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Brown-Forman Class A

185 hedge funds and large institutions have $787M invested in Brown-Forman Class A in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $265K | Put options by funds: $106K

0.03% more ownership

Funds ownership: 10.54%10.58% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

2% less funds holding

Funds holding: 188185 (-3)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

17% less capital invested

Capital invested by funds: $945M → $787M (-$158M)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
56
Reduced
57
Closed
27
Calls
$265K
Puts
$106K
Net Calls
+$159K
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MV Capital Management
Maryland
$927 +$1K +21 New
PS
177
Principal Securities
Iowa
$750 +$95 +2 +13%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$485 +$525 +11 New
BIA
179
Bell Investment Advisors
California
$354
DPW
180
DiNuzzo Private Wealth
Pennsylvania
$265 +$48 +1 +20%
IA
181
IFP Advisors
Florida
$177 +$95 +2 +100%
SIC
182
SJS Investment Consulting
Ohio
$133 -$48 -1 -25%
CAM
183
Creekmur Asset Management
Illinois
$133
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$132 -$811 -17 -85%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$98 -$21.5K -450 Closed
TFM
186
TFC Financial Management
Massachusetts
$45 +$48 +1 New
AGWCA
187
Annis Gardner Whiting Capital Advisors
Florida
$1
RB
188
Rodgers Brothers
Pennsylvania
-$551K -10,400 Closed
PAM
189
Panagora Asset Management
Massachusetts
-$531K -10,020 Closed
NW
190
NewEdge Wealth
Pennsylvania
-$483K -9,972 Closed
SSA
191
Schonfeld Strategic Advisors
New York
-$344K -6,500 Closed
TVM
192
True Vision MN
Minnesota
-$292K -5,906 Closed
Truist Financial
193
Truist Financial
North Carolina
-$273K -5,165 Closed
X
194
Xponance
Pennsylvania
-$273K -5,155 Closed
JWCA
195
J.W. Cole Advisors
Florida
-$243K -4,597 Closed
CG
196
Caprock Group
Idaho
-$234K -4,404 Closed
UBS AM
197
UBS AM
Illinois
-$223K -4,207 Closed
MS
198
Maven Securities
Jersey
-$217K -4,100 Closed
SWM
199
Sculati Wealth Management
Michigan
-$214K -4,050 Closed
Millennium Management
200
Millennium Management
New York
-$213K -4,030 Closed

BF.A Hedge Fund Activity: Q2 2024 in Review

185 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2024, worth a combined $787M — down 17% from $945M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of BF.A and 24 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 56 added.

The largest buyer was Bank of New York Mellon, adding an estimated $5.06M. The largest seller was BlackRock, cutting an estimated $7.31M.

  • 185 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2024, down from 188 in Q1 2024.
  • Funds reported $787M of Brown-Forman Class A stock for Q2 2024, down 17% quarter-over-quarter.
  • 24 funds opened new Brown-Forman Class A positions in Q2 2024 and 27 closed out, a net change of -3 holders.
  • The largest Brown-Forman Class A buyer in Q2 2024 was Bank of New York Mellon, an estimated $5.06M added.
  • The largest Brown-Forman Class A seller in Q2 2024 was BlackRock, an estimated $7.31M sold.

Based on aggregated 13F filings for Q2 2024.