We are live on ! Find out more
BF.B icon

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
XT
301
XTX Topco
Cayman Islands
$843K +$976K +22,192 New
AWM
302
Apollon Wealth Management
South Carolina
$841K +$973K +22,132 New
KFBMI
303
Kentucky Farm Bureau Mutual Insurance
Kentucky
$836K
BCP
304
Blackhawk Capital Partners
Wisconsin
$834K +$966K +21,960 New
MOACM
305
Mutual of America Capital Management
New York
$829K -$33.7K -766 -3%
MGWM
306
Marks Group Wealth Management
Minnesota
$828K +$111K +2,530 +13%
BFA
307
Bragg Financial Advisors
North Carolina
$824K -$13.2K -300 -1%
GIC
308
Generali Investments CEE
Czech Republic
$822K +$952K +21,640 New
JFL
309
Jarislowsky, Fraser Ltd
Quebec, Canada
$819K
Franklin Resources
310
Franklin Resources
California
$818K -$34.5K -785 -4%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$815K -$186K -4,238 -16%
KGC
312
Kennon-Green & Company
Ohio
$813K -$37.3K -849 -4%
IIM
313
INTECH Investment Management
Florida
$800K -$1.76M -39,921 -65%
SOADOR
314
State of Alaska Department of Revenue
Alaska
$788K -$112K -2,548 -11%
AAIM
315
Asset Advisors Investment Management
Georgia
$763K -$286K -6,512 -24%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$757K +$13.2K +300 +2%
HCM
317
Howard Capital Management
Georgia
$755K +$5.15K +117 +0.6%
EMPI
318
Elo Mutual Pension Insurance
Finland
$751K +$158K +3,592 +22%
AWS
319
Atria Wealth Solutions
New York
$729K -$28.3K -644 -3%
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$722K +$837K +19,020 New
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$714K -$154K -3,505 -16%
Truist Financial
322
Truist Financial
North Carolina
$713K -$707K -16,068 -46%
BG
323
Bahl & Gaynor
Ohio
$703K -$44K -1,000 -5%
FBT
324
First Bankers Trust
Kentucky
$700K -$3.3K -75 -0.4%
GT
325
Glenmede Trust
Pennsylvania
$697K -$174K -3,956 -18%

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.