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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
FHA
551
First Horizon Advisors
Tennessee
$58K -$1.61K -24 -3%
MA
552
MCF Advisors
Kentucky
$56K -$8.91K -133 -14%
Rockefeller Capital Management
553
Rockefeller Capital Management
New York
$54K +$737 +11 +1%
SAM
554
S.A. Mason
Michigan
$54K +$10.1K +150 +24%
OC
555
Oakworth Capital
Alabama
$53K
GCGDR
556
Geo Capital Gestora de Recursos
Brazil
$51K -$23.7K -354 -33%
BFEC
557
Benjamin F. Edwards & Company
Missouri
$51K -$4.96K -74 -9%
LWANC
558
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K
TFS
559
TrustCore Financial Services
Tennessee
$48K +$134 +2 +0.3%
JFA
560
JNBA Financial Advisors
Minnesota
$45K
AWM
561
Atticus Wealth Management
Florida
$41K +$16.8K +250 +76%
QC
562
Quent Capital
New York
$40K -$14.2K -212 -27%
PC
563
Permit Capital
Pennsylvania
$40K -$1.68K -25 -4%
FPFS
564
First Personal Financial Services
North Carolina
$39K
SAM
565
Shell Asset Management
Netherlands
$36K -$7.97K -119 -19%
CNBTD
566
Citizens National Bank Trust Department
Mississippi
$35K
DA
567
Denali Advisors
California
$35K +$13.4K +200 +67%
TPCW
568
TD Private Client Wealth
New York
$34.2K -$6.84K -102 -17%
RE
569
RBC Europe
United Kingdom
$33K
AWA
570
Artemis Wealth Advisors
New York
$32.6K +$31.1K +464 New
CT
571
Caldwell Trust
Florida
$31.9K
HR
572
Howe & Rusling
New York
$31K
AIM
573
Achmea Investment Management
Netherlands
$29K
FIA
574
FNY Investment Advisers
New York
$28K +$10.1K +150 +60%
LSA
575
Leonteq Securities AG
Switzerland
$27.4K -$34.5K -515 -57%

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.