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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
NMERB
426
New Mexico Educational Retirement Board
New Mexico
$332K
MCM
427
MAI Capital Management
Ohio
$331K +$63K +1,432 +20%
CCM
428
Coldstream Capital Management
Washington
$329K -$118K -2,673 -24%
RWP
429
RWA Wealth Partners
Massachusetts
$326K +$23.8K +540 +7%
NB
430
Norinchukin Bank
Japan
$325K +$37K +841 +11%
LFG
431
Larson Financial Group
Missouri
$325K +$58.2K +1,323 +18%
PMAM
432
Penn Mutual Asset Management
Pennsylvania
$323K +$374K +8,500 New
KAS
433
Kestra Advisory Services
Texas
$320K -$16.6K -378 -4%
LI
434
Lafayette Investments
Maryland
$317K -$147K -3,343 -29%
Allspring Global Investments
435
Allspring Global Investments
North Carolina
$317K -$13.5K -306 -3%
TMAM
436
Tokio Marine Asset Management
Japan
$315K
KFGK
437
Keystone Financial Group (Kentucky)
Kentucky
$315K +$54K +1,227 +17%
PFS
438
Prospera Financial Services
Texas
$314K +$7.04K +160 +2%
TIA
439
Tandem Investment Advisors
South Carolina
$300K -$47.2M -1,072,179 -99%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$300K -$40.5K -921 -10%
Axa
441
Axa
France
$294K +$72.7K +1,653 +27%
Assenagon Asset Management
442
Assenagon Asset Management
Luxembourg
$294K -$2.04M -46,276 -86%
Robeco Institutional Asset Management
443
Robeco Institutional Asset Management
Netherlands
$292K
TCM
444
Tufton Capital Management
Maryland
$288K
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$281K +$171K +3,883 +111%
SLAM
446
Swiss Life Asset Management
$279K +$323K +7,354 New
GA
447
GSG Advisors
New Jersey
$279K
Thrivent Financial for Lutherans
448
Thrivent Financial for Lutherans
Minnesota
$271K -$2.33K -53 -0.7%
AIS
449
American Investment Services
Massachusetts
$270K -$11.1K -252 -3%
CIA
450
Citadel Investment Advisory
Ohio
$258K

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.