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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
Schroder Investment Management Group
251
Schroder Investment Management Group
United Kingdom
$1.17M -$663K -15,083 -33%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$1.17M +$652K +14,825 +93%
Parallax Volatility Advisers
253
Parallax Volatility Advisers
California
$1.16M +$1.34M +30,500 New
ETC
254
Exchange Traded Concepts
Oklahoma
$1.15M +$1.03M +23,489 +353%
DTL
255
Dynamic Technology Lab
Singapore
$1.13M +$1.31M +29,829 New
WorldQuant Millennium Advisors
256
WorldQuant Millennium Advisors
New York
$1.13M -$7.08M -160,964 -84%
VI
257
Versor Investments
New York
$1.11M +$1.29M +29,245 New
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$1.11M +$381K +8,664 +42%
IBOK
259
Independence Bank of Kentucky
Kentucky
$1.1M +$127K +2,887 +11%
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$1.09M +$327K +7,434 +35%
JWCA
261
J.W. Cole Advisors
Florida
$1.09M -$29.9K -679 -2%
AIMCA
262
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.08M +$1.25M +28,480 New
URS
263
Utah Retirement Systems
Utah
$1.08M
FC
264
Farringdon Capital
United Kingdom
$1.07M +$1.24M +28,296 New
HIMC
265
Heritage Investors Management Corp
Maryland
$1.07M +$30.6K +696 +3%
SC
266
Stephens Consulting
Michigan
$1.06M
VPIM
267
Vanguard Personalized Indexing Management
California
$1.06M -$243K -5,530 -17%
BCI
268
Brinker Capital Investments
Pennsylvania
$1.05M -$237K -5,384 -16%
OPS
269
Orion Portfolio Solutions
Nebraska
$1.05M -$237K -5,384 -16%
AAM
270
Aureus Asset Management
Massachusetts
$1.04M
ET
271
Equitable Trust
Tennessee
$1.03M
NAM
272
Nissay Asset Management
Japan
$1M -$15.7K -357 -1%
DWP
273
Daymark Wealth Partners
Ohio
$998K +$836 +19 +0.1%
TA
274
Townsend & Associates
Colorado
$995K +$22.7K +517 +2%
RP
275
Rowlandmiller & Partners
Georgia
$989K +$64.7K +1,470 +6%

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.