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
HI
501
Horizon Investments
North Carolina
$95.2K +$880 +20 +0.8%
BC
502
Barrett & Company
Rhode Island
$94.7K -$69.5K -1,580 -39%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$94.3K -$100K -2,273 -46%
TH
504
TCTC Holdings
Texas
$89.8K +$484 +11 +0.5%
ACM
505
Aster Capital Management
United Arab Emirates
$86.5K -$20.3K -461 -17%
JEST
506
JTC Employer Solutions Trustee
Jersey
$84K
AWM
507
Accredited Wealth Management
Kentucky
$81.4K +$93.9K +2,135 New
HNB
508
Huntington National Bank
Ohio
$78.9K +$45.7K +1,040 +100%
AG
509
AmeriFlex Group
Nevada
$74.5K +$99.2K +2,256 New
Walleye Capital
510
Walleye Capital
New York
$72.2K -$74.6K -1,697 -47%
CT
511
Coastline Trust
Rhode Island
$66.5K -$19.2K -436 -20%
API
512
Asset Planning Inc
California
$66.5K +$77K +1,750 New
UB
513
UMB Bank
Missouri
$65.2K +$51.3K +1,166 +212%
AWM
514
Avior Wealth Management
Nebraska
$63.5K +$528 +12 +0.7%
S
515
SignatureFD
Georgia
$60.1K -$44.9K -1,021 -39%
BTI
516
Blue Trust Inc
Georgia
$59.3K -$924 -21 -1%
BCFD
517
Boit C.F. David
$58.5K
C
518
Covestor
United Kingdom
$56K -$17.7K -402 -21%
AF
519
Allworth Financial
California
$50.9K +$176 +4 +0.3%
BF
520
BOK Financial
Oklahoma
$49.9K -$396 -9 -0.6%
CFO
521
CVA Family Office
Colorado
$49.5K -$19.7K -447 -26%
CIAM
522
Caitong International Asset Management
Hong Kong
$46.7K +$54.1K +1,229 New
RBI
523
Raiffeisen Bank International
Austria
$44.6K +$51.6K +1,174 New
TPCW
524
TD Private Client Wealth
New York
$42.5K -$18.3K -417 -27%
MG
525
Mather Group
Illinois
$40.3K +$968 +22 +2%

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.