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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
GI
151
GAMMA Investing
California
$75.5K +$46.1K +1,021 +186%
TCOV
152
Trust Company of Vermont
Vermont
$62.6K +$136 +3 +0.2%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$58.1K +$10.2K +225 +23%
PD
154
Point72 (DIFC)
United Arab Emirates
$55.5K +$31.9K +707 +158%
HNB
155
Huntington National Bank
Ohio
$51.2K
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$46.6K +$542 +12 +1%
MIM
157
MetLife Investment Management
New Jersey
$41K -$904 -20 -2%
Barclays
158
Barclays
United Kingdom
$37.7K -$29.4K -651 -45%
NS
159
NBC Securities
Alabama
$31K
JFA
160
JNBA Financial Advisors
Minnesota
$28.4K
IBOK
161
Independence Bank of Kentucky
Kentucky
$27.9K +$18.1K +400 +222%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$26.3K -$9.08K -201 -27%
GG
163
Gleason Group
Kentucky
$25.4K +$136 +3 +0.6%
AA
164
AlphaMark Advisors
Kentucky
$25K +$90 +2 +0.4%
CF
165
Corebridge Financial
Texas
$17.4K -$542 -12 -3%
RBC
166
Roble Belko & Company
Pennsylvania
$17K
CT
167
Caldwell Trust
Florida
$14.7K
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$13K +$4.92K +109 +68%
WSFS
170
Wilmington Savings Fund Society
Delaware
$12.5K +$11.7K +260 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$11.4K +$407 +9 +4%
MSG
172
Main Street Group
Virginia
$8.65K
SAM
173
Smartleaf Asset Management
Massachusetts
$8.2K +$4.16K +92 +114%
UB
174
UMB Bank
Missouri
$7.12K +$6.69K +148 New
Norges Bank
175
Norges Bank
Norway
$6.54K

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.