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Brown-Forman Class B

659 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more funds holding in top 10

Funds holding in top 10: 29 (+7)

244% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.96M

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$453M)

0% more funds holding

Funds holding: 657659 (+2)

0.99% less ownership

Funds ownership: 49.29%48.3% (-0.99%)

Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.1%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.15%
New
55
Increased
238
Reduced
224
Closed
44
Calls
$10.2M
Puts
$2.96M
Net Calls
+$7.2M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Ancora Advisors
Ohio
$638K -$97.7K -1,458 -14%
AFS
377
Annapolis Financial Services
Maryland
$629K
ETC
378
Exchange Traded Concepts
Oklahoma
$629K +$13.7K +204 +2%
OIA
379
OneDigital Investment Advisors
Kansas
$627K +$92K +1,373 +18%
ONB
380
Old National Bancorp
Indiana
$619K +$25.7K +384 +5%
MML Investors Services
381
MML Investors Services
Massachusetts
$618K +$31.6K +472 +6%
CG
382
Colony Group
Massachusetts
$601K +$300K +4,474 +109%
FF
383
FourThought Financial
Florida
$593K -$7.84K -117 -1%
CGH
384
Crossmark Global Holdings
Texas
$590K +$11.4K +170 +2%
VFA
385
Valeo Financial Advisors
Indiana
$589K -$30K -447 -5%
PCM
386
Penserra Capital Management
California
$581K +$555K +8,284 New
RIM
387
Redpoint Investment Management
Australia
$573K
RP
388
Rowlandmiller & Partners
Georgia
$562K +$5.36K +80 +1%
MC
389
Maverick Capital
Texas
$549K -$19.4K -290 -4%
RWA
390
Ropes Wealth Advisors
Massachusetts
$544K
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$544K +$1.81K +27 +0.3%
Skandinaviska Enskilda Banken (SEB)
392
Skandinaviska Enskilda Banken (SEB)
Sweden
$525K -$495K -7,382 -50%
SC
393
Saybrook Capital
North Carolina
$517K
SFG
394
StrategIQ Financial Group
Indiana
$515K
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$513K +$2.35K +35 +0.5%
CCIA
396
Campbell & Co Investment Adviser
Maryland
$513K +$490K +7,317 New
FCCM
397
First City Capital Management
Georgia
$507K -$10.1K -150 -2%
DT
398
Diversified Trust
Tennessee
$506K +$43.4K +648 +10%
VI
399
Vestcor Inc
New Brunswick, Canada
$506K +$155K +2,310 +47%
JF
400
JSF Financial
California
$500K +$478K +7,128 New

BF.B Hedge Fund Activity: Q2 2022 in Review

659 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2022, worth a combined $10.5B — up 4.5% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BF.B positions and 44 closed out — a net gain of 11 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.7M. The largest seller was First Trust Advisors, cutting an estimated $170M.

  • 659 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2022, up from 657 in Q1 2022.
  • Funds reported $10.5B of Brown-Forman Class B stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 55 funds opened new Brown-Forman Class B positions in Q2 2022 and 44 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q2 2022 was Morgan Stanley, an estimated $77.7M added.
  • The largest Brown-Forman Class B seller in Q2 2022 was First Trust Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2022.