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Brown-Forman Class B

612 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
226
Townsend & Associates
Colorado
$1.41M +$76K +1,691 +6%
URS
227
Utah Retirement Systems
Utah
$1.4M
SC
228
Stephens Consulting
Michigan
$1.38M
AAS
229
Avantax Advisory Services
Texas
$1.38M +$188K +4,174 +18%
HIMC
230
Heritage Investors Management Corp
Maryland
$1.35M -$200K -4,458 -14%
MP
231
McDonald Partners
Ohio
$1.35M -$198K -4,408 -14%
AAM
232
Aureus Asset Management
Massachusetts
$1.34M -$209K -4,640 -15%
ET
233
Equitable Trust
Tennessee
$1.33M
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$1.33M +$369K +8,196 +43%
IIA
235
ICW Investment Advisors
Arizona
$1.32M +$46.2K +1,028 +4%
AAIM
236
Asset Advisors Investment Management
Georgia
$1.31M -$206K -4,588 -15%
SB
237
Simmons Bank
Arkansas
$1.31M -$93.3K -2,075 -7%
NYLIM
238
New York Life Investment Management
New York
$1.3M +$102K +2,272 +9%
DWP
239
Daymark Wealth Partners
Ohio
$1.29M -$989 -22 -0.1%
NAM
240
Nissay Asset Management
Japan
$1.29M +$44.7K +995 +4%
IBOK
241
Independence Bank of Kentucky
Kentucky
$1.28M +$18K +400 +2%
JSC
242
J. Stern & Co
United Kingdom
$1.27M +$1.16M +25,747 New
X
243
Xponance
Pennsylvania
$1.27M +$35.7K +794 +3%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1.26M -$74.2K -1,651 -6%
Allianz Asset Management
245
Allianz Asset Management
Germany
$1.24M -$638K -14,182 -36%
TCOV
246
Trust Company of Vermont
Vermont
$1.23M +$1.11M +24,580 +6,084%
HF
247
HRT Financial
New York
$1.23M +$1.12M +24,980 New
DT
248
Diversified Trust
Tennessee
$1.21M +$405 +9 +0%
VVP
249
Venture Visionary Partners
Ohio
$1.21M +$225 +5 +0%
RP
250
Rowlandmiller & Partners
Georgia
$1.21M +$88.8K +1,975 +9%

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.