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Brown-Forman Class A

212 hedge funds and large institutions have $976M invested in Brown-Forman Class A in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

2% more funds holding

Funds holding: 207212 (+5)

1.56% less ownership

Funds ownership: 10.78%9.21% (-1.6%)

21% less capital invested

Capital invested by funds: $1.24B → $976M (-$259M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
76
Douglass Winthrop Advisors
New York
$855K +$200K +3,225 +31%
PMFA
77
Plante Moran Financial Advisors
Michigan
$841K
RJFSA
78
Raymond James Financial Services Advisors
Florida
$789K +$344K +5,552 +79%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$776K -$21.4K -345 -3%
HighTower Advisors
80
HighTower Advisors
Illinois
$758K +$310 +5 +0%
MCC
81
Malaga Cove Capital
California
$731K +$82.9K +1,338 +13%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$695K +$393K +6,349 +134%
SCA
83
Sippican Capital Advisors
Massachusetts
$692K -$62 -1 -0%
AWA
84
Aaron Wealth Advisors
Illinois
$600K +$2.33M +37,644 New
RWA
85
Ropes Wealth Advisors
Massachusetts
$577K
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$572K +$25.6K +413 +5%
RIM
87
Regent Investment Management
Kentucky
$568K
EHC
88
Everett Harris & Co
California
$528K
Truist Financial
89
Truist Financial
North Carolina
$510K
BBHC
90
Brown Brothers Harriman & Co
New York
$504K
CAN
91
Cetera Advisor Networks
California
$501K +$495K +7,984 New
Creative Planning
92
Creative Planning
Kansas
$499K +$867 +14 +0.2%
CIC
93
Chilton Investment Company
Connecticut
$497K -$29.7K -479 -6%
EB
94
Eastern Bank
Massachusetts
$472K
O
95
Ossiam
France
$464K +$458K +7,390 New
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$459K
Canada Life
97
Canada Life
Manitoba, Canada
$453K +$13.4K +216 +3%
ASN
98
Advisory Services Network
Georgia
$437K
EI
99
Ethic Inc
New York
$434K +$120K +1,939 +39%
PFO
100
Pathstone Family Office
New Jersey
$409K +$1.18K +19 +0.3%

BF.A Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2022, worth a combined $976M — down 21% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BF.A positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Glenview Trust, adding an estimated $18.7M. The largest seller was Pitcairn, cutting an estimated $180M.

  • 212 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2022, up from 207 in Q4 2021.
  • Funds reported $976M of Brown-Forman Class A stock for Q1 2022, down 21% quarter-over-quarter.
  • 27 funds opened new Brown-Forman Class A positions in Q1 2022 and 21 closed out, a net change of +6 holders.
  • The largest Brown-Forman Class A buyer in Q1 2022 was Glenview Trust, an estimated $18.7M added.
  • The largest Brown-Forman Class A seller in Q1 2022 was Pitcairn, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.