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Brown-Forman Class A

212 hedge funds and large institutions have $976M invested in Brown-Forman Class A in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

2% more funds holding

Funds holding: 207212 (+5)

1.56% less ownership

Funds ownership: 10.78%9.21% (-1.6%)

21% less capital invested

Capital invested by funds: $1.24B → $976M (-$259M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Schubert & Co
Texas
+$62 +1 +25%
DI
227
Disciplined Investments
Oklahoma
+$248 +4 New
T
228
TCWP
Ohio
+$248 +4 New
IA
229
IndexIQ Advisors
New York
+$372 +6 New
PHK
230
Point72 Hong Kong
Hong Kong
+$372 +6 New

BF.A Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2022, worth a combined $976M — down 21% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BF.A positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Glenview Trust, adding an estimated $18.7M. The largest seller was Pitcairn, cutting an estimated $180M.

  • 212 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2022, up from 207 in Q4 2021.
  • Funds reported $976M of Brown-Forman Class A stock for Q1 2022, down 21% quarter-over-quarter.
  • 27 funds opened new Brown-Forman Class A positions in Q1 2022 and 21 closed out, a net change of +6 holders.
  • The largest Brown-Forman Class A buyer in Q1 2022 was Glenview Trust, an estimated $18.7M added.
  • The largest Brown-Forman Class A seller in Q1 2022 was Pitcairn, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.