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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
FRM
451
Fox Run Management
Connecticut
$321K -$33.2K -496 -10%
MGP
452
Metis Global Partners
California
$320K +$60.2K +898 +25%
SWA
453
Sutton Wealth Advisors
Florida
$319K +$670 +10 +0.2%
RWP
454
Ridgecrest Wealth Partners
California
$318K
Cerity Partners
455
Cerity Partners
New York
$314K +$299K +4,463 New
BBVA
456
Banco Bilbao Vizcaya Argentaria
Spain
$310K +$1.61K +24 +0.5%
EI
457
Ellevest Inc
New York
$310K +$11.1K +165 +4%
SSW
458
Smith Shellnut Wilson
Mississippi
$306K -$24.7K -369 -8%
CL
459
CPWM LLC
Washington
$304K +$6.3K +94 +2%
VFA
460
Voya Financial Advisors
Connecticut
$303K -$3.62K -54 -1%
CPIA
461
Cornell Pochily Investment Advisors
New York
$300K +$287K +4,275 New
WIA
462
Westbourne Investment Advisors
Maryland
$296K
TWC
463
TD Waterhouse Canada
Ontario, Canada
$291K +$43K +641 +20%
SLAM
464
Swiss Life Asset Management
$291K +$277K +4,131 New
HWAM
465
Hennion & Walsh Asset Management
New Jersey
$289K -$41.1K -613 -13%
SWIG
466
Strategic Wealth Investment Group
Kentucky
$289K +$276K +4,119 New
MLL
467
Moody Lynn & Lieberson
Massachusetts
$284K
UAML
468
US Asset Management LLC
Pennsylvania
$282K +$3.08K +46 +1%
IWC
469
Integrated Wealth Concepts
Massachusetts
$275K +$804 +12 +0.3%
GCM
470
Graham Capital Management
Connecticut
$274K -$463K -6,907 -64%
SFI
471
Siemens Fonds Invest
Germany
$274K
SFG
472
SevenBridge Financial Group
Pennsylvania
$267K
TIA
473
Tiemann Investment Advisors
California
$266K +$268 +4 +0.1%
TMAM
474
Tokio Marine Asset Management
Japan
$265K +$36.3K +542 +17%
LWP
475
Lumature Wealth Partners
Georgia
$264K +$14.9K +222 +6%

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.