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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
OAC
351
OMERS Administration Corp
Ontario, Canada
$523K
FFA
352
Farther Finance Advisors
California
$516K -$16.1K -359 -3%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$507K +$8.99K +200 +2%
GWP
354
Gen-Wealth Partners
Michigan
$506K +$43.6K +969 +10%
P
355
&Partners
Tennessee
$498K +$157K +3,483 +52%
BAMF
356
BI Asset Management Fondsmaeglerselskab
Denmark
$494K +$451K +10,038 New
SAM
357
Securian Asset Management
Minnesota
$494K -$11.6K -258 -3%
DEA
358
DoubleLine ETF Adviser
Florida
$492K +$127K +2,833 +40%
LOAMU
359
Lombard Odier Asset Management (USA)
New York
$489K +$447K +9,946 New
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$489K -$24.4K -542 -5%
AA
361
Ancora Advisors
Ohio
$487K +$75.1K +1,671 +20%
MSRPS
362
Maryland State Retirement & Pension System
Maryland
$484K -$189K -4,194 -30%
SW
363
SlateStone Wealth
Florida
$482K +$2.25K +50 +0.5%
SPC
364
Sigma Planning Corp
Michigan
$481K -$32.6K -724 -7%
GXJ
365
Global X Japan
Japan
$475K +$47.7K +1,060 +12%
KeyBank National Association
366
KeyBank National Association
Ohio
$468K +$60.5K +1,346 +16%
CGH
367
Crossmark Global Holdings
Texas
$461K
AI
368
Atom Investors
Texas
$446K +$408K +9,067 New
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$434K +$91.7K +2,039 +30%
Allspring Global Investments
370
Allspring Global Investments
North Carolina
$434K +$24.1K +537 +6%
KAS
371
Kestra Advisory Services
Texas
$434K -$133K -2,947 -25%
HCM
372
Howland Capital Management
Massachusetts
$432K
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$431K -$22.5K -500 -5%
KNW
374
Kesler Norman & Wride
Utah
$419K -$285K -6,331 -43%
SRL
375
Scientech Research LLC
New Jersey
$412K -$73.2K -1,629 -16%

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.