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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
GIBU
526
Gulf International Bank (UK)
United Kingdom
$109K
APA
527
American Portfolios Advisors
New York
$108K -$6.19K -93 -5%
BCFD
528
Boit C.F. David
$103K
Simplex Trading
529
Simplex Trading
Illinois
$99K +$98.6K +1,481 New
IAM
530
Infusive Asset Management
New York
$96K -$12.3M -184,285 -99%
CHA
531
Carmichael Hill & Associates
Maryland
$96K
CAL
532
Capital Analysts LLC
Pennsylvania
$93K -$6.99K -105 -7%
GCGDR
533
Geo Capital Gestora de Recursos
Brazil
$93K
SC
534
SouthState Corp
Florida
$92K -$666 -10 -0.7%
SIM
535
Sentry Investment Management
Wisconsin
$86K -$44.7K -672 -34%
T
536
TOBAM
France
$86K +$16.4K +247 +24%
AI
537
AdvisorShares Investments
Maryland
$85K
EWA
538
EverSource Wealth Advisors
Alabama
$82K +$5.26K +79 +7%
QCG
539
Quadrant Capital Group
Ohio
$81K -$13.9K -209 -15%
SLWA
540
San Luis Wealth Advisors
California
$79K +$72.2K +1,085 New
TFM
541
TFC Financial Management
Massachusetts
$76K
BFC
542
Bedel Financial Consulting
Indiana
$75K -$14.8K -222 -17%
DCM
543
Dupont Capital Management
Delaware
$67K +$1.66K +25 +3%
S
544
SignatureFD
Georgia
$66K -$24.7K -371 -27%
MA
545
MCF Advisors
Kentucky
$63K +$62.3K +936 New
BWP
546
Baldwin Wealth Partners
Massachusetts
$62K
First Manhattan
547
First Manhattan
New York
$62K
LSA
548
Leonteq Securities AG
Switzerland
$60.7K -$12K -180 -17%
GWM
549
Geneos Wealth Management
Colorado
$58K -$3.73K -56 -6%
FHA
550
First Horizon Advisors
Tennessee
$57K -$1.53K -23 -3%

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.