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Brown-Forman Class B

612 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
RB
326
Rodgers Brothers
Pennsylvania
$631K -$7.87K -175 -1%
KRS
327
Kentucky Retirement Systems
Kentucky
$628K -$32.3K -719 -5%
AWA
328
Arkadios Wealth Advisors
Georgia
$627K -$19.4K -432 -3%
IAA
329
Independent Advisor Alliance
North Carolina
$619K +$55.4K +1,232 +11%
LP
330
LMR Partners
United Kingdom
$612K +$559K +12,443 New
M&T Bank
331
M&T Bank
New York
$611K +$139K +3,098 +33%
NHC
332
Nicholas Hoffman & Company
Georgia
$596K +$110K +2,438 +25%
LMKC
333
L.M. Kohn & Company
Ohio
$594K -$6.52K -145 -1%
AIM
334
Aigen Investment Management
New York
$585K -$2.01M -44,593 -79%
MSU
335
Mizuho Securities USA
New York
$585K -$86.1K -1,914 -14%
SAM
336
Silvercrest Asset Management
New York
$584K
LJAC
337
L.J. Altfest & Co
New York
$579K
Nordea Investment Management
338
Nordea Investment Management
Sweden
$576K
LI
339
Lafayette Investments
Maryland
$576K +$24.6K +547 +5%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$571K +$40.5K +901 +8%
PCS
341
Private Client Services
Kentucky
$561K +$1.17K +26 +0.2%
IAS
342
Insigneo Advisory Services
Florida
$558K
HIMCH
343
Hartford Investment Management Co (HIMCO)
Connecticut
$557K -$5.93K -132 -1%
CCM
344
Coldstream Capital Management
Washington
$551K +$179K +3,977 +54%
TI
345
Tidal Investments
Wisconsin
$550K -$355K -7,886 -41%
Credit Agricole
346
Credit Agricole
France
$549K +$45 +1 +0%
AIP
347
Ameritas Investment Partners
Nebraska
$539K +$56.4K +1,254 +13%
ACM
348
Advisors Capital Management
New Jersey
$533K +$14.8K +330 +3%
RIM
349
Rakuten Investment Management
Japan
$532K +$136K +3,023 +38%
Focus Partners Wealth
350
Focus Partners Wealth
Massachusetts
$530K +$484K +10,775 New

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.