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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
SSA
76
Schonfeld Strategic Advisors
New York
$693K +$651K +14,410 New
ECM
77
ExodusPoint Capital Management
New York
$650K +$611K +13,514 New
PMFA
78
Plante Moran Financial Advisors
Michigan
$644K
Mariner
79
Mariner
Kansas
$644K +$47.6K +1,054 +9%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$622K +$133K +2,949 +30%
LPL Financial
81
LPL Financial
California
$597K -$421K -9,308 -43%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$586K -$30.5K -675 -5%
Victory Capital Management
83
Victory Capital Management
Texas
$550K -$60.6K -1,342 -11%
SFG
84
Sather Financial Group
Texas
$529K +$28.5K +631 +6%
Deutsche Bank
85
Deutsche Bank
Germany
$523K +$213K +4,711 +76%
HighTower Advisors
86
HighTower Advisors
Illinois
$521K +$1.63K +36 +0.3%
SCA
87
Sippican Capital Advisors
Massachusetts
$510K
QCM
88
Quantinno Capital Management
New York
$507K +$171K +3,782 +56%
Principal Financial Group
89
Principal Financial Group
Iowa
$506K -$141K -3,113 -23%
Citadel Advisors
90
Citadel Advisors
Florida
$493K +$306K +6,772 +195%
TRCT
91
Tower Research Capital (TRC)
New York
$475K +$433K +9,581 +3,270%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$470K +$38.1K +843 +9%
JP Morgan Chase
93
JP Morgan Chase
New York
$438K +$101K +2,227 +32%
O
94
Ossiam
France
$426K +$90.5K +2,004 +29%
UBS Group
95
UBS Group
Switzerland
$416K -$505K -11,177 -56%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$405K
PCS
97
Private Client Services
Kentucky
$402K +$1.72K +38 +0.5%
RWP
98
RWA Wealth Partners
Massachusetts
$400K
BBHC
99
Brown Brothers Harriman & Co
New York
$387K
RJA
100
Raymond James & Associates
Florida
$372K +$11.2K +247 +3%

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.