We are live on ! Find out more
BF.B icon

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
IAIM
376
International Assets Investment Management
Florida
$473K -$24.3M -551,652 -98%
PMFA
377
Plante Moran Financial Advisors
Michigan
$470K -$50.3K -1,143 -8%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$466K +$282K +6,404 +109%
RC
379
Rovin Capital
Arizona
$465K -$64K -1,456 -11%
AA
380
ABC Arbitrage
France
$455K +$527K +11,976 New
OAC
381
OMERS Administration Corp
Ontario, Canada
$453K +$56.9K +1,293 +12%
SAM
382
Silvercrest Asset Management
New York
$451K
LJAC
383
L.J. Altfest & Co
New York
$447K
Nordea Investment Management
384
Nordea Investment Management
Sweden
$443K
TCM
385
Tran Capital Management
California
$440K -$187K -4,250 -27%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$434K +$13.6K +310 +6%
SCM
387
Stevens Capital Management
Pennsylvania
$433K +$502K +11,413 New
APW
388
Aventura Private Wealth
Florida
$431K +$499K +11,336 New
Cambridge Investment Research Advisors
389
Cambridge Investment Research Advisors
Iowa
$429K -$12.8K -292 -3%
AC
390
AXQ Capital
New Jersey
$428K +$496K +11,275 New
SC
391
Sawyer & Company
Massachusetts
$428K -$87.3K -1,985 -15%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$422K -$9.46K -215 -2%
Lido Advisors
393
Lido Advisors
California
$419K -$178K -4,058 -27%
PIM
394
Penobscot Investment Management
Massachusetts
$419K -$146K -3,309 -23%
EP
395
Edgestream Partners
New Jersey
$418K -$825K -18,765 -63%
CA
396
Claro Advisors
Massachusetts
$418K +$144K +3,269 +42%
AIP
397
Ameritas Investment Partners
Nebraska
$416K
WP
398
Woodline Partners
California
$415K +$481K +10,937 New
SWA
399
Sax Wealth Advisors
New Jersey
$413K +$478K +10,866 New
P
400
&Partners
Tennessee
$409K +$50.5K +1,148 +11%

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.