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

Brown-Forman Class A

212 hedge funds and large institutions have $976M invested in Brown-Forman Class A in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

2% more funds holding

Funds holding: 207212 (+5)

1.56% less ownership

Funds ownership: 10.78%9.21% (-1.6%)

21% less capital invested

Capital invested by funds: $1.24B → $976M (-$259M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$110K +$12.3K +199 +13%
JP Morgan Chase
152
JP Morgan Chase
New York
$99K +$22.5K +363 +30%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$89K -$620 -10 -0.7%
GI
154
Gradient Investments
Minnesota
$82K
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$81K -$329K -5,305 -80%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$71K -$406K -6,553 -85%
HNB
157
Huntington National Bank
Ohio
$67K
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$59K -$723K -11,667 -93%
BFC
159
Bedel Financial Consulting
Indiana
$54K -$39.2K -633 -42%
Nomura Holdings
160
Nomura Holdings
Japan
$42K -$6.69K -108 -14%
Amundi
161
Amundi
France
$42K -$4.15K -67 -9%
AIG
162
American International Group
New York
$42K -$434 -7 -1%
EI
163
Ellevest Inc
New York
$38K -$17.6K -284 -32%
GWM
164
Geneos Wealth Management
Colorado
$37K
JFA
165
JNBA Financial Advisors
Minnesota
$37K
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$37K +$37.4K +603 New
HR
167
Howe & Rusling
New York
$34K -$15.5K -250 -31%
AFS
168
Annapolis Financial Services
Maryland
$34K
Deutsche Bank
169
Deutsche Bank
Germany
$34K +$4.4K +71 +15%
IA
170
IFP Advisors
Florida
$33K +$38.2K +617 New
GG
171
Gleason Group
Kentucky
$32K
AA
172
AlphaMark Advisors
Kentucky
$32K +$2.48K +40 +8%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$29K
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$28K
BL
175
Balentine LLC
Georgia
$28K +$27.8K +448 New

BF.A Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2022, worth a combined $976M — down 21% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BF.A positions and 21 closed out — a net gain of 6 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Glenview Trust, adding an estimated $18.7M. The largest seller was Pitcairn, cutting an estimated $180M.

  • 212 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2022, up from 207 in Q4 2021.
  • Funds reported $976M of Brown-Forman Class A stock for Q1 2022, down 21% quarter-over-quarter.
  • 27 funds opened new Brown-Forman Class A positions in Q1 2022 and 21 closed out, a net change of +6 holders.
  • The largest Brown-Forman Class A buyer in Q1 2022 was Glenview Trust, an estimated $18.7M added.
  • The largest Brown-Forman Class A seller in Q1 2022 was Pitcairn, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2022.