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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
KFBMI
276
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.54M
OQS
277
Occudo Quantitative Strategies
Florida
$1.53M -$430K -6,413 -23%
CT
278
Coastline Trust
Rhode Island
$1.52M -$151K -2,250 -9%
Mirae Asset Global Investments
279
Mirae Asset Global Investments
South Korea
$1.52M +$206K +3,081 +17%
FFA
280
First Foundation Advisors
California
$1.51M -$79.6K -1,188 -5%
FBT
281
First Bankers Trust
Kentucky
$1.51M
PIM
282
Penobscot Investment Management
Massachusetts
$1.51M -$211K -3,145 -13%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$1.49M +$196K +2,919 +16%
GAM
284
Gotham Asset Management
New York
$1.46M -$343K -5,123 -20%
MS
285
Maven Securities
Jersey
$1.45M +$1.1M +16,370 +377%
SAM
286
Storebrand Asset Management
Norway
$1.44M
KAS
287
Kestra Advisory Services
Texas
$1.44M +$356K +5,315 +35%
TFA
288
Toth Financial Advisory
Virginia
$1.43M +$103K +1,536 +8%
SPIA
289
Steward Partners Investment Advisory
New York
$1.42M +$31.8K +475 +2%
CFB
290
Cullen/Frost Bankers
Texas
$1.4M
CCB
291
Cutter & Co Brokerage
Missouri
$1.38M +$87.6K +1,307 +7%
LCM
292
LVM Capital Management
Michigan
$1.38M +$721K +10,755 +121%
EMG
293
ETF Managers Group
New Jersey
$1.33M +$1.26M +18,822 New
PMFA
294
Plante Moran Financial Advisors
Michigan
$1.33M -$42.9K -640 -3%
EI
295
Ethic Inc
New York
$1.31M +$42.8K +638 +4%
TC
296
Toews Corporation
New Jersey
$1.3M +$844K +12,600 +210%
Nomura Holdings
297
Nomura Holdings
Japan
$1.3M -$250K -3,726 -17%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$1.29M +$36.5K +544 +3%
ZIG
299
Zurich Insurance Group
Switzerland
$1.28M +$1.23M +18,300 New
BC
300
Bartlett & Co
Ohio
$1.26M -$98.8K -1,474 -8%

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.