Brown-Forman Class A
BF.A
204 hedge funds and large institutions have $671M invested in Brown-Forman Class A in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 26 closing their positions.
126% more call options, than puts
Call options by funds: $400K | Put options by funds: $177K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
0% more funds holding
Funds holding: 203 → 204 (+1)
0.05% less ownership
Funds ownership: 10.58% → 10.52% (-0.05%)
5% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 65
22% less capital invested
Capital invested by funds: $860M → $671M (-$189M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$6.24M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$5.89M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$4.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.13M |
| 5 |
BlackRock
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$9.58M |
| 2 |
HF
HRT Financial
New York
|
-$4.93M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$4.84M |
| 4 |
Goldman Sachs
New York
|
-$3.7M |
| 5 |
Millennium Management
New York
|
-$3.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Simplex Trading
Chicago,
Illinois
| – | -$1K | -30 | Closed |
|
227
Jones Financial Companies
Des Peres,
Missouri
| – | -$521 | -11 | Closed |
|
|
VAMG
228
Voisard Asset Management Group
Grand Rapids,
Michigan
| – | -$481 | -10 | Closed |
|
|
BF
229
BOK Financial
Tulsa,
Oklahoma
| – | -$367 | -8 | Closed |
|
|
CA
230
Claris Advisors
St. Louis,
Missouri
| – | -$96 | -2 | Closed |
|
|
HWM
231
Hemington Wealth Management
Falls Church,
Virginia
| – | +$43 | +1 | +14% |
|
BF.A Hedge Fund Activity: Q4 2024 in Review
204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2024, worth a combined $671M — down 22% from $860M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BF.A positions and 26 closed out — a net gain of 4 holders — while 62 added to existing stakes and 65 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $6.24M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.58M.
- 204 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $671M of Brown-Forman Class A stock for Q4 2024, down 22% quarter-over-quarter.
- 30 funds opened new Brown-Forman Class A positions in Q4 2024 and 26 closed out, a net change of +4 holders.
- The largest Brown-Forman Class A buyer in Q4 2024 was Bank of New York Mellon, an estimated $6.24M added.
- The largest Brown-Forman Class A seller in Q4 2024 was New York State Common Retirement Fund, an estimated $9.58M sold.
Based on aggregated 13F filings for Q4 2024.