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Brown-Forman Class 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: 67 (+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: 452452 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$1.7M +$53.9K +1,661 +4%
CPO
202
Cerity Partners OCIO
New York
$1.69M +$31.9K +983 +2%
PIM
203
Penobscot Investment Management
Massachusetts
$1.68M
IDBONY
204
Israel Discount Bank of New York
New York
$1.67M +$1.56M +48,153 New
KFBMI
205
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.63M -$152K -4,688 -9%
Voloridge Investment Management
206
Voloridge Investment Management
Florida
$1.63M +$1M +30,925 +195%
RFC
207
Regions Financial Corp
Alabama
$1.61M
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$1.61M +$178K +5,491 +13%
V
209
Veritable
Delaware
$1.6M -$1.62K -50 -0.1%
LPL Financial
210
LPL Financial
California
$1.54M +$11.9K +365 +0.8%
PG
211
PEAK6 Group
Illinois
$1.53M +$1.19M +36,539 +484%
IA
212
IFP Advisors
Florida
$1.53M -$12.3K -380 -0.9%
BC
213
Bartlett & Co
Ohio
$1.5M -$17.5K -538 -1%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$1.5M +$2.73K +84 +0.2%
MSA
215
Mason Street Advisors
Wisconsin
$1.48M +$134K +4,116 +11%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.45M +$91.4K +2,813 +7%
SLI
217
Sumitomo Life Insurance
Japan
$1.42M -$951K -29,276 -42%
BG
218
Bahl & Gaynor
Ohio
$1.41M
PAM
219
Panagora Asset Management
Massachusetts
$1.39M +$56.1K +1,726 +5%
NFA
220
Nuveen Fund Advisors
Illinois
$1.38M -$185K -5,685 -13%
AR
221
Advisory Research
Illinois
$1.38M +$846K +26,036 +191%
GS
222
GAM Systematic
United Kingdom
$1.36M +$244K +7,520 +24%
WAM
223
World Asset Management
Michigan
$1.34M +$78.7K +2,423 +7%
MOACM
224
Mutual of America Capital Management
New York
$1.29M +$126K +3,894 +12%
CBOA
225
Commonwealth Bank of Australia
Australia
$1.27M -$325 -10 -0%

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.