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

Brown-Forman Class B

612 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
VI
476
Vestcor Inc
New Brunswick, Canada
$189K -$85K -1,891 -33%
PA
477
Parallel Advisors
California
$189K +$75.3K +1,675 +78%
WSFS
478
Wilmington Savings Fund Society
Delaware
$187K +$171K +3,806 New
Walleye Capital
479
Walleye Capital
New York
$177K +$116K +2,575 +252%
N
480
Natixis
France
$175K +$160K +3,564 New
Capstone Investment Advisors
481
Capstone Investment Advisors
New York
$173K +$158K +3,509 New
GI
482
GAMMA Investing
California
$164K +$83.5K +1,856 +125%
BLC
483
Brown, Lisle/Cummings
Rhode Island
$155K
ACM
484
Aster Capital Management
United Arab Emirates
$135K +$123K +2,739 New
Jones Financial Companies
485
Jones Financial Companies
Missouri
$131K +$84.4K +1,878 +227%
S
486
SignatureFD
Georgia
$128K -$10.2K -227 -8%
GG
487
Gleason Group
Kentucky
$124K -$22.9K -510 -17%
HI
488
Horizon Investments
North Carolina
$122K -$8.18K -182 -7%
TH
489
TCTC Holdings
Texas
$116K +$495 +11 +0.5%
AAP
490
Arax Advisory Partners
Colorado
$110K +$28.2K +627 +39%
JEST
491
JTC Employer Solutions Trustee
Jersey
$110K
CT
492
Coastline Trust
Rhode Island
$108K +$98.3K +2,187 New
QL
493
Quarry LP
New York
$95K +$86.8K +1,931 New
C
494
Covestor
United Kingdom
$93K +$27.9K +621 +49%
RIL
495
Rothschild Investment LLC
Illinois
$87.6K +$36K +800 +82%
AssetMark Inc
496
AssetMark Inc
California
$86.8K +$63.6K +1,415 +404%
Citadel Advisors
497
Citadel Advisors
Florida
$86.8K +$79.4K +1,765 New
CFO
498
CVA Family Office
Colorado
$86.1K +$23.2K +516 +42%
CA
499
Centerpoint Advisors
Massachusetts
$82K
AWM
500
Avior Wealth Management
Nebraska
$81.7K -$48.2K -1,071 -39%

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.