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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
CT
201
Colonial Trust
South Carolina
$113 +$130 +3 New
DPW
202
DiNuzzo Private Wealth
Pennsylvania
$76 -$130 -3 -60%
GFPC
203
Global Financial Private Client
Florida
$75 +$86 +2 New
AGWCA
204
Annis Gardner Whiting Capital Advisors
Florida
$1
Squarepoint
205
Squarepoint
New York
-$1.1M -22,882 Closed
SSA
206
Schonfeld Strategic Advisors
New York
-$693K -14,410 Closed
ECM
207
ExodusPoint Capital Management
New York
-$650K -13,514 Closed
PCS
208
Private Client Services
Kentucky
-$402K -8,370 Closed
XT
209
XTX Topco
Cayman Islands
-$337K -7,004 Closed
STA
210
Summit Trail Advisors
New York
-$318K -6,593 Closed
CAM
211
Cresset Asset Management
Illinois
-$305K -6,317 Closed
NED
212
Nancy E. Dempze
-$288K -6,000 Closed
CL
213
Choreo LLC
Illinois
-$268K -5,625 Closed
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
-$268K -5,568 Closed
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
-$257K -5,388 Closed
WG
216
Welch Group
Alabama
-$240K -5,000 Closed
Truist Financial
217
Truist Financial
North Carolina
-$210K -4,369 Closed
OQS
218
Occudo Quantitative Strategies
Florida
-$210K -4,360 Closed
HWMG
219
Hurlow Wealth Management Group
Indiana
-$201K -4,185 Closed
PP
220
Paloma Partners
Connecticut
-$188K -3,920 Closed
NRC
221
New Republic Capital
North Carolina
-$157K -3,242 Closed
PD
222
Point72 (DIFC)
United Arab Emirates
-$55.5K -1,155 Closed
NS
223
NBC Securities
Alabama
-$31K -661 Closed
UB
224
UMB Bank
Missouri
-$7.12K -148 Closed
MCM
225
Manchester Capital Management
Vermont
-$1.78K -37 Closed

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.