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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
ERIM
476
Eagle Ridge Investment Management
Connecticut
$263K
SA
477
Syntax Advisors
New York
$262K -$11.3K -169 -4%
VCG
478
Vantage Consulting Group
Virginia
$262K -$11.3K -169 -4%
CCP
479
Corient Capital Partners
California
$261K -$94.1K -1,404 -27%
HTC
480
Haverford Trust Company
Pennsylvania
$261K -$14.7K -220 -6%
PWM
481
Perigon Wealth Management
California
$260K +$12.1K +181 +5%
SF
482
Synovus Financial
Georgia
$260K +$249K +3,714 New
CI Investments Inc
483
CI Investments Inc
Ontario, Canada
$259K -$98.4K -1,468 -28%
AF
484
Allworth Financial
California
$259K +$12.4K +185 +5%
KPWS
485
Kestra Private Wealth Services
Texas
$257K +$14.9K +222 +6%
GTAM
486
Global Trust Asset Management
Florida
$256K
RC
487
RegentAtlantic Capital
New Jersey
$255K +$29.3K +437 +14%
SFA
488
Sequoia Financial Advisors
Ohio
$253K -$4.02K -60 -2%
PHAM
489
Palisades Hudson Asset Management
Florida
$253K
AWS
490
Atria Wealth Solutions
New York
$250K +$238K +3,556 New
RHBC
491
R.H. Bluestein & Co
Michigan
$246K -$168K -2,500 -42%
LNC
492
Lincoln National Corp
Pennsylvania
$245K +$9.45K +141 +4%
HCP
493
Holt Capital Partners
Texas
$244K
CG
494
Caprock Group
Idaho
$244K +$1.21K +18 +0.5%
SCA
495
Snowden Capital Advisors
New York
$243K -$24.9K -372 -10%
IC
496
IEQ Capital
California
$242K +$231K +3,451 New
EF
497
Empirical Finance
Pennsylvania
$239K +$13.2K +197 +6%
DLA
498
Douglas Lane & Associates
New York
$237K -$670 -10 -0.3%
CAM
499
Cresset Asset Management
Illinois
$236K -$164K -2,454 -28%
SLG
500
Stanley-Laman Group
Pennsylvania
$236K -$87.3K -1,303 -28%

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.