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

Brown-Forman Class B

663 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 244 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $2.52M

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

15% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 212

0.79% more ownership

Funds ownership: 48.3%49.09% (+0.79%)

1% more funds holding

Funds holding: 659663 (+4)

4% less capital invested

Capital invested by funds: $10.5B → $10.1B (-$416M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
59
Increased
244
Reduced
212
Closed
48
Calls
$8.59M
Puts
$2.52M
Net Calls
+$6.08M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Cresset Asset Management
Illinois
$334K -$106K -1,452 -22%
SC
452
Scotia Capital
Ontario, Canada
$333K
RCA
453
Resonant Capital Advisors
Wisconsin
$323K +$13.8K +190 +4%
EFS
454
Essex Financial Services
Connecticut
$322K +$509 +7 +0.1%
WCM
455
Weik Capital Management
Pennsylvania
$310K -$9.09K -125 -3%
GIP
456
Greatmark Investment Partners
Georgia
$308K
BAM
457
Berkshire Asset Management
Pennsylvania
$307K
SSW
458
Smith Shellnut Wilson
Mississippi
$306K +$17.5K +241 +6%
IBOK
459
Independence Bank of Kentucky
Kentucky
$304K -$20.1K -277 -6%
OAM
460
Oppenheimer Asset Management
New York
$303K -$9.16K -126 -3%
SWA
461
Sutton Wealth Advisors
Florida
$303K
RWP
462
Ridgecrest Wealth Partners
California
$302K
AWS
463
Atria Wealth Solutions
New York
$300K +$68.5K +942 +26%
QC
464
Quadrature Capital
United Kingdom
$300K -$79.1K -1,088 -19%
OIA
465
OneDigital Investment Advisors
Kansas
$298K -$324K -4,462 -50%
TMAM
466
Tokio Marine Asset Management
Japan
$291K +$42.3K +581 +15%
BBVA
467
Banco Bilbao Vizcaya Argentaria
Spain
$290K -$4.8K -66 -1%
AR
468
Apeiron RIA
Texas
$289K +$324K +4,460 New
CL
469
CPWM LLC
Washington
$286K -$2.69K -37 -0.9%
CPIA
470
Cornell Pochily Investment Advisors
New York
$285K
Cerity Partners
471
Cerity Partners
New York
$283K -$15.7K -216 -5%
SFG
472
SevenBridge Financial Group
Pennsylvania
$282K +$31.3K +431 +11%
WIA
473
Westbourne Investment Advisors
Maryland
$281K
SFA
474
Sequoia Financial Advisors
Ohio
$276K +$38.8K +533 +15%
EF
475
Empirical Finance
Pennsylvania
$276K +$53.1K +730 +21%

BF.B Hedge Fund Activity: Q3 2022 in Review

663 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2022, worth a combined $10.1B — down 3.9% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BF.B positions and 48 closed out — a net gain of 11 holders — while 244 added to existing stakes and 212 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $140M. The largest seller was BlackRock, cutting an estimated $78.3M.

  • 663 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2022, up from 659 in Q2 2022.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 59 funds opened new Brown-Forman Class B positions in Q3 2022 and 48 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q3 2022 was Los Angeles Capital Management, an estimated $140M added.
  • The largest Brown-Forman Class B seller in Q3 2022 was BlackRock, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2022.