.38M +$168K +5,176 +8%
5 6
7
8 9

BF.B Hedge Fund Activity: Q3 2017 in Review

452 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2017, worth a combined $5.2B — up 13% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BF.B positions and 39 closed out — a net gain of 5 holders — while 163 added to existing stakes and 151 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $55.5M. The largest seller was Invesco, cutting an estimated $68.8M.

  • 452 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $5.2B of Brown-Forman Class B stock for Q3 2017, up 13% quarter-over-quarter.
  • 44 funds opened new Brown-Forman Class B positions in Q3 2017 and 39 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class B buyer in Q3 2017 was Goldman Sachs, an estimated $55.5M added.
  • The largest Brown-Forman Class B seller in Q3 2017 was Invesco, an estimated $68.8M sold.

Based on aggregated 13F filings for Q3 2017.