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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
AF
176
Allworth Financial
California
$6.3K +$181 +4 +3%
FIA
177
FNY Investment Advisers
New York
$6K +$6.33K +140 New
Mirae Asset Global ETFs Holdings
178
Mirae Asset Global ETFs Holdings
Hong Kong
$5.48K -$542 -12 -10%
AWM
179
Avior Wealth Management
Nebraska
$5.43K
CAL
180
Capital Advisors Ltd
Ohio
$5K +$904 +20 +25%
FP
181
Financial Perspectives
Minnesota
$4.81K
CM
182
Crestline Management
Texas
$4.81K +$4.52K +100 New
MRCM
183
M&R Capital Management
New Jersey
$4.57K
CFGS
184
Concourse Financial Group Securities
Alabama
$2.8K -$21.4K -474 -89%
QC
185
Quent Capital
New York
$2.2K
BGAI
186
Bruce G. Allen Investments
Colorado
$2.02K
MCM
187
MV Capital Management
Maryland
$1.83K +$768 +17 +81%
MCM
188
Manchester Capital Management
Vermont
$1.78K -$452 -10 -21%
GRP
189
Global Retirement Partners
California
$1.39K +$90 +2 +7%
PFBT
190
Parkside Financial Bank & Trust
Missouri
$1.35K -$3.34K -74 -73%
CWC
191
Carolinas Wealth Consulting
North Carolina
$1.21K
Simplex Trading
192
Simplex Trading
Illinois
$1K -$2.35K -52 -63%
PS
193
Principal Securities
Iowa
$817
Jones Financial Companies
194
Jones Financial Companies
Missouri
$521
VAMG
195
Voisard Asset Management Group
Michigan
$481 +$452 +10 New
BIA
196
Bell Investment Advisors
California
$385
AF
197
Advisornet Financial
Minnesota
$385 +$361 +8 New
BF
198
BOK Financial
Oklahoma
$367 +$361 +8 New
DPW
199
DiNuzzo Private Wealth
Pennsylvania
$241 -$45 -1 -17%
IA
200
IFP Advisors
Florida
$192

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.