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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
OC
526
Oakworth Capital
Alabama
$38.8K
CPCPP
527
Canada Post Corporation Pension Plan
Canada
$37.2K +$43.1K +980 New
NB
528
NBT Bank
New York
$36.7K
RIL
529
Rothschild Investment LLC
Illinois
$36.5K -$36K -818 -46%
MA
530
MCF Advisors
Kentucky
$36K +$616 +14 +2%
GTAM
531
Global Trust Asset Management
Florida
$35.4K -$11.2K -255 -22%
VCM
532
Versant Capital Management
Arizona
$32.8K +$35.6K +810 +1,500%
CA
533
Centerpoint Advisors
Massachusetts
$32K -$36.9K -838 -50%
BIG
534
Brooklyn Investment Group
New York
$31.8K -$8.84K -201 -19%
SC
535
SouthState Corp
Florida
$30.7K
BTD
536
BankPlus Trust Department
Mississippi
$30.3K +$35.1K +798 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$28.9K -$4.18K -95 -11%
LSA
538
Leonteq Securities AG
Switzerland
$28.8K +$33.4K +759 New
SIC
539
Salem Investment Counselors
North Carolina
$28.7K
PS
540
Principal Securities
Iowa
$27.4K +$30.3K +688 +2,085%
LWANC
541
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.2K
SAM
542
S.A. Mason
Michigan
$27.2K +$1.1K +25 +4%
CAM
543
Chesapeake Asset Management
New York
$25.1K +$440 +10 +2%
BOJHT
544
Bank of Jackson Hole Trust
Wyoming
$24.3K +$28.1K +640 New
RTC
545
Riverview Trust Company
Washington
$24K +$27.8K +633 New
QCG
546
Quadrant Capital Group
Ohio
$23.1K -$34.7K -788 -56%
JFA
547
JNBA Financial Advisors
Minnesota
$22.7K
AWM
548
Atticus Wealth Management
Florida
$21.6K
GWSG
549
GPS Wealth Strategies Group
Colorado
$20.1K
CAM
550
Costello Asset Management
Pennsylvania
$19.6K +$22.7K +515 New

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.