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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
SAM
551
Smartleaf Asset Management
Massachusetts
$11.8K +$8.09K +180 +281%
PC
552
Permit Capital
Pennsylvania
$11.6K
IAIM
553
International Assets Investment Management
Florida
$11.5K +$24.9M +552,798 +4,776%
GWM
554
Geneos Wealth Management
Colorado
$11.5K +$7.69K +171 +276%
CA
555
CoreCap Advisors
Michigan
$11.2K +$10.3K +228 New
OAJ
556
Ogorek Anthony Joseph
New York
$11K +$90 +2 +0.9%
MSWM
557
Mowery & Schoenfeld Wealth Management
Illinois
$10.8K
CAL
558
Capital Advisors Ltd
Ohio
$10K +$3.06K +68 +50%
BIA
559
Bell Investment Advisors
California
$9.35K -$989 -22 -10%
BGAI
560
Bruce G. Allen Investments
Colorado
$9.3K +$2.16K +48 +34%
CT
561
Colonial Trust
South Carolina
$8.31K +$3.01K +67 +66%
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.51K
CAL
563
Capital Analysts LLC
Pennsylvania
$7K
ST
564
Smithfield Trust
Pennsylvania
$7K
IA
565
IFP Advisors
Florida
$5.81K -$6.16K -137 -54%
CSC
566
Caldwell Sutter Capital
California
$5.36K +$4.9K +109 New
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$5.26K
MCM
568
Manchester Capital Management
Vermont
$5.07K -$1.17K -26 -20%
SS
569
Sunbelt Securities
Texas
$4.92K
CSWM
570
Cassady Schiller Wealth Management
Ohio
$4.72K
S
571
Sachetta
Massachusetts
$4.68K -$450 -10 -10%
ZB
572
Zions Bancorporation
Utah
$4.67K -$2.83K -63 -40%
LCM
573
Logan Capital Management
Pennsylvania
$4.43K
TFA
574
Transamerica Financial Advisors
Florida
$4K +$3.55K +79 New
CWC
575
Carolinas Wealth Consulting
North Carolina
$3.69K

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.