We are live on ! Find out more
BF.A icon

Brown-Forman Class A

213 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $976M → $1.09B (+$112M)

0% more funds holding

Funds holding: 212213 (+1)

0.16% more ownership

Funds ownership: 9.21%9.38% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
15
Calls
$453K
Puts
Net Calls
+$453K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$443K +$1.14K +18 +0.3%
Truist Financial
102
Truist Financial
North Carolina
$424K -$118K -1,861 -23%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$418K +$444 +7 +0.1%
M&T Bank
104
M&T Bank
New York
$407K -$23.3K -367 -6%
LJAC
105
L.J. Altfest & Co
New York
$406K
CSS
106
Cubist Systematic Strategies
Connecticut
$399K +$57.1K +900 +18%
PAM
107
Panagora Asset Management
Massachusetts
$386K
CMI
108
Clare Market Investments
Texas
$386K -$28.5K -449 -7%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$381K +$358K +5,640 New
CG
110
Caprock Group
Idaho
$373K +$42.1K +664 +14%
CTI
111
Community Trust & Investment
Kentucky
$372K
GIA
112
Gladstone Institutional Advisory
Florida
$372K +$100K +1,581 +40%
RB
113
Rodgers Brothers
Pennsylvania
$365K
Russell Investments Group
114
Russell Investments Group
United Kingdom
$363K +$269K +4,243 +374%
Osaic Holdings
115
Osaic Holdings
Arizona
$352K +$127K +2,004 +63%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$349K +$101K +1,588 +44%
SFG
117
StrategIQ Financial Group
Indiana
$346K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$341K -$1.14K -18 -0.4%
AB
119
Amalgamated Bank
New York
$322K -$9.95K -157 -3%
BCI
120
Brinker Capital Investments
Pennsylvania
$320K +$254 +4 +0.1%
AWM
121
AE Wealth Management
Kansas
$318K +$2.66K +42 +0.9%
GT
122
Glenmede Trust
Pennsylvania
$317K
UBS AM
123
UBS AM
Illinois
$316K
STA
124
Summit Trail Advisors
New York
$312K +$292K +4,606 New
JWCA
125
J.W. Cole Advisors
Florida
$285K

BF.A Hedge Fund Activity: Q2 2022 in Review

213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2022, worth a combined $1.09B — up 11% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BF.A positions and 15 closed out — a net gain of 5 holders — while 69 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was PineBridge Investments, exiting entirely with an estimated $3.93M sold.

  • 213 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $1.09B of Brown-Forman Class A stock for Q2 2022, up 11% quarter-over-quarter.
  • 20 funds opened new Brown-Forman Class A positions in Q2 2022 and 15 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q2 2022 was Morgan Stanley, an estimated $11.4M added.
  • The largest Brown-Forman Class A seller in Q2 2022 was PineBridge Investments, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2022.