Brown-Forman Class A
BF.A
192 hedge funds and large institutions have $1.08B invested in Brown-Forman Class A in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 14 closing their positions.
1,617% more call options, than puts
Call options by funds: $721K | Put options by funds: $42K
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
4% more funds holding
Funds holding: 185 → 192 (+7)
3% more capital invested
Capital invested by funds: $1.04B → $1.08B (+$33M)
0.06% more ownership
Funds ownership: 10.61% → 10.67% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$6.39M |
| 2 |
Legal & General Group
London,
United Kingdom
|
+$1.75M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.7M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$1.68M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$5.09M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.05M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$1.51M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$1.14M |
| 5 |
Jane Street
New York
|
-$1.05M |
BF.A Hedge Fund Activity: Q4 2023 in Review
192 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class A (BF.A) for Q4 2023, worth a combined $1.08B — up 3.2% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BF.A positions and 14 closed out — a net gain of 11 holders — while 54 added to existing stakes and 61 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $6.39M. The largest seller was Gardner Russo & Quinn, cutting an estimated $5.09M.
- 192 institutional investors held Brown-Forman Class A (BF.A) as of Q4 2023, up from 185 in Q3 2023.
- Funds reported $1.08B of Brown-Forman Class A stock for Q4 2023, up 3.2% quarter-over-quarter.
- 25 funds opened new Brown-Forman Class A positions in Q4 2023 and 14 closed out, a net change of +11 holders.
- The largest Brown-Forman Class A buyer in Q4 2023 was Bank of New York Mellon, an estimated $6.39M added.
- The largest Brown-Forman Class A seller in Q4 2023 was Gardner Russo & Quinn, an estimated $5.09M sold.
Based on aggregated 13F filings for Q4 2023.