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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
American Century Companies
101
American Century Companies
Missouri
$367K +$14.7K +325 +4%
Creative Planning
102
Creative Planning
Kansas
$347K +$1.13K +25 +0.3%
ASN
103
Advisory Services Network
Georgia
$338K
XT
104
XTX Topco
Cayman Islands
$337K +$316K +7,004 New
PAS
105
Point72 Asia (Singapore)
Singapore
$332K +$262K +5,793 +519%
Lido Advisors
106
Lido Advisors
California
$327K
STA
107
Summit Trail Advisors
New York
$318K +$6.14K +136 +2%
CAM
108
Cresset Asset Management
Illinois
$305K +$21.5K +475 +8%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$305K -$23.9K -530 -8%
NED
110
Nancy E. Dempze
$288K
RG
111
Rathbones Group
United Kingdom
$288K
LJAC
112
L.J. Altfest & Co
New York
$288K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$280K +$904 +20 +0.3%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$275K
CL
115
Choreo LLC
Illinois
$268K +$14.9K +330 +6%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$268K -$1.72K -38 -0.7%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$257K -$7.54K -167 -3%
AQR Capital Management
118
AQR Capital Management
Connecticut
$252K +$237K +5,240 New
Verition Fund Management
119
Verition Fund Management
Connecticut
$245K +$230K +5,090 New
WG
120
Welch Group
Alabama
$240K
Truist Financial
121
Truist Financial
North Carolina
$210K +$197K +4,369 New
OQS
122
Occudo Quantitative Strategies
Florida
$210K -$381K -8,430 -66%
UBS AM
123
UBS AM
Illinois
$204K +$191K +4,238 New
HWMG
124
Hurlow Wealth Management Group
Indiana
$201K +$189K +4,185 New
GT
125
Glenmede Trust
Pennsylvania
$198K +$3.52K +78 +2%

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.