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Brown-Forman Class B

612 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.3K
SAM
527
S.A. Mason
Michigan
$34K
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$32.3K +$19.6K +436 +197%
CAM
529
Chesapeake Asset Management
New York
$32K
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$31K +$495 +11 +2%
JFA
531
JNBA Financial Advisors
Minnesota
$29.4K
AWM
532
Atticus Wealth Management
Florida
$28K -$450 -10 -2%
FPFS
533
First Personal Financial Services
North Carolina
$27.7K +$90 +2 +0.4%
UB
534
UMB Bank
Missouri
$27.1K -$22K -490 -47%
GWSG
535
GPS Wealth Strategies Group
Colorado
$26.1K
CH
536
Cromwell Holdings
Wyoming
$25.4K +$23.2K +517 New
IFS
537
Intelligent Financial Strategies
Minnesota
$25.3K
HB
538
Horizon Bancorp
Indiana
$25K -$764 -17 -3%
CNBTD
539
Citizens National Bank Trust Department
Mississippi
$24.6K
HWM
540
Hemington Wealth Management
Virginia
$22K +$22.7K +504 New
QC
541
Quent Capital
New York
$21.7K
GRP
542
Global Retirement Partners
California
$20.3K +$854 +19 +5%
CCA
543
Catalyst Capital Advisors
New York
$18.6K +$17K +379 New
GIBU
544
Gulf International Bank (UK)
United Kingdom
$16K -$40.2K -894 -73%
AF
545
Advisornet Financial
Minnesota
$16K +$9.67K +215 +195%
FHA
546
First Horizon Advisors
Tennessee
$15.5K +$3.06K +68 +28%
LS
547
Livforsakringsbolaget Skandia
Sweden
$14.9K
WPA
548
West Paces Advisors
Georgia
$13K
HPC
549
HM Payson & Co
Maine
$12.3K +$2.79K +62 +33%
HBW
550
Hazlett, Burt & Watson
West Virginia
$12K

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.