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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
T
526
TOBAM
France
$127K +$35.3K +527 +41%
KTC
527
Kistler-Tiffany Companies
Pennsylvania
$124K
CA
528
Centerpoint Advisors
Massachusetts
$118K -$56.2K -838 -33%
GIBU
529
Gulf International Bank (UK)
United Kingdom
$115K
NR
530
Newfound Research
Massachusetts
$112K -$37.2K -555 -26%
SGA
531
Seaport Global Advisors
Massachusetts
$110K -$75K -1,119 -42%
MAM
532
Meeder Asset Management
Ohio
$106K -$105K -1,567 -51%
S
533
SignatureFD
Georgia
$106K +$35.2K +525 +53%
LS
534
Livforsakringsbolaget Skandia
Sweden
$105K -$80.4K -1,200 -44%
CHA
535
Carmichael Hill & Associates
Maryland
$100K
CAL
536
Capital Analysts LLC
Pennsylvania
$98K
MHR
537
Matthew Hamilton Rosenberg
$97K +$51.4K +767 +129%
EWA
538
EverSource Wealth Advisors
Alabama
$91K +$5.16K +77 +6%
FAM
539
Fred Alger Management
New York
$90K +$66.8K +997 +356%
QCG
540
Quadrant Capital Group
Ohio
$87K +$1.81K +27 +2%
AI
541
AdvisorShares Investments
Maryland
$85K -$4.56K -68 -5%
CI
542
CX Institutional
Indiana
$84K +$79.9K +1,192 New
SIM
543
Sentry Investment Management
Wisconsin
$76K -$14.1K -210 -16%
SC
544
SouthState Corp
Florida
$68K -$26.9K -401 -29%
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$68K +$26.9K +401 +70%
BWP
546
Baldwin Wealth Partners
Massachusetts
$65K
First Manhattan
547
First Manhattan
New York
$65K
GWM
548
Geneos Wealth Management
Colorado
$62K
DCM
549
Dupont Capital Management
Delaware
$60K -$9.25K -138 -14%
HWA
550
Heritage Wealth Advisors
Virginia
$60K +$57.7K +861 New

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.