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Brown-Forman Class A

204 hedge funds and large institutions have $671M invested in Brown-Forman Class A in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $400K | Put options by funds: $177K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding

Funds holding: 203204 (+1)

0.05% less ownership

Funds ownership: 10.58%10.52% (-0.05%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

22% less capital invested

Capital invested by funds: $860M → $671M (-$189M)

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
62
Reduced
65
Closed
26
Calls
$400K
Puts
$177K
Net Calls
+$223K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$6.37K +$7.31K +169 New
CWM
177
Crowley Wealth Management
Delaware
$5.65K +$6.49K +150 New
Norges Bank
178
Norges Bank
Norway
$5.13K
GSWM
179
Golden State Wealth Management
California
$4.52K +$5.19K +120 New
AWM
180
Avior Wealth Management
Nebraska
$4.49K +$259 +6 +5%
Mirae Asset Global ETFs Holdings
181
Mirae Asset Global ETFs Holdings
Hong Kong
$4.3K
FP
182
Financial Perspectives
Minnesota
$3.77K
FIA
183
FNY Investment Advisers
New York
$3K -$1.73K -40 -29%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2.9K -$8.34K -193 -71%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$2.41K +$1.56K +36 +129%
QC
186
Quent Capital
New York
$1.72K
AWM
187
Accredited Wealth Management
Kentucky
$1.59K +$1.82K +42 New
PS
188
Principal Securities
Iowa
$1.05K +$476 +11 +65%
CWC
189
Carolinas Wealth Consulting
North Carolina
$948
AF
190
Advisornet Financial
Minnesota
$716 +$476 +11 +138%
CSWM
191
Cassady Schiller Wealth Management
Ohio
$678 +$778 +18 New
IA
192
IFP Advisors
Florida
$566 +$476 +11 +275%
BGAI
193
Bruce G. Allen Investments
Colorado
$490 -$1.25K -29 -69%
MCM
194
MV Capital Management
Maryland
$377 -$1.21K -28 -74%
CFGS
195
Concourse Financial Group Securities
Alabama
$361 -$2.03K -47 -81%
GRP
196
Global Retirement Partners
California
$302 -$908 -21 -72%
BIA
197
Bell Investment Advisors
California
$302
CIAM
198
Caitong International Asset Management
Hong Kong
$302 +$346 +8 New
RIL
199
Rothschild Investment LLC
Illinois
$302 +$346 +8 New
CAM
200
Creekmur Asset Management
Illinois
$115

BF.A Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2024, worth a combined $671M — down 22% from $860M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BF.A positions and 26 closed out — a net gain of 4 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $6.24M. The largest seller was New York State Common Retirement Fund, cutting an estimated $9.58M.

  • 204 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $671M of Brown-Forman Class A stock for Q4 2024, down 22% quarter-over-quarter.
  • 30 funds opened new Brown-Forman Class A positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest Brown-Forman Class A buyer in Q4 2024 was Bank of New York Mellon, an estimated $6.24M added.
  • The largest Brown-Forman Class A seller in Q4 2024 was New York State Common Retirement Fund, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2024.