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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
MGP
351
Metis Global Partners
California
$579K +$22K +500 +3%
SA
352
Sanctuary Advisors
Indiana
$573K +$66.5K +1,511 +10%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$572K -$365K -8,293 -36%
NIM
354
Northeast Investment Management
Massachusetts
$571K -$623K -14,168 -49%
SCA
355
Sippican Capital Advisors
Massachusetts
$567K
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$558K +$646K +14,683 New
PTC
357
Private Trust Company
Ohio
$556K +$9.5K +216 +1%
SFO
358
Stokes Family Office
Louisiana
$555K +$643K +14,625 New
MML Investors Services
359
MML Investors Services
Massachusetts
$554K +$641K +14,584 New
GI
360
GAMCO Investors
Connecticut
$549K
CIC
361
Crawford Investment Counsel
Georgia
$522K -$238K -5,416 -28%
TRSOTSOK
362
Teachers Retirement System of the State of Kentucky
Kentucky
$520K
EPIM
363
Evelyn Partners Investment Management
$516K +$597K +13,575 New
AIM
364
Aigen Investment Management
New York
$513K +$70.4K +1,601 +13%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$508K
CA
366
Clearstead Advisors
Ohio
$508K +$44 +1 +0%
UCFA
367
United Capital Financial Advisors
Texas
$497K -$803K -18,248 -58%
AWA
368
Arkadios Wealth Advisors
Georgia
$496K +$13.5K +308 +2%
CFS
369
CRA Financial Services
New Jersey
$494K +$572K +13,007 New
BBHC
370
Brown Brothers Harriman & Co
New York
$492K -$52.5K -1,193 -8%
Focus Partners Wealth
371
Focus Partners Wealth
Massachusetts
$491K +$94.2K +2,142 +20%
GWP
372
Gen-Wealth Partners
Michigan
$488K +$75.7K +1,721 +15%
SG Americas Securities
373
SG Americas Securities
New York
$485K -$4.16M -94,602 -88%
TI
374
Tidal Investments
Wisconsin
$479K +$62.4K +1,419 +13%
KRS
375
Kentucky Retirement Systems
Kentucky
$478K -$7.61K -173 -1%

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.