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

Brown-Forman Class B

663 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 244 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $2.52M

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

15% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 212

0.79% more ownership

Funds ownership: 48.3%49.09% (+0.79%)

1% more funds holding

Funds holding: 659663 (+4)

4% less capital invested

Capital invested by funds: $10.5B → $10.1B (-$416M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
59
Increased
244
Reduced
212
Closed
48
Calls
$8.59M
Puts
$2.52M
Net Calls
+$6.08M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
Mirabella Financial Services
United Kingdom
$235K -$862K -11,853 -77%
UCFA
502
United Capital Financial Advisors
Texas
$234K -$551K -7,580 -68%
RHBC
503
R.H. Bluestein & Co
Michigan
$233K
SCA
504
Snowden Capital Advisors
New York
$233K +$2.62K +36 +1%
HCP
505
Holt Capital Partners
Texas
$232K
QT
506
Quantbot Technologies
New York
$231K -$1.86M -25,583 -88%
OTL
507
Oak Thistle LLC
New York
$229K -$176K -2,425 -41%
BFM
508
Boothbay Fund Management
New York
$229K -$84.3K -1,159 -25%
LNC
509
Lincoln National Corp
Pennsylvania
$229K -$3.56K -49 -1%
RWM
510
Ritholtz Wealth Management
New York
$228K +$249K +3,424 New
DLA
511
Douglas Lane & Associates
New York
$225K
PFS
512
Physicians Financial Services
North Carolina
$224K -$582 -8 -0.2%
SLG
513
Stanley-Laman Group
Pennsylvania
$224K
TWC
514
TD Waterhouse Canada
Ontario, Canada
$219K -$48.4K -666 -17%
MCCP
515
Mission Creek Capital Partners
California
$219K
TAM
516
Todd Asset Management
Kentucky
$218K
CIC
517
Chilton Investment Company
Connecticut
$215K
RC
518
RegentAtlantic Capital
New Jersey
$214K -$30.4K -418 -12%
AIM
519
Alhambra Investment Management
Florida
$208K
PP
520
PDT Partners
New York
$206K -$715K -9,838 -76%
CDH
521
Charles D. Hyman
$206K
CANY
522
Caxton Associates (New York)
New York
$203K +$222K +3,049 New
PCOC
523
Power Corp of Canada
Canada
$178K +$194K +2,674 New
SBL
524
Sargent Bickham Lagudis
Colorado
$173K
BC
525
Barrett & Company
Rhode Island
$164K +$181K +2,494 New

BF.B Hedge Fund Activity: Q3 2022 in Review

663 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2022, worth a combined $10.1B — down 3.9% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BF.B positions and 48 closed out — a net gain of 11 holders — while 244 added to existing stakes and 212 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $140M. The largest seller was BlackRock, cutting an estimated $78.3M.

  • 663 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2022, up from 659 in Q2 2022.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 59 funds opened new Brown-Forman Class B positions in Q3 2022 and 48 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q3 2022 was Los Angeles Capital Management, an estimated $140M added.
  • The largest Brown-Forman Class B seller in Q3 2022 was BlackRock, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2022.