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

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
BP
401
Ballentine Partners
Massachusetts
$335K +$69.5K +1,546 +29%
CIA
402
Citadel Investment Advisory
Ohio
$335K
MPM
403
MBB Public Markets
Illinois
$332K -$278K -6,183 -48%
HI
404
Hendershot Investments
Virginia
$330K -$7.19K -160 -2%
ETC
405
Exchange Traded Concepts
Oklahoma
$328K +$300K +6,663 New
SCM
406
Sterling Capital Management
North Carolina
$323K +$295K +6,568 New
C
407
Certuity
Florida
$322K +$295K +6,554 New
CFGS
408
Concourse Financial Group Securities
Alabama
$322K -$304K -6,757 -51%
AI
409
Atria Investments
North Carolina
$317K -$61.1K -1,359 -17%
EF
410
Empirical Finance
Pennsylvania
$310K +$5.89K +131 +2%
JF
411
Jump Financial
Illinois
$310K -$6.17M -137,258 -96%
WS
412
Wedbush Securities
California
$308K +$282K +6,265 New
LSAG
413
Lake Street Advisors Group
New Hampshire
$305K +$45.3K +1,008 +19%
KAS
414
KPP Advisory Services
Kentucky
$300K -$20.3K -452 -7%
Axa
415
Axa
France
$300K +$274K +6,090 New
IMCOOI
416
Investment Management Corp of Ontario (IMCO)
Canada
$297K +$271K +6,034 New
OAM
417
Oppenheimer Asset Management
New York
$296K +$34K +757 +14%
RCA
418
Resonant Capital Advisors
Wisconsin
$295K +$5.26K +117 +2%
VSQM
419
V-Square Quantitative Management
Illinois
$294K +$25.9K +576 +11%
HT
420
Headlands Technologies
Illinois
$289K +$264K +5,875 New
CHP
421
Cable Hill Partners
Oregon
$289K +$263K +5,838 New
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$288K +$26.3K +586 +11%
RMDI
423
R.M. Davis Inc
Maine
$288K
GT
424
Greenleaf Trust
Michigan
$286K -$48.3K -1,074 -16%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$286K +$5.08K +113 +2%

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.