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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$114M -$1.38M -31,922 -1%
LT
2
Lindsell Train
United Kingdom
$105M -$3.36M -77,788 -3%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$75.9M -$4.84M -111,846 -5%
BlackRock
4
BlackRock
New York
$41.1M +$1.55M +35,768 +3%
GF
5
Gabelli Funds
New York
$35M -$540K -12,500 -1%
MG
6
Markel Group
Virginia
$31.8M
GT
7
Glenview Trust
Kentucky
$18.9M -$184K -4,263 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$17.4M +$6.24M +144,253 +45%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.2M -$386K -8,926 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$16.7M +$59.6K +1,379 +0.3%
Morgan Stanley
11
Morgan Stanley
New York
$13.9M -$970K -22,428 -6%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$11.9M -$9.58M -221,556 -41%
GI
13
GAMCO Investors
Connecticut
$9.07M -$277K -6,400 -3%
Bessemer Group
14
Bessemer Group
New Jersey
$8.91M -$21.5K -498 -0.2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$8.13M -$75.9K -1,755 -0.8%
Cerity Partners
16
Cerity Partners
New York
$8.12M +$1.12M +25,930 +14%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$6.05M -$133K -3,073 -2%
PAG
18
Poinciana Advisors Group
Florida
$5.91M +$6.78M +156,832 New
Northern Trust
19
Northern Trust
Illinois
$5.28M -$481K -11,125 -7%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$5.13M +$5.89M +136,186 New
State Street
21
State Street
Massachusetts
$4.51M +$456K +10,553 +10%
GWI
22
Grace & White Inc
New York
$4.11M +$546K +12,618 +13%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.99M -$324K -7,492 -7%
Renaissance Technologies
24
Renaissance Technologies
New York
$3.87M +$30.3K +700 +0.7%
Wealthfront Advisers
25
Wealthfront Advisers
California
$3.69M +$4.24M +98,008 New

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.