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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
HI
426
Hendershot Investments
Virginia
$406K
WIC
427
Woodmont Investment Counsel
Tennessee
$403K
AP
428
Advisor Partners
California
$400K +$14.6K +218 +4%
OWP
429
Obermeyer Wealth Partners
Colorado
$395K
QC
430
Quadrature Capital
United Kingdom
$392K +$167K +2,491 +80%
SIC
431
Schwartz Investment Counsel
Michigan
$389K
GG
432
Gleason Group
Kentucky
$388K +$938 +14 +0.3%
GEA
433
Glen Eagle Advisors
New Jersey
$386K
EP
434
Eudaimonia Partners
Tennessee
$369K +$352K +5,259 New
JIC
435
Joel Isaacson & Co
New York
$368K
HSA
436
HBK Sorce Advisory
Pennsylvania
$362K +$42K +626 +14%
Lido Advisors
437
Lido Advisors
California
$356K +$7.77K +116 +2%
MMA
438
Miracle Mile Advisors
California
$355K +$339K +5,055 New
SC
439
Scotia Capital
Ontario, Canada
$351K -$203K -3,027 -38%
IBOK
440
Independence Bank of Kentucky
Kentucky
$340K -$33.5K -500 -9%
EFS
441
Essex Financial Services
Connecticut
$339K
BAM
442
Blueshift Asset Management
New Jersey
$338K +$322K +4,811 New
WCM
443
Weik Capital Management
Pennsylvania
$336K -$5.03K -75 -2%
RGF
444
Retirement Guys Formula
Ohio
$331K +$316K +4,721 New
OAM
445
Oppenheimer Asset Management
New York
$328K -$3.55K -53 -1%
RCA
446
Resonant Capital Advisors
Wisconsin
$327K +$7.84K +117 +3%
BAM
447
Berkshire Asset Management
Pennsylvania
$324K
GIP
448
Greatmark Investment Partners
Georgia
$324K
Lazard Asset Management
449
Lazard Asset Management
New York
$324K +$310K +4,630 New
BFM
450
Boothbay Fund Management
New York
$322K +$59.3K +885 +24%

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.