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Brown-Forman Class 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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding

Funds holding: 203204 (+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)

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
62
Reduced
65
Closed
26
Calls
$400K
Puts
$177K
Net Calls
+$223K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$3.52M -$166K -3,840 -4%
SYBT
27
Stock Yards Bank & Trust
Kentucky
$3.45M -$249K -5,755 -6%
N
28
Nuveen
North Carolina
$3.36M
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$3.24M +$135K +3,117 +4%
HIC
30
Harvey Investment Company
Kentucky
$3.22M -$713K -16,500 -16%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$2.51M +$130K +3,000 +5%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$2.5M +$1.24M +28,755 +77%
HF
33
HRT Financial
New York
$2.39M -$4.93M -113,964 -64%
Citadel Advisors
34
Citadel Advisors
Florida
$2.25M +$2.13M +49,329 +481%
Bank of America
35
Bank of America
North Carolina
$1.93M -$298K -6,889 -12%
Jane Street
36
Jane Street
New York
$1.84M -$1.72M -39,713 -45%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$1.82M +$16.3K +377 +0.8%
SFG
38
Sather Financial Group
Texas
$1.74M +$1.52M +35,252 +320%
US Bancorp
39
US Bancorp
Minnesota
$1.74M +$454K +10,495 +29%
Goldman Sachs
40
Goldman Sachs
New York
$1.72M -$3.7M -85,667 -65%
Wells Fargo
41
Wells Fargo
California
$1.66M +$764K +17,672 +67%
Deutsche Bank
42
Deutsche Bank
Germany
$1.48M +$1.23M +28,478 +262%
TTWM
43
TCV Trust & Wealth Management
Virginia
$1.4M
JSW
44
Journey Strategic Wealth
New Jersey
$1.38M
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$1.36M
EI
46
Ethic Inc
New York
$1.29M +$364K +8,410 +33%
SCM
47
Sone Capital Management
New York
$1.27M +$1.45M +33,611 New
Canada Life
48
Canada Life
Manitoba, Canada
$1.26M -$24.7K -571 -2%
WJWM
49
Williams Jones Wealth Management
New York
$1.24M
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1.24M

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.