We are live on ! Find out more
BF.B icon

Brown-Forman Class B

659 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more funds holding in top 10

Funds holding in top 10: 29 (+7)

244% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.96M

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$453M)

0% more funds holding

Funds holding: 657659 (+2)

0.99% less ownership

Funds ownership: 49.29%48.3% (-0.99%)

Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.1%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.15%
New
55
Increased
238
Reduced
224
Closed
44
Calls
$10.2M
Puts
$2.96M
Net Calls
+$7.2M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$2.28M +$30.3K +452 +1%
GCP
227
GSA Capital Partners
United Kingdom
$2.25M +$2.15M +32,026 New
PWM
228
Pinnacle Wealth Management
California
$2.25M +$73.9K +1,102 +4%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$2.19M +$159K +2,367 +8%
AWM
230
AE Wealth Management
Kansas
$2.14M -$1.77M -26,347 -46%
ET
231
Equitable Trust
Tennessee
$2.12M
AIM
232
Aigen Investment Management
New York
$2.11M +$1.42M +21,152 +237%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$2.09M +$454K +6,780 +30%
BRCM
234
Bright Rock Capital Management
Massachusetts
$2.07M
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
$2.07M
JWCA
236
J.W. Cole Advisors
Florida
$2.04M
QT
237
Quantbot Technologies
New York
$2.04M +$1.95M +29,060 New
X
238
Xponance
Pennsylvania
$2.03M +$393K +5,869 +25%
American Century Companies
239
American Century Companies
Missouri
$2.02M +$231K +3,453 +14%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$2M +$58.3K +870 +3%
BFA
241
Bragg Financial Advisors
North Carolina
$2M -$30.8K -460 -2%
SC
242
Stephens Consulting
Michigan
$1.96M
Squarepoint
243
Squarepoint
New York
$1.96M -$11.7M -174,121 -86%
TCM
244
Teza Capital Management
Illinois
$1.92M +$1.25M +18,725 +219%
Allianz Asset Management
245
Allianz Asset Management
Germany
$1.88M +$837K +12,495 +88%
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$145K +2,161 +9%
ISL
247
Ingalls & Snyder LLC
New York
$1.86M -$335K -5,000 -16%
CIAS
248
CFS Investment Advisory Services
New Jersey
$1.85M -$118M -1,767,545 -99%
NYLIM
249
New York Life Investment Management
New York
$1.84M +$1.76M +26,246 New
EGM
250
Engineers Gate Manager
New York
$1.84M +$286K +4,268 +19%

BF.B Hedge Fund Activity: Q2 2022 in Review

659 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2022, worth a combined $10.5B — up 4.5% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BF.B positions and 44 closed out — a net gain of 11 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.7M. The largest seller was First Trust Advisors, cutting an estimated $170M.

  • 659 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2022, up from 657 in Q1 2022.
  • Funds reported $10.5B of Brown-Forman Class B stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 55 funds opened new Brown-Forman Class B positions in Q2 2022 and 44 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q2 2022 was Morgan Stanley, an estimated $77.7M added.
  • The largest Brown-Forman Class B seller in Q2 2022 was First Trust Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2022.