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

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
VSQM
476
V-Square Quantitative Management
Illinois
$210K -$19.4K -442 -7%
GEA
477
Glen Eagle Advisors
New Jersey
$209K
PW
478
PUREfi Wealth
Massachusetts
$208K +$240K +5,464 New
P
479
Pitcairn
Pennsylvania
$207K -$72.1K -1,640 -23%
CT
480
Caldwell Trust
Florida
$207K
Walleye Trading
481
Walleye Trading
New York
$206K +$238K +5,419 New
LSAG
482
Lake Street Advisors Group
New Hampshire
$204K -$36.4K -827 -13%
AM
483
AGF Management
Ontario, Canada
$204K -$15.7K -357 -6%
JIC
484
Johnson Investment Counsel
Ohio
$202K +$132 +3 +0.1%
OIA
485
OneDigital Investment Advisors
Kansas
$201K -$10.2K -233 -4%
A
486
AlphaQuest
New York
$193K -$91.4K -2,078 -29%
GI
487
GAMMA Investing
California
$192K +$75K +1,705 +51%
CFB
488
Cullen/Frost Bankers
Texas
$184K +$2.46K +56 +1%
EWA
489
EverSource Wealth Advisors
Alabama
$160K +$118K +2,684 +175%
AssetMark Inc
490
AssetMark Inc
California
$154K +$101K +2,298 +130%
VI
491
Vestcor Inc
New Brunswick, Canada
$145K -$704 -16 -0.4%
PA
492
Parallel Advisors
California
$137K -$9.54K -217 -6%
OAM
493
Ostrum Asset Management
France
$128K -$1.22M -27,720 -89%
WSFS
494
Wilmington Savings Fund Society
Delaware
$125K -$22.6K -514 -14%
PEAK6
495
PEAK6
Illinois
$120K +$139K +3,152 New
BLC
496
Brown, Lisle/Cummings
Rhode Island
$119K
Jones Financial Companies
497
Jones Financial Companies
Missouri
$108K +$6.6K +150 +6%
HWA
498
HHM Wealth Advisors
Tennessee
$104K +$121K +2,750 New
MSA
499
MUFG Securities Americas
New York
$102K +$118K +2,689 New
GG
500
Gleason Group
Kentucky
$96.1K +$484 +11 +0.4%

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.