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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
FFA
551
Freedman Financial Associates
Massachusetts
$57K
FAG
552
Fortitude Advisory Group
Washington
$56K +$4.66K +70 +9%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$54K -$4.33K -65 -7%
QC
554
Quent Capital
New York
$53K +$45.3K +680 +624%
Rockefeller Capital Management
555
Rockefeller Capital Management
New York
$52K -$5.06K -76 -9%
OC
556
Oakworth Capital
Alabama
$50K
LWANC
557
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
TFS
558
TrustCore Financial Services
Tennessee
$46K
JFA
559
JNBA Financial Advisors
Minnesota
$43K
SAM
560
Shell Asset Management
Netherlands
$42K
SAM
561
S.A. Mason
Michigan
$41K +$40.9K +614 New
MHR
562
Matthew Hamilton Rosenberg
$40K
PC
563
Permit Capital
Pennsylvania
$40K
TPCW
564
TD Private Client Wealth
New York
$39.5K +$3.73K +56 +10%
FPFS
565
First Personal Financial Services
North Carolina
$38K
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.92K +104 +22%
Macquarie Group
567
Macquarie Group
Australia
$38K +$30.9M +464,864 +457%
CNBTD
568
Citizens National Bank Trust Department
Mississippi
$34K
PG
569
Proffitt & Goodson
Tennessee
$34K +$33.4K +502 New
RE
570
RBC Europe
United Kingdom
$32K
CT
571
Caldwell Trust
Florida
$30.5K
HR
572
Howe & Rusling
New York
$30K
SOW
573
State of Wyoming
Wyoming
$29K -$11K -165 -28%
AIM
574
Achmea Investment Management
Netherlands
$28K
SCA
575
Sandy Cove Advisors
Massachusetts
$27K -$7.72K -116 -22%

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.