Institutional Cluster
Institutional cluster: 3 buyers, 0 sellers (bullish)
Actionable Insight • Neutral
No fundamental signal — the buying is entirely from passive index funds. Monitor for any active manager or insider activity for a truer read on sentiment.
Executive Summary
Three major passive index funds (BlackRock, State Street, Fidelity) increased their positions in Brown-Forman during 2026-Q1 by a combined $12.5M. This appears driven by passive fund flows rather than an active investment thesis.
Key Financial Metrics
Direction
accumulating
Buy Value
$43.9M
Sell Value
$0.00
Net Flow
$12.5M
Institutional Positions
Net institutional flow: $12.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BlackRock | ADD | +38.1% | $39.5M | $11.4M |
| State Street | ADD | +30.8% | $3.8M | $951.0K |
| Fidelity | ADD | +32.8% | $586.0K | $153.0K |
Key Facts
- BlackRock added 38.1% to its position, increasing holdings by $11.4M to $39.5M.
- State Street added 30.8%, increasing by $951K to $3.8M.
- Fidelity added 32.8%, increasing by $153K to $586K.
- No sellers reported; net institutional inflow of $12.5M.
Financial Impact
3 passive institutions increased holdings by a net $12.5M (from $31.4M to $43.9M).
institutional ownershipfloat held by passive funds
Risk Factors
- Passive inflows may reverse if index composition changes.
- 13F data is 45+ days old; positions may have been adjusted since quarter-end.
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BF5A-2026-Q1 |
US Market Status
Market Closed — Opens Mon (64h 10m)
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