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Brown-Forman Class B

635 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, 232 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: 611635 (+24)

0.8% less ownership

Funds ownership: 61.71%60.91% (-0.8%)

16% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 232

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
635
Holders Change
+24
Holders Change %
+3.93%
% of All Funds
8.36%
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
232
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
UBS AM
26
UBS AM
Illinois
$60.1M +$10.7M +242,654 +18%
Legal & General Group
27
Legal & General Group
United Kingdom
$58M -$2.66M -60,365 -4%
LCOV
28
London Company of Virginia
Virginia
$55.4M -$718K -16,315 -1%
Man Group
29
Man Group
United Kingdom
$50.7M +$56.3M +1,280,217 +2,335%
UBS Group
30
UBS Group
Switzerland
$48.3M +$41.1M +934,558 +278%
First Trust Advisors
31
First Trust Advisors
Illinois
$47M +$2.39M +54,390 +5%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$44.5M +$191K +4,344 +0.4%
VF
33
Vest Financial
Virginia
$44M +$1.51M +34,401 +3%
Amundi
34
Amundi
France
$41.9M -$34.9M -793,021 -41%
Macquarie Group
35
Macquarie Group
Australia
$41.8M -$70.2M -1,596,590 -59%
Bessemer Group
36
Bessemer Group
New Jersey
$41.5M +$10.4M +236,322 +28%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$37.2M +$43.1M +979,745 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$36.6M -$1.53M -34,825 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$35.1M +$11M +249,368 +37%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$34.8M -$3.89M -88,519 -9%
Citadel Advisors
41
Citadel Advisors
Florida
$33.6M +$38.8M +881,715 +49,956%
Millennium Management
42
Millennium Management
New York
$32.9M -$79.1M -1,798,480 -67%
Nomura Asset Management
43
Nomura Asset Management
Japan
$32.3M -$383K -8,699 -1%
GRQ
44
Gardner Russo & Quinn
Pennsylvania
$31.9M -$1.65M -37,489 -4%
Citigroup
45
Citigroup
New York
$30M +$19.9M +453,184 +135%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$26.9M -$1.4M -31,778 -4%
Jane Street
47
Jane Street
New York
$24.5M +$28.4M +645,988 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$23.2M +$3.63M +82,419 +16%
JP Morgan Chase
49
JP Morgan Chase
New York
$22.3M -$39M -886,556 -60%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$22.2M -$6.2M -140,941 -19%

BF.B Hedge Fund Activity: Q4 2024 in Review

635 of the 7,592 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 232 trimmed.

The largest buyer was Bank of America, adding an estimated $57.8M. The largest seller was VanEck Associates, cutting an estimated $148M.

  • 635 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2024, up from 611 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.