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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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$25K -$6.2K -100 -20%
BWA
177
BDO Wealth Advisors
Florida
$25K
TRCT
178
Tower Research Capital (TRC)
New York
$24K -$43.7K -706 -65%
CT
179
Caldwell Trust
Florida
$19.1K
TFP
180
Tilia Fiduciary Partners
North Carolina
$17K
FIA
181
FNY Investment Advisers
New York
$15K +$6.2K +100 +67%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$14K +$4.83K +78 +55%
Simplex Trading
183
Simplex Trading
Illinois
$12K +$12.4K +200 New
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$11K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$9K
QC
186
Quent Capital
New York
$8K
VRM
187
Vectors Research Management
New York
$6K +$6.2K +100 New
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$5K
MAM
189
Meeder Asset Management
Ohio
$5K
MRCM
190
M&R Capital Management
New Jersey
$5K
FF
191
FourThought Financial
Florida
$4K
CYG
192
Clean Yield Group
Vermont
$3K
EARNEST Partners
193
EARNEST Partners
Georgia
$3K
Loomis, Sayles & Company
194
Loomis, Sayles & Company
Massachusetts
$3K +$2.54K +41 New
ECM
195
ExodusPoint Capital Management
New York
$2K -$415K -6,692 -100%
GWS
196
Glassman Wealth Services
Virginia
$2K +$558 +9 +36%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$2K +$1.49K +24 +480%
CI
198
Cordant Inc
Oregon
$1K +$558 +9 New
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$805 +13 +186%
QCG
200
Quadrant Capital Group
Ohio
$1K +$991 +16 +267%

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.