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Brown-Forman Class A
BF.A

188 hedge funds and large institutions have $945M invested in Brown-Forman Class A in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $683K | Put options by funds: $159K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.25% less ownership

Funds ownership: 10.79% → 10.54% (-0.25%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 191 → 188 (-3)

13% less capital invested

Capital invested by funds: $1.09B → $945M (-$143M)

47% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 78

Holders
188
Holders Change
-3
Holders Change %
-1.57%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
41
Reduced
78
Closed
17
Calls
$683K
Puts
$159K
Net Calls
+$524K
Net Calls Change
-$155K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.14M
2
UIM
USS Investment Management
United Kingdom
+$1.87M
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.82M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$800K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$640K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.1M
2
LT
Lindsell Train
United Kingdom
-$5.42M
3
GRQ
Gardner Russo & Quinn
Pennsylvania
-$4.04M
4
SO
STRS Ohio
Ohio
-$1.71M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$4.47M +$4.14M +72,500 +605%
Legal & General Group
27
Legal & General Group
United Kingdom
$4.2M +$1.82M +31,840 +67%
Goldman Sachs
28
Goldman Sachs
New York
$4.01M -$1.19M -20,792 -22%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$3.36M +$640K +11,200 +21%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$2.6M +$52.1K +911 +2%
JFL
31
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.23M – – –
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$2.21M +$54.3K +950 +3%
KGC
33
Kennon-Green & Company
Ohio
$2.05M -$59.6K -1,042 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.01M -$1.05M -18,300 -33%
TTWM
35
TCV Trust & Wealth Management
Virginia
$1.97M – – –
Bank of America
36
Bank of America
North Carolina
$1.96M -$130K -2,272 -6%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$1.91M – – –
US Bancorp
38
US Bancorp
Minnesota
$1.89M -$17.1K -300 -0.8%
WJWM
39
Williams Jones Wealth Management
New York
$1.82M -$1.26M -22,011 -39%
UIM
40
USS Investment Management
United Kingdom
$1.73M +$1.87M +32,657 New
BTW
41
Boston Trust Walden
Massachusetts
$1.72M – – –
SC
42
Schulhoff & Co
Ohio
$1.69M – – –
Wells Fargo
43
Wells Fargo
California
$1.65M -$55.3K -967 -3%
Canada Life
44
Canada Life
Manitoba, Canada
$1.59M +$70.6K +1,235 +4%
DWP
45
Daymark Wealth Partners
Ohio
$1.41M – – –
AIS
46
American Investment Services
Massachusetts
$1.4M +$5.43K +95 +0.4%
EI
47
Ethic Inc
New York
$1.36M +$423K +7,393 +40%
ACM
48
Advisors Capital Management
New Jersey
$1.32M – – –
Neuberger Berman Group
49
Neuberger Berman Group
New York
$1.29M -$3.37K -59 -0.2%
LPL Financial
50
LPL Financial
California
$1.26M -$12.9K -226 -0.9%
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BF.A Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2024, worth a combined $945M — down 13% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BF.A and 16 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $4.14M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 188 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2024, down from 191 in Q4 2023.
  • Funds reported $945M of Brown-Forman Class A stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new Brown-Forman Class A positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Brown-Forman Class A buyer in Q1 2024 was Jane Street, an estimated $4.14M added.
  • The largest Brown-Forman Class A seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2024.