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Brown-Forman Class A

213 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $976M → $1.09B (+$112M)

0% more funds holding

Funds holding: 212213 (+1)

0.16% more ownership

Funds ownership: 9.21%9.38% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
15
Calls
$453K
Puts
Net Calls
+$453K
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
201
Clean Yield Group
Vermont
$3K
GWS
202
Glassman Wealth Services
Virginia
$3K +$571 +9 +26%
CA
203
Crewe Advisors
Utah
$3K +$2.6K +41 New
ECM
204
ExodusPoint Capital Management
New York
$2K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2K
PA
206
Parallel Advisors
California
$2K +$1.71K +27 +450%
SC
207
Schubert & Co
Texas
$1K +$380 +6 +120%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$12 +$3.11K +49 +37%
PI
209
PineBridge Investments
New York
-$3.93M -62,616 Closed
AWA
210
Aaron Wealth Advisors
Illinois
-$600K -37,644 Closed
Tudor Investment Corp
211
Tudor Investment Corp
Connecticut
-$695K -11,070 Closed
Citadel Advisors
212
Citadel Advisors
Florida
-$287K -4,530 Closed
LNC
213
Lincoln National Corp
Pennsylvania
-$268K -4,275 Closed
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
-$112K -1,793 Closed
BFC
215
Bedel Financial Consulting
Indiana
-$54K -867 Closed
Nomura Holdings
216
Nomura Holdings
Japan
-$42K -669 Closed
Loomis, Sayles & Company
217
Loomis, Sayles & Company
Massachusetts
-$3K -41 Closed
JWA
218
JFS Wealth Advisors
Pennsylvania
-$1K -20 Closed
APA
219
American Portfolios Advisors
New York
-$816 -13 Closed
CI
220
Cordant Inc
Oregon
-$1K -9 Closed
DI
221
Disciplined Investments
Oklahoma
+$190 +3 +75%
SFG
222
Steward Financial Group
Texas
+$634 +10 New

BF.A Hedge Fund Activity: Q2 2022 in Review

213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q2 2022, worth a combined $1.09B — up 11% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BF.A positions and 15 closed out — a net gain of 5 holders — while 69 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was PineBridge Investments, exiting entirely with an estimated $3.93M sold.

  • 213 institutional investors held Brown-Forman Class A (BF.A) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $1.09B of Brown-Forman Class A stock for Q2 2022, up 11% quarter-over-quarter.
  • 20 funds opened new Brown-Forman Class A positions in Q2 2022 and 15 closed out, a net change of +5 holders.
  • The largest Brown-Forman Class A buyer in Q2 2022 was Morgan Stanley, an estimated $11.4M added.
  • The largest Brown-Forman Class A seller in Q2 2022 was PineBridge Investments, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2022.