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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
DT
326
Diversified Trust
Tennessee
$692K -$282K -6,406 -26%
LOAMS
327
Lombard Odier Asset Management (Switzerland)
Switzerland
$692K -$133K -3,029 -14%
TFA
328
Toth Financial Advisory
Virginia
$688K +$42.7K +970 +6%
OAM
329
Oxford Asset Management
United Kingdom
$675K +$782K +17,772 New
CDDEC
330
Caisse Des Depots Et Consignations
France
$668K +$774K +17,600 New
CWR
331
Chico Wealth RIA
California
$666K +$484 +11 +0.1%
FFA
332
First Foundation Advisors
California
$660K -$3.21K -73 -0.4%
MSU
333
Mizuho Securities USA
New York
$656K +$236K +5,374 +45%
HIP
334
HUB Investment Partners
Texas
$649K +$751K +17,082 New
ISL
335
Ingalls & Snyder LLC
New York
$645K
Public Employees Retirement Association of Colorado
336
Public Employees Retirement Association of Colorado
Colorado
$642K
KIA
337
Knollwood Investment Advisory
Maryland
$640K
OQS
338
Occudo Quantitative Strategies
Florida
$623K +$722K +16,412 New
NEI
339
Northwest & Ethical Investments
Ontario, Canada
$623K +$722K +16,407 New
TSMHT
340
Thurston Springer Miller Herd & Titak
Indiana
$620K +$50.3K +1,143 +8%
SA
341
SRN Advisors
Pennsylvania
$620K +$718K +16,317 New
CCB
342
Cutter & Co Brokerage
Missouri
$619K -$35.8K -813 -5%
CIAS
343
CFS Investment Advisory Services
New Jersey
$602K -$10K -228 -1%
Rafferty Asset Management
344
Rafferty Asset Management
New York
$601K +$73.3K +1,666 +12%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$594K -$3.52K -80 -0.5%
MFGM
346
Marshall Financial Group (Maryland)
Maryland
$592K +$76.3K +1,735 +13%
WS
347
Wedbush Securities
California
$591K +$409K +9,294 +148%
IAA
348
Independent Advisor Alliance
North Carolina
$589K +$129K +2,936 +23%
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$585K +$236K +5,376 +54%
IG
350
ING Group
Netherlands
$580K +$1.89K +43 +0.3%

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.