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Brown-Forman Class A
BF.A

191 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,617% more call options, than puts

Call options by funds: $721K | Put options by funds: $42K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

4% more funds holding

Funds holding: 184 → 191 (+7)

4% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$45.6M)

0.19% more ownership

Funds ownership: 10.61% → 10.79% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
55
Reduced
60
Closed
14
Calls
$721K
Puts
$42K
Net Calls
+$679K
Net Calls Change
+$778K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.39M
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.75M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.7M
5
SO
STRS Ohio
Ohio
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$5.09M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$5.05M
3
GF
Gabelli Funds
New York
-$1.51M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.14M
5
Jane Street
Jane Street
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$714K -$1.05M -17,901 -60%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$651K -$62.2K -1,058 -9%
HighTower Advisors
78
HighTower Advisors
Illinois
$648K -$59 -1 -0%
RB
79
Rodgers Brothers
Pennsylvania
$620K +$147K +2,500 +32%
PI
80
PineBridge Investments
New York
$617K +$609K +10,359 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$550K +$141K +2,391 +35%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$533K -$2K -34 -0.4%
RJA
83
Raymond James & Associates
Florida
$524K +$43K +731 +9%
RWP
84
RWA Wealth Partners
Massachusetts
$514K +$507K +8,618 New
OQS
85
Occudo Quantitative Strategies
Florida
$510K -$395K -6,718 -44%
BC
86
Bartlett & Co
Ohio
$504K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$504K – – –
EHC
88
Everett Harris & Co
California
$501K – – –
PCS
89
Private Client Services
Kentucky
$492K +$485K +8,256 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$484K -$163K -2,768 -25%
BBHC
91
Brown Brothers Harriman & Co
New York
$479K – – –
PAM
92
Panagora Asset Management
Massachusetts
$467K – – –
American Century Companies
93
American Century Companies
Missouri
$428K -$2.53K -43 -0.6%
Creative Planning
94
Creative Planning
Kansas
$419K – – –
ASN
95
Advisory Services Network
Georgia
$415K – – –
Lido Advisors
96
Lido Advisors
California
$412K – – –
LKIM
97
Lawson Kroeker Investment Management
Nebraska
$376K – – –
LJAC
98
L.J. Altfest & Co
New York
$358K – – –
RG
99
Rathbones Group
United Kingdom
$358K – – –
TVM
100
True Vision MN
Minnesota
$353K +$347K +5,906 New
2 3
4
5 6

BF.A Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2023, worth a combined $1.09B — up 4.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BF.A positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Gardner Russo & Quinn, cutting an estimated $5.09M.

  • 191 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2023, up from 184 in Q3 2023.
  • Funds reported $1.09B of Brown-Forman Class A stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 25 funds opened new Brown-Forman Class A positions in Q4 2023 and 14 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class A buyer in Q4 2023 was Morgan Stanley, an estimated $13.8M added.
  • The largest Brown-Forman Class A seller in Q4 2023 was Gardner Russo & Quinn, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2023.