Brown-Forman Class A
BF.A
215 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 12 closing their positions.
62% more call options, than puts
Call options by funds: $480K | Put options by funds: $296K
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
2% more funds holding
Funds holding: 211 → 215 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 62
0.1% less ownership
Funds ownership: 9.99% → 9.89% (-0.1%)
5% less capital invested
Capital invested by funds: $1.14B → $1.09B (-$54.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.01M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.7M |
| 3 |
BlackRock
New York
|
+$2.71M |
| 4 |
Morgan Stanley
New York
|
+$1.98M |
| 5 |
AIS
American Investment Services
Great Barrington,
Massachusetts
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$15.1M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$10M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.42M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.11M |
| 5 |
LT
Lindsell Train
London,
United Kingdom
|
-$1.07M |
BF.A Hedge Fund Activity: Q4 2022 in Review
215 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2022, worth a combined $1.09B — down 4.8% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BF.A positions and 12 closed out — a net gain of 7 holders — while 62 added to existing stakes and 62 trimmed.
The largest buyer was Vanguard Group, adding an estimated $9.01M. The largest seller was New York State Common Retirement Fund, cutting an estimated $15.1M.
- 215 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2022, up from 211 in Q3 2022.
- Funds reported $1.09B of Brown-Forman Class A stock for Q4 2022, down 4.8% quarter-over-quarter.
- 19 funds opened new Brown-Forman Class A positions in Q4 2022 and 12 closed out, a net change of +7 holders.
- The largest Brown-Forman Class A buyer in Q4 2022 was Vanguard Group, an estimated $9.01M added.
- The largest Brown-Forman Class A seller in Q4 2022 was New York State Common Retirement Fund, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2022.