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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
PFS
501
Physicians Financial Services
North Carolina
$236K +$536 +8 +0.2%
VIA
502
Vident Investment Advisory
Georgia
$235K -$385K -5,741 -63%
BWM
503
BNC Wealth Management
Oregon
$234K +$224K +3,335 New
MCCP
504
Mission Creek Capital Partners
California
$231K -$6.7K -100 -3%
BP
505
Ballentine Partners
Massachusetts
$230K -$51.4K -767 -19%
TAM
506
Todd Asset Management
Kentucky
$230K
DADC
507
D.A. Davidson & Co
Montana
$228K
CIC
508
Chilton Investment Company
Connecticut
$227K +$12.7K +190 +6%
AG
509
AIA Group
Hong Kong
$226K -$12.6K -188 -6%
BPA
510
Beacon Pointe Advisors
California
$221K +$4.49K +67 +2%
AIM
511
Alhambra Investment Management
Florida
$219K
JIC
512
Johnson Investment Counsel
Ohio
$219K +$209K +3,123 New
CDH
513
Charles D. Hyman
$217K -$13.4K -200 -6%
H6H
514
Hightower 6M Holding
Kansas
$217K -$335 -5 -0.2%
ICG
515
InterOcean Capital Group
Tennessee
$210K +$201K +2,996 New
SWM
516
Sculati Wealth Management
Michigan
$207K +$198K +2,947 New
IA
517
Integrity Advisory
Kansas
$206K -$8.24K -123 -4%
EIA
518
Eldridge Investment Advisors
New Hampshire
$200K +$191K +2,850 New
SBL
519
Sargent Bickham Lagudis
Colorado
$181K
TFP
520
Tilia Fiduciary Partners
North Carolina
$161K
PA
521
Parallel Advisors
California
$157K -$17K -253 -10%
JEST
522
JTC Employer Solutions Trustee
Jersey
$157K
SFFS
523
Stonehage Fleming Financial Services
Jersey
$146K
LIM
524
Lagoda Investment Management
New York
$136K -$71K -1,060 -35%
APA
525
American Portfolios Advisors
New York
$127K +$13.3K +198 +12%

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.