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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
BTW
51
Boston Trust Walden
Massachusetts
$1.22M
SC
52
Schulhoff & Co
Ohio
$1.2M
Millennium Management
53
Millennium Management
New York
$1.2M -$3.48M -80,554 -72%
MCC
54
Malaga Cove Capital
California
$1.11M +$276K +6,384 +28%
Charles Schwab
55
Charles Schwab
California
$1.05M +$1.2M +27,835 New
JFL
56
Jarislowsky, Fraser Ltd
Quebec, Canada
$996K -$178K -4,120 -13%
KGC
57
Kennon-Green & Company
Ohio
$994K +$2.21K +51 +0.2%
EWA
58
EP Wealth Advisors
California
$978K -$28.7K -665 -2%
AIS
59
American Investment Services
Massachusetts
$970K -$40.3K -932 -3%
ACM
60
Advisors Capital Management
New Jersey
$940K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$923K +$92.7K +2,144 +10%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$900K -$15.5K -358 -1%
SC
63
Stephens Consulting
Michigan
$885K
CFM
64
Catalyst Funds Management
Australia
$852K +$856K +19,799 +707%
UIM
65
USS Investment Management
United Kingdom
$817K -$826K -19,108 -47%
Treasurer of the State of North Carolina
66
Treasurer of the State of North Carolina
North Carolina
$807K +$6.05K +140 +0.7%
FBT
67
First Bankers Trust
Kentucky
$802K -$17.3K -400 -2%
Invesco
68
Invesco
Georgia
$786K +$63.7K +1,473 +8%
AB
69
Atlas Brown
Kentucky
$767K
Raymond James Financial
70
Raymond James Financial
Florida
$765K +$878K +20,300 New
DWP
71
Daymark Wealth Partners
Ohio
$753K
PI
72
PineBridge Investments
New York
$716K +$42.1K +973 +5%
Marshall Wace
73
Marshall Wace
United Kingdom
$697K +$800K +18,505 New
PTC
74
Private Trust Company
Ohio
$678K
PL
75
Parthenon LLC
Kentucky
$648K

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.