Brown-Forman Class A
BF.A
185 hedge funds and large institutions have $1.04B invested in Brown-Forman Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 22 closing their positions.
0.13% more ownership
Funds ownership: 10.47% → 10.61% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 197 → 185 (-12)
14% less capital invested
Capital invested by funds: $1.21B → $1.04B (-$163M)
24% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 63
37% less call options, than puts
Call options by funds: $168K | Put options by funds: $267K
50% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$7.44M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$2.13M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$1.77M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$9.28M |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$4.81M |
| 4 |
Bank of New York Mellon
New York
|
-$3.36M |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$3.02M |
BF.A Hedge Fund Activity: Q3 2023 in Review
185 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q3 2023, worth a combined $1.04B — down 14% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BF.A and 11 opened new positions — a net loss of 11 holders — while 63 trimmed existing stakes and 48 added.
The largest buyer was Vanguard Group, adding an estimated $51M. The largest seller was Jane Street, cutting an estimated $12.7M.
- 185 institutional investors held Brown-Forman Class A (BF.A) as of Q3 2023, down from 197 in Q2 2023.
- Funds reported $1.04B of Brown-Forman Class A stock for Q3 2023, down 14% quarter-over-quarter.
- 11 funds opened new Brown-Forman Class A positions in Q3 2023 and 22 closed out, a net change of -11 holders.
- The largest Brown-Forman Class A buyer in Q3 2023 was Vanguard Group, an estimated $51M added.
- The largest Brown-Forman Class A seller in Q3 2023 was Jane Street, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2023.