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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
BCFD
126
Boit C.F. David
$195K
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$191K +$78.9K +1,746 +79%
PP
128
Paloma Partners
Connecticut
$188K +$177K +3,920 New
California State Teachers Retirement System (CalSTRS)
129
California State Teachers Retirement System (CalSTRS)
California
$175K +$3.66K +81 +2%
NRC
130
New Republic Capital
North Carolina
$157K +$146K +3,242 New
Franklin Resources
131
Franklin Resources
California
$156K -$1.76K -39 -1%
MA
132
MCF Advisors
Kentucky
$155K
Citigroup
133
Citigroup
New York
$154K +$55.2K +1,221 +62%
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$145K
FFA
135
Farther Finance Advisors
California
$139K +$3.75K +83 +3%
PC
136
Permit Capital
Pennsylvania
$138K
CFM
137
Catalyst Funds Management
Australia
$135K +$127K +2,800 New
EB
138
Eastern Bank
Massachusetts
$135K +$127K +2,800 New
Osaic Holdings
139
Osaic Holdings
Arizona
$130K -$35.1K -776 -22%
AB
140
Amalgamated Bank
New York
$126K -$3.57K -79 -3%
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$120K -$30.5K -676 -21%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$120K +$10.9K +242 +11%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$103K +$17K +376 +21%
Comerica Bank
144
Comerica Bank
Texas
$100K +$8.4K +186 +10%
EWA
145
EverSource Wealth Advisors
Alabama
$90.9K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$90K +$37.7K +835 +80%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$89.9K -$88.3K -1,954 -51%
SCM
148
Sterling Capital Management
North Carolina
$89.2K +$83.9K +1,856 New
C
149
Covestor
United Kingdom
$89K +$28.5K +630 +52%
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.8K

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.