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Brown-Forman Class B

450 hedge funds and large institutions have $5.34B invested in Brown-Forman Class B in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 183 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $249K

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0% less funds holding

Funds holding: 451450 (-1)

1.76% less ownership

Funds ownership: 48.7%46.94% (-1.8%)

6% less capital invested

Capital invested by funds: $5.65B → $5.34B (-$312M)

28% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 183

Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
11.95%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
49
Increased
131
Reduced
183
Closed
46
Calls
$1.7M
Puts
$249K
Net Calls
+$1.45M
Net Calls Change
-$589K

BF.B Hedge Fund Activity: Q1 2016 in Review

450 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2016, worth a combined $5.34B — down 5.5% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BF.B positions and 46 closed out — a net gain of 3 holders — while 131 added to existing stakes and 183 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $45.9M. The largest seller was PNC Financial Services Group, cutting an estimated $60.6M.

  • 450 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2016, down from 451 in Q4 2015.
  • Funds reported $5.34B of Brown-Forman Class B stock for Q1 2016, down 5.5% quarter-over-quarter.
  • 49 funds opened new Brown-Forman Class B positions in Q1 2016 and 46 closed out, a net change of +3 holders.
  • The largest Brown-Forman Class B buyer in Q1 2016 was Janus Henderson Investors US, an estimated $45.9M added.
  • The largest Brown-Forman Class B seller in Q1 2016 was PNC Financial Services Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2016.