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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
ABC
426
Associated Banc-Corp
Wisconsin
$285K
WIC
427
Woodmont Investment Counsel
Tennessee
$282K
AM
428
AGF Management
Ontario, Canada
$282K +$258K +5,740 New
SC
429
Sapient Capital
Indiana
$282K
BBVA
430
Banco Bilbao Vizcaya Argentaria
Spain
$281K +$16.6K +369 +7%
FCCM
431
First City Capital Management
Georgia
$280K -$225 -5 -0.1%
PWM
432
Perigon Wealth Management
California
$278K +$33.5K +746 +15%
VWM
433
Venturi Wealth Management
Texas
$278K +$89.3K +1,985 +54%
OWP
434
Obermeyer Wealth Partners
Colorado
$277K
BFM
435
Boothbay Fund Management
New York
$277K +$253K +5,625 New
CI
436
CX Institutional
Indiana
$276K +$17.5K +390 +7%
GS
437
GTS Securities
New York
$275K +$251K +5,585 New
OIA
438
OneDigital Investment Advisors
Kansas
$272K -$51.6K -1,147 -17%
GEA
439
Glen Eagle Advisors
New Jersey
$271K
SAM
440
Strategy Asset Managers
California
$270K +$70.9K +1,576 +40%
CT
441
Caldwell Trust
Florida
$268K
RWM
442
Revisor Wealth Management
Ohio
$267K +$24.8K +552 +11%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$267K -$15.6K -346 -6%
JIC
444
Johnson Investment Counsel
Ohio
$261K +$238K +5,303 New
SFA
445
Sequoia Financial Advisors
Ohio
$261K +$238K +5,296 New
CAMG
446
CWA Asset Management Group
Florida
$258K +$236K +5,239 New
MMA
447
Miracle Mile Advisors
California
$257K +$7.78K +173 +3%
FRA
448
Frank Rimerman Advisors
California
$257K +$234K +5,215 New
ESBC
449
E.S. Barr & Co
Kentucky
$256K +$234K +5,200 New
NIM
450
NEOS Investment Management
Connecticut
$254K +$232K +5,167 New

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.