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Brown-Forman Class A
BF.A

188 hedge funds and large institutions have $945M invested in Brown-Forman Class A in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $683K | Put options by funds: $159K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.25% less ownership

Funds ownership: 10.79% → 10.54% (-0.25%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 191 → 188 (-3)

13% less capital invested

Capital invested by funds: $1.09B → $945M (-$143M)

47% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 78

Holders
188
Holders Change
-3
Holders Change %
-1.57%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
41
Reduced
78
Closed
17
Calls
$683K
Puts
$159K
Net Calls
+$524K
Net Calls Change
-$155K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.14M
2
UIM
USS Investment Management
United Kingdom
+$1.87M
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.82M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$800K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$640K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.1M
2
LT
Lindsell Train
United Kingdom
-$5.42M
3
GRQ
Gardner Russo & Quinn
Pennsylvania
-$4.04M
4
SO
STRS Ohio
Ohio
-$1.71M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
151
Covestor
United Kingdom
$56K +$22.3K +391 +59%
EC
152
EntryPoint Capital
New York
$53.3K +$57.5K +1,006 New
CFGS
153
Concourse Financial Group Securities
Alabama
$42.2K -$3.77K -66 -8%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$39.7K – – –
AIG
155
American International Group
New York
$38.7K -$514 -9 -1%
NS
156
NBC Securities
Alabama
$34K – – –
JFA
157
JNBA Financial Advisors
Minnesota
$31.3K – – –
AA
158
AlphaMark Advisors
Kentucky
$28K +$114 +2 +0.4%
GG
159
Gleason Group
Kentucky
$27.8K +$114 +2 +0.4%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$23.9K – – –
Barclays
161
Barclays
United Kingdom
$20.8K -$36.5K -638 -62%
CT
162
Caldwell Trust
Florida
$16.1K – – –
TRCT
163
Tower Research Capital (TRC)
New York
$14.1K +$229 +4 +2%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$9.71K +$229 +4 +2%
IBOK
165
Independence Bank of Kentucky
Kentucky
$9.53K +$10.3K +180 New
MSG
166
Main Street Group
Virginia
$9.43K – – –
AF
167
Allworth Financial
California
$8.26K +$1.14K +20 +15%
WIC
168
Woodmont Investment Counsel
Tennessee
$8.21K +$8.86K +155 New
Norges Bank
169
Norges Bank
Norway
$7.2K – – –
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$7.15K -$514 -9 -6%
AWM
171
Avior Wealth Management
Nebraska
$5.98K +$6.46K +113 New
CA
172
Clearstead Advisors
Ohio
$5.44K +$6.23K +109 New
FP
173
Financial Perspectives
Minnesota
$5.29K – – –
MRCM
174
M&R Capital Management
New Jersey
$5.03K – – –
CFO
175
CVA Family Office
Colorado
$4.5K -$857 -15 -15%
5 6
7
8 9

BF.A Hedge Fund Activity: Q1 2024 in Review

188 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q1 2024, worth a combined $945M — down 13% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BF.A and 16 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $4.14M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 188 institutional investors held Brown-Forman Class A (BF.A) as of Q1 2024, down from 191 in Q4 2023.
  • Funds reported $945M of Brown-Forman Class A stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new Brown-Forman Class A positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Brown-Forman Class A buyer in Q1 2024 was Jane Street, an estimated $4.14M added.
  • The largest Brown-Forman Class A seller in Q1 2024 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2024.