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Brown-Forman Class A

204 hedge funds and large institutions have $671M invested in Brown-Forman Class A in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $400K | Put options by funds: $177K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding

Funds holding: 203204 (+1)

0.05% less ownership

Funds ownership: 10.58%10.52% (-0.05%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

22% less capital invested

Capital invested by funds: $860M → $671M (-$189M)

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
62
Reduced
65
Closed
26
Calls
$400K
Puts
$177K
Net Calls
+$223K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$303K +$121K +2,809 +54%
BBHC
102
Brown Brothers Harriman & Co
New York
$303K
American Century Companies
103
American Century Companies
Missouri
$299K +$13.9K +322 +4%
ASN
104
Advisory Services Network
Georgia
$289K +$951 +22 +0.3%
O
105
Ossiam
France
$287K -$53.8K -1,245 -14%
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$276K +$317K +7,327 New
CI Investments Inc
107
CI Investments Inc
Ontario, Canada
$270K +$201K +4,654 +186%
TRCT
108
Tower Research Capital (TRC)
New York
$260K -$128K -2,968 -30%
Lido Advisors
109
Lido Advisors
California
$259K +$1.43K +33 +0.5%
Verition Fund Management
110
Verition Fund Management
Connecticut
$257K +$74.7K +1,728 +34%
UBS AM
111
UBS AM
Illinois
$251K +$105K +2,431 +57%
JP Morgan Chase
112
JP Morgan Chase
New York
$249K -$108K -2,507 -28%
Creative Planning
113
Creative Planning
Kansas
$246K -$29.8K -690 -10%
LJAC
114
L.J. Altfest & Co
New York
$226K
RG
115
Rathbones Group
United Kingdom
$226K
VOYA Investment Management
116
VOYA Investment Management
Georgia
$223K -$18.2K -421 -7%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$219K -$865 -20 -0.3%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$216K
CM
119
Crestline Management
Texas
$211K +$238K +5,500 +5,500%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$199K +$120K +2,779 +111%
Franklin Resources
121
Franklin Resources
California
$160K +$42.2K +976 +30%
BCFD
122
Boit C.F. David
$157K
GT
123
Glenmede Trust
Pennsylvania
$153K -$2.42K -56 -1%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$148K -$994 -23 -0.6%
ACA
125
Aptus Capital Advisors
Alabama
$138K +$158K +3,662 New

BF.A Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2024, worth a combined $671M — down 22% from $860M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BF.A positions and 26 closed out — a net gain of 4 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $6.24M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.58M.

  • 204 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $671M of Brown-Forman Class A stock for Q4 2024, down 22% quarter-over-quarter.
  • 30 funds opened new Brown-Forman Class A positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class A buyer in Q4 2024 was Bank of New York Mellon, an estimated $6.24M added.
  • The largest Brown-Forman Class A seller in Q4 2024 was New York State Common Retirement Fund, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2024.