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Brown-Forman Class B

657 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

0% more funds holding

Funds holding: 654657 (+3)

0.33% more ownership

Funds ownership: 48.95%49.29% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

6% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$676M)

63% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $4.32M

Holders
657
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
10.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
220
Reduced
232
Closed
55
Calls
$1.6M
Puts
$4.32M
Net Calls
-$2.71M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
226
Ingalls & Snyder LLC
New York
$2.12M -$4.99K -75 -0.2%
SSA
227
Schonfeld Strategic Advisors
New York
$2.09M +$2.08M +31,200 New
PWM
228
Pinnacle Wealth Management
California
$2.07M -$30.4K -457 -1%
ET
229
Equitable Trust
Tennessee
$2.03M -$24.8K -372 -1%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$2.02M +$11.5K +172 +0.6%
BRCM
231
Bright Rock Capital Management
Massachusetts
$1.98M
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$1.97M -$62.4K -938 -3%
JWCA
233
J.W. Cole Advisors
Florida
$1.95M -$2.33K -35 -0.1%
IG
234
ING Group
Netherlands
$1.94M +$342K +5,144 +22%
BFA
235
Bragg Financial Advisors
North Carolina
$1.94M -$124K -1,862 -6%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$1.93M -$9.12K -137 -0.5%
OQS
237
Occudo Quantitative Strategies
Florida
$1.89M +$1.5M +22,587 +399%
SC
238
Stephens Consulting
Michigan
$1.88M +$5.33K +80 +0.3%
ESCM
239
Echo Street Capital Management
New York
$1.85M -$1.1M -16,519 -37%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$1.85M -$64.6K -970 -3%
WBC
241
Westpac Banking Corp
Australia
$1.84M
MSL
242
Mackay Shields LLC
New York
$1.79M -$72.5K -1,089 -4%
LCM
243
LRT Capital Management
Texas
$1.75M -$172K -2,583 -9%
GAM
244
Gotham Asset Management
New York
$1.74M +$1.49M +22,403 +627%
CAN
245
Cetera Advisor Networks
California
$1.73M +$260K +3,905 +18%
Public Sector Pension Investment Board (PSP Investments)
246
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M -$328K -4,930 -16%
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$1.71M -$812K -12,203 -32%
AIP
248
Ameritas Investment Partners
Nebraska
$1.71M -$42.9K -645 -2%
American Century Companies
249
American Century Companies
Missouri
$1.7M +$252K +3,780 +18%
S
250
Seeyond
France
$1.69M -$50.1K -752 -3%

BF.B Hedge Fund Activity: Q1 2022 in Review

657 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2022, worth a combined $10.1B — down 6.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BF.B positions and 55 closed out — a net gain of 11 holders — while 220 added to existing stakes and 232 trimmed.

The largest buyer was Fundsmith Investment Services, opening a new position worth an estimated $255M. The largest seller was Fundsmith LLP, cutting an estimated $244M.

  • 657 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2022, up from 654 in Q4 2021.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 66 funds opened new Brown-Forman Class B positions in Q1 2022 and 55 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2022 was Fundsmith Investment Services, an estimated $255M added.
  • The largest Brown-Forman Class B seller in Q1 2022 was Fundsmith LLP, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2022.