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Brown-Forman Class B

657 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

0% more funds holding

Funds holding: 654657 (+3)

0.33% more ownership

Funds ownership: 48.95%49.29% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

6% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$676M)

63% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $4.32M

Holders
657
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
10.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
220
Reduced
232
Closed
55
Calls
$1.6M
Puts
$4.32M
Net Calls
-$2.71M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Modera Wealth Management
New Jersey
$210K -$21.6K -324 -9%
AIM
502
Alhambra Investment Management
Florida
$209K
QC
503
Quadrature Capital
United Kingdom
$208K +$206K +3,101 New
BPA
504
Beacon Pointe Advisors
California
$207K +$266 +4 +0.1%
H6H
505
Hightower 6M Holding
Kansas
$207K +$206K +3,094 New
MAM
506
Meeder Asset Management
Ohio
$206K +$120K +1,800 +141%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$205K -$161K -2,422 -44%
PAS
508
Park Avenue Securities
New York
$205K -$5.33K -80 -3%
IA
509
Integrity Advisory
Kansas
$205K +$204K +3,058 New
CIC
510
Chilton Investment Company
Connecticut
$204K -$8.39K -126 -4%
Marshall Wace
511
Marshall Wace
United Kingdom
$204K +$203K +3,051 New
LIM
512
Lagoda Investment Management
New York
$201K
PHK
513
Point72 Hong Kong
Hong Kong
$182K +$180K +2,711 New
LS
514
Livforsakringsbolaget Skandia
Sweden
$181K
SGA
515
Seaport Global Advisors
Massachusetts
$180K -$279K -4,189 -61%
SBL
516
Sargent Bickham Lagudis
Colorado
$173K
PA
517
Parallel Advisors
California
$168K -$37.1K -557 -18%
CA
518
Centerpoint Advisors
Massachusetts
$168K +$55.8K +838 +50%
TFP
519
Tilia Fiduciary Partners
North Carolina
$154K
JEST
520
JTC Employer Solutions Trustee
Jersey
$150K
NR
521
Newfound Research
Massachusetts
$144K +$10.6K +159 +8%
SFFS
522
Stonehage Fleming Financial Services
Jersey
$139K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
523
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$126K -$11.3M -169,553 -99%
KTC
524
Kistler-Tiffany Companies
Pennsylvania
$118K
C
525
Covestor
United Kingdom
$116K +$104K +1,565 +978%

BF.B Hedge Fund Activity: Q1 2022 in Review

657 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2022, worth a combined $10.1B — down 6.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BF.B positions and 55 closed out — a net gain of 11 holders — while 220 added to existing stakes and 232 trimmed.

The largest buyer was Fundsmith Investment Services, opening a new position worth an estimated $255M. The largest seller was Fundsmith LLP, cutting an estimated $244M.

  • 657 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2022, up from 654 in Q4 2021.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 66 funds opened new Brown-Forman Class B positions in Q1 2022 and 55 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2022 was Fundsmith Investment Services, an estimated $255M added.
  • The largest Brown-Forman Class B seller in Q1 2022 was Fundsmith LLP, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2022.