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Brown-Forman Class A

211 hedge funds and large institutions have $1.14B invested in Brown-Forman Class A in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $1.09B → $1.14B (+$52.8M)

0.61% more ownership

Funds ownership: 9.38%9.99% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 213211 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
65
Reduced
57
Closed
17
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
BDO Wealth Advisors
Florida
$27K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$27K
N
178
Natixis
France
$25K +$26.7K +373 New
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$21K +$22.3K +312 New
CT
180
Caldwell Trust
Florida
$20.6K
TFP
181
Tilia Fiduciary Partners
North Carolina
$18K
BTI
182
Blue Trust Inc
Georgia
$14K +$429 +6 +3%
BIA
183
Bell Investment Advisors
California
$14K +$4.51K +63 +44%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$13K
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$13K
QC
186
Quent Capital
New York
$10K
SPIA
187
Steward Partners Investment Advisory
New York
$10K +$10.7K +150 New
MAM
188
Meeder Asset Management
Ohio
$6K
MRCM
189
M&R Capital Management
New Jersey
$6K
FF
190
FourThought Financial
Florida
$5K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$5K +$573 +8 +11%
CAL
192
Capital Advisors Ltd
Ohio
$5K +$5.66K +79 New
EARNEST Partners
193
EARNEST Partners
Georgia
$4K
CA
194
Crewe Advisors
Utah
$4K +$1.15K +16 +39%
CS
195
Credit Suisse
Switzerland
$3K -$213K -2,977 -99%
CYG
196
Clean Yield Group
Vermont
$3K
GWS
197
Glassman Wealth Services
Virginia
$3K
PA
198
Parallel Advisors
California
$3K +$286 +4 +12%
CI Investments Inc
199
CI Investments Inc
Ontario, Canada
$3K +$3.08K +43 +860%
ECM
200
ExodusPoint Capital Management
New York
$2K

BF.A Hedge Fund Activity: Q3 2022 in Review

211 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2022, worth a combined $1.14B — up 4.9% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BF.A and 15 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 65 added.

The largest buyer was Vanguard Group, adding an estimated $90.5M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $14.4M sold.

  • 211 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2022, down from 213 in Q2 2022.
  • Funds reported $1.14B of Brown-Forman Class A stock for Q3 2022, up 4.9% quarter-over-quarter.
  • 15 funds opened new Brown-Forman Class A positions in Q3 2022 and 17 closed out, a net change of -2 holders.
  • The largest Brown-Forman Class A buyer in Q3 2022 was Vanguard Group, an estimated $90.5M added.
  • The largest Brown-Forman Class A seller in Q3 2022 was Echo Street Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2022.