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Brown-Forman Class A

203 hedge funds and large institutions have $860M invested in Brown-Forman Class A in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

83% more call options, than puts

Call options by funds: $106K | Put options by funds: $58K

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

10% more funds holding

Funds holding: 185203 (+18)

9% more capital invested

Capital invested by funds: $787M → $860M (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 10.58%10.58% (-0%)

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
70
Reduced
50
Closed
10
Calls
$106K
Puts
$58K
Net Calls
+$48K
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$1.28M +$90 +2 +0%
KGC
52
Kennon-Green & Company
Ohio
$1.27M +$4.92K +109 +0.4%
Wells Fargo
53
Wells Fargo
California
$1.26M -$447K -9,892 -27%
ACM
54
Advisors Capital Management
New Jersey
$1.2M
Neuberger Berman Group
55
Neuberger Berman Group
New York
$1.17M +$7.59K +168 +0.7%
SC
56
Stephens Consulting
Michigan
$1.13M
MCC
57
Malaga Cove Capital
California
$1.1M -$13.9K -307 -1%
Squarepoint
58
Squarepoint
New York
$1.1M +$1.03M +22,882 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.07M +$109K +2,417 +12%
FBT
60
First Bankers Trust
Kentucky
$1.04M -$4.52K -100 -0.5%
Treasurer of the State of North Carolina
61
Treasurer of the State of North Carolina
North Carolina
$1.02M +$3.62K +80 +0.4%
AB
62
Atlas Brown
Kentucky
$978K
CSS
63
Cubist Systematic Strategies
Connecticut
$978K +$919K +20,347 New
DWP
64
Daymark Wealth Partners
Ohio
$961K -$813 -18 -0.1%
Invesco
65
Invesco
Georgia
$932K +$7.91K +175 +0.9%
BWP
66
Barlow Wealth Partners
Kentucky
$911K
DWA
67
Douglass Winthrop Advisors
New York
$897K -$47.4K -1,050 -5%
AllianceBernstein
68
AllianceBernstein
Tennessee
$881K -$73.1K -1,618 -8%
PI
69
PineBridge Investments
New York
$866K -$4.65K -103 -0.6%
PTC
70
Private Trust Company
Ohio
$865K
KAS
71
KPP Advisory Services
Kentucky
$855K +$804K +17,788 New
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$850K -$39.8K -880 -5%
PL
73
Parthenon LLC
Kentucky
$827K
HCM
74
Howland Capital Management
Massachusetts
$724K
P
75
Pitcairn
Pennsylvania
$724K +$31.4K +694 +5%

BF.A Hedge Fund Activity: Q3 2024 in Review

203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2024, worth a combined $860M — up 9.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BF.A positions and 10 closed out — a net gain of 18 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was New York State Common Retirement Fund, adding an estimated $10.9M. The largest seller was Vanguard Group, cutting an estimated $35.4M.

  • 203 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $860M of Brown-Forman Class A stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 28 funds opened new Brown-Forman Class A positions in Q3 2024 and 10 closed out, a net change of +18 holders.
  • The largest Brown-Forman Class A buyer in Q3 2024 was New York State Common Retirement Fund, an estimated $10.9M added.
  • The largest Brown-Forman Class A seller in Q3 2024 was Vanguard Group, an estimated $35.4M sold.

Based on aggregated 13F filings for Q3 2024.