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Brown-Forman Class B

657 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

0% more funds holding

Funds holding: 654657 (+3)

0.33% more ownership

Funds ownership: 48.95%49.29% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

6% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$676M)

63% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $4.32M

Holders
657
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
10.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
220
Reduced
232
Closed
55
Calls
$1.6M
Puts
$4.32M
Net Calls
-$2.71M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Aigen Investment Management
New York
$598K +$60.4K +907 +11%
LCM
377
LVM Capital Management
Michigan
$597K
VFA
378
Valeo Financial Advisors
Indiana
$593K +$66.2K +995 +13%
BCM
379
Bayesian Capital Management
New York
$587K +$583K +8,760 New
ETC
380
Exchange Traded Concepts
Oklahoma
$587K +$583K +8,764 New
OPPTF
381
OPSEU Pension Plan Trust Fund
Ontario, Canada
$586K +$21.5K +323 +4%
DA
382
Duality Advisers
Florida
$579K +$575K +8,633 New
FF
383
FourThought Financial
Florida
$575K +$2.33K +35 +0.4%
TCM
384
Teza Capital Management
Illinois
$574K +$340K +5,108 +148%
Wealthfront Advisers
385
Wealthfront Advisers
California
$568K -$110K -1,653 -16%
ONB
386
Old National Bancorp
Indiana
$566K -$475K -7,133 -46%
VCM
387
Virtue Capital Management
Tennessee
$566K -$150K -2,252 -21%
MML Investors Services
388
MML Investors Services
Massachusetts
$558K -$96.2K -1,445 -15%
CGH
389
Crossmark Global Holdings
Texas
$552K +$18K +270 +3%
RIM
390
Redpoint Investment Management
Australia
$547K
MC
391
Maverick Capital
Texas
$544K +$541K +8,122 New
SC
392
Scotia Capital
Ontario, Canada
$538K +$202K +3,027 +61%
RP
393
Rowlandmiller & Partners
Georgia
$531K +$7.86K +118 +2%
RWA
394
Ropes Wealth Advisors
Massachusetts
$520K
Thrivent Financial for Lutherans
395
Thrivent Financial for Lutherans
Minnesota
$518K -$3.66K -55 -0.7%
OIA
396
OneDigital Investment Advisors
Kansas
$507K +$72.5K +1,089 +17%
ASN
397
Advisory Services Network
Georgia
$497K +$7.39K +111 +2%
FCCM
398
First City Capital Management
Georgia
$495K -$4.66K -70 -0.9%
TI
399
Tidal Investments
Wisconsin
$495K +$72.4K +1,087 +17%
SC
400
Saybrook Capital
North Carolina
$494K

BF.B Hedge Fund Activity: Q1 2022 in Review

657 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2022, worth a combined $10.1B — down 6.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BF.B positions and 55 closed out — a net gain of 11 holders — while 220 added to existing stakes and 232 trimmed.

The largest buyer was Fundsmith Investment Services, opening a new position worth an estimated $255M. The largest seller was Fundsmith LLP, cutting an estimated $244M.

  • 657 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2022, up from 654 in Q4 2021.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 66 funds opened new Brown-Forman Class B positions in Q1 2022 and 55 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2022 was Fundsmith Investment Services, an estimated $255M added.
  • The largest Brown-Forman Class B seller in Q1 2022 was Fundsmith LLP, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2022.