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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
California State Teachers Retirement System (CalSTRS)
126
California State Teachers Retirement System (CalSTRS)
California
$136K -$1.08K -25 -0.7%
Osaic Holdings
127
Osaic Holdings
Arizona
$135K +$37.8K +874 +32%
IBOK
128
Independence Bank of Kentucky
Kentucky
$135K +$130K +3,000 +517%
AF
129
Allworth Financial
California
$132K +$168K +3,888 +2,968%
MCM
130
MAI Capital Management
Ohio
$127K +$145K +3,362 New
PAS
131
Point72 Asia (Singapore)
Singapore
$127K -$153K -3,550 -51%
Amundi
132
Amundi
France
$124K -$1.11M -25,623 -88%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$124K +$61.3K +1,419 +76%
MA
134
MCF Advisors
Kentucky
$122K
GI
135
GAMMA Investing
California
$121K +$71K +1,642 +105%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$116K
SCM
137
Sterling Capital Management
North Carolina
$110K +$45.9K +1,062 +57%
PC
138
Permit Capital
Pennsylvania
$109K
EB
139
Eastern Bank
Massachusetts
$106K
FFA
140
Farther Finance Advisors
California
$105K -$5.06K -117 -4%
AB
141
Amalgamated Bank
New York
$99K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$90.7K +$9.6K +222 +10%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$74K +$43K +995 +103%
EWA
144
EverSource Wealth Advisors
Alabama
$71.2K
Citigroup
145
Citigroup
New York
$68.7K -$59.7K -1,381 -43%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$66.3K
Comerica Bank
147
Comerica Bank
Texas
$64.6K -$16K -370 -18%
C
148
Covestor
United Kingdom
$64K -$6.7K -155 -8%
BC
149
Barrett & Company
Rhode Island
$59.5K +$68.3K +1,580 New
Russell Investments Group
150
Russell Investments Group
United Kingdom
$56.8K +$12.9K +298 +25%

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.