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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
HWM
551
Hemington Wealth Management
Virginia
$19K
CNBTD
552
Citizens National Bank Trust Department
Mississippi
$19K
PCM
553
Penserra Capital Management
California
$18K +$20.3K +461 +1,182%
LC
554
Lindbrook Capital
California
$17.9K -$18.3K -415 -47%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$17.6K -$8.49K -193 -29%
QC
556
Quent Capital
New York
$16.1K -$836 -19 -4%
GRP
557
Global Retirement Partners
California
$15.7K
GAM
558
Generali Asset Management
Italy
$14.4K +$16.6K +378 New
HFS
559
Hopwood Financial Services
Virginia
$12.5K +$14.4K +328 New
KTC
560
Kentucky Trust Company
Kentucky
$12K +$13.9K +317 New
GIBU
561
Gulf International Bank (UK)
United Kingdom
$12K
UBP
562
Union Bancaire Privee
Switzerland
$11.9K +$17.4K +395 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$11.5K
WPA
564
West Paces Advisors
Georgia
$10K
CT
565
Colonial Trust
South Carolina
$9.72K +$3.83K +87 +51%
RCM
566
Raleigh Capital Management
North Carolina
$9.69K -$23.1K -525 -67%
MSWM
567
Mowery & Schoenfeld Wealth Management
Illinois
$9.31K +$1.1K +25 +11%
CA
568
CoreCap Advisors
Michigan
$9.05K +$440 +10 +4%
HBW
569
Hazlett, Burt & Watson
West Virginia
$9K
PC
570
Permit Capital
Pennsylvania
$8.93K
GWM
571
Geneos Wealth Management
Colorado
$8.05K -$924 -21 -9%
OAJ
572
Ogorek Anthony Joseph
New York
$8K +$44 +1 +0.4%
FHA
573
First Horizon Advisors
Tennessee
$7.37K -$5.32K -121 -38%
IA
574
IFP Advisors
Florida
$7.14K +$3.08K +70 +59%
HPC
575
HM Payson & Co
Maine
$7.1K -$2.73K -62 -25%

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.