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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
MYAM
251
Meiji Yasuda Asset Management
Japan
$1.79M +$72.6K +1,083 +4%
AIP
252
Ameritas Investment Partners
Nebraska
$1.79M +$1.34K +20 +0.1%
TFA
253
Teamwork Financial Advisors
Texas
$1.74M -$1.8M -26,882 -52%
S
254
Seeyond
France
$1.73M -$33.2K -495 -2%
MOACM
255
Mutual of America Capital Management
New York
$1.73M +$35.7K +532 +2%
VVP
256
Venture Visionary Partners
Ohio
$1.72M +$134 +2 +0%
SI
257
Stephens Inc
Arkansas
$1.71M -$16.6K -247 -1%
EMPI
258
Elo Mutual Pension Insurance
Finland
$1.71M
LMKC
259
L.M. Kohn & Company
Ohio
$1.7M -$51.1K -762 -3%
SWA
260
Stratos Wealth Advisors
Ohio
$1.7M -$17K -254 -1%
BG
261
Bahl & Gaynor
Ohio
$1.7M -$48.6K -725 -3%
TPSF
262
Texas Permanent School Fund
Texas
$1.69M +$29.4K +438 +2%
Jane Street
263
Jane Street
New York
$1.68M -$897K -13,381 -36%
CAN
264
Cetera Advisor Networks
California
$1.68M -$130K -1,941 -8%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$1.67M -$2.24M -33,448 -58%
MFGM
266
Marshall Financial Group (Maryland)
Maryland
$1.66M +$325K +4,845 +26%
MLFP
267
MPS Loria Financial Planners
Illinois
$1.63M
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$1.62M +$2.01K +30 +0.1%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$1.61M +$76.9K +1,148 +5%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$1.61M -$5.7K -85 -0.4%
RJFSA
271
Raymond James Financial Services Advisors
Florida
$1.57M +$66.4K +991 +5%
GT
272
Glenmede Trust
Pennsylvania
$1.57M -$1.38M -20,587 -48%
IIA
273
ICW Investment Advisors
Arizona
$1.55M +$268 +4 +0%
TRCT
274
Tower Research Capital (TRC)
New York
$1.55M -$885K -13,199 -37%
RMDI
275
R.M. Davis Inc
Maine
$1.54M

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.