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Brown-Forman Class B

636 hedge funds and large institutions have $7.02B invested in Brown-Forman Class B in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 194 increasing their positions, 233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $12M

39% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 89

4% more funds holding

Funds holding: 612636 (+24)

0.8% less ownership

Funds ownership: 61.71%60.91% (-0.8%)

17% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 233

24% less capital invested

Capital invested by funds: $9.18B → $7.02B (-$2.16B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
636
Holders Change
+24
Holders Change %
+3.92%
% of All Funds
8.38%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
124
Increased
194
Reduced
233
Closed
89
Calls
$27.6M
Puts
$12M
Net Calls
+$15.6M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$1.44M +$420K +9,559 +35%
GLA
227
Great Lakes Advisors
Illinois
$1.39M -$59.7K -1,358 -4%
EGM
228
Engineers Gate Manager
New York
$1.38M +$1.6M +36,340 New
ET
229
Entropy Technologies
New York
$1.38M +$1.6M +36,331 New
TCM
230
Teza Capital Management
Illinois
$1.35M +$118K +2,680 +8%
AB
231
Atlas Brown
Kentucky
$1.34M -$54.5K -1,240 -3%
BCWM
232
Bartlett & Co Wealth Management
Ohio
$1.33M
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$1.32M +$197K +4,486 +15%
AB
234
Amalgamated Bank
New York
$1.32M -$33.6K -763 -2%
DC
235
Davenport & Co
Virginia
$1.31M +$717K +16,298 +90%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$1.28M +$18.3K +417 +1%
NWMG
237
Nicholson Wealth Management Group
South Carolina
$1.26M +$875K +19,903 +151%
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M -$52K -1,182 -3%
TRCT
239
Tower Research Capital (TRC)
New York
$1.24M +$1.1M +25,016 +325%
Mirae Asset Global ETFs Holdings
240
Mirae Asset Global ETFs Holdings
Hong Kong
$1.24M +$482K +10,956 +50%
CCM
241
Chickasaw Capital Management
Tennessee
$1.24M -$3.3K -75 -0.2%
AAS
242
Avantax Advisory Services
Texas
$1.24M +$204K +4,638 +17%
SAM
243
Storebrand Asset Management
Norway
$1.23M +$31.3K +712 +2%
LAM
244
LECAP Asset Management
United Kingdom
$1.21M +$1.4M +31,779 New
PPWP
245
Premier Path Wealth Partners
New Jersey
$1.19M +$1.38M +31,428 New
WJWM
246
Williams Jones Wealth Management
New York
$1.19M -$44 -1 -0%
Two Sigma Investments
247
Two Sigma Investments
New York
$1.18M +$1.37M +31,143 New
BNP Paribas Asset Management
248
BNP Paribas Asset Management
France
$1.18M +$20.7K +471 +2%
O
249
Ossiam
France
$1.18M +$736K +16,731 +117%
MNA
250
Manning & Napier Advisors
New York
$1.18M -$209K -4,751 -13%

BF.B Hedge Fund Activity: Q4 2024 in Review

636 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2024, worth a combined $7.02B — down 24% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BF.B positions and 89 closed out — a net gain of 35 holders — while 194 added to existing stakes and 233 trimmed.

The largest buyer was Bank of America, adding an estimated $57.8M. The largest seller was VanEck Associates, cutting an estimated $148M.

  • 636 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2024, up from 612 in Q3 2024.
  • Funds reported $7.02B of Brown-Forman Class B stock for Q4 2024, down 24% quarter-over-quarter.
  • 124 funds opened new Brown-Forman Class B positions in Q4 2024 and 89 closed out, a net change of +35 holders.
  • The largest Brown-Forman Class B buyer in Q4 2024 was Bank of America, an estimated $57.8M added.
  • The largest Brown-Forman Class B seller in Q4 2024 was VanEck Associates, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2024.