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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
CW
451
Curio Wealth
Maryland
$256K +$297K +6,749 New
AA
452
Ancora Advisors
Ohio
$253K -$143K -3,255 -33%
CS
453
Candriam SCA
Luxembourg
$248K
NIM
454
NEOS Investment Management
Connecticut
$243K +$54.5K +1,238 +24%
C
455
Certuity
Florida
$240K -$10.5K -239 -4%
EF
456
Empirical Finance
Pennsylvania
$237K -$2.68K -61 -1%
HI
457
Hendershot Investments
Virginia
$237K -$20K -455 -7%
CC
458
Centiva Capital
New York
$234K +$271K +6,165 New
KAS
459
KPP Advisory Services
Kentucky
$233K +$2.51K +57 +0.9%
FRM
460
Fox Run Management
Connecticut
$230K +$266K +6,054 New
HT
461
Headlands Technologies
Illinois
$230K +$7.7K +175 +3%
Nomura Holdings
462
Nomura Holdings
Japan
$228K +$264K +6,002 New
1C
463
111 Capital
France
$227K +$263K +5,978 New
ABC
464
Associated Banc-Corp
Wisconsin
$220K
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$220K -$1.19K -27 -0.5%
William Blair & Company
466
William Blair & Company
Illinois
$218K -$53.8K -1,224 -18%
WIC
467
Woodmont Investment Counsel
Tennessee
$218K
RB
468
Rodgers Brothers
Pennsylvania
$217K -$312K -7,100 -55%
AC
469
Allstate Corporation
Illinois
$217K +$251K +5,703 New
SC
470
Sapient Capital
Indiana
$217K -$1.58K -36 -0.6%
FCCM
471
First City Capital Management
Georgia
$216K -$440 -10 -0.2%
OWP
472
Obermeyer Wealth Partners
Colorado
$214K
VWM
473
Venturi Wealth Management
Texas
$214K -$880 -20 -0.4%
ACA
474
Aptus Capital Advisors
Alabama
$213K +$246K +5,596 New
AAP
475
Arax Advisory Partners
Colorado
$212K +$147K +3,349 +150%

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.