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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
CIAS
576
CFS Investment Advisory Services
New Jersey
$27K +$118M +1,767,548 +6,701%
EW
577
Evoke Wealth
California
$23K +$1.93K +29 +9%
GRP
578
Global Retirement Partners
California
$23K +$4.73K +71 +24%
AWM
579
Atticus Wealth Management
Florida
$22K -$16.6K -250 -43%
CFO
580
CVA Family Office
Colorado
$21K -$34.6K -520 -63%
PFBT
581
Parkside Financial Bank & Trust
Missouri
$21K -$3.53K -53 -15%
LC
582
Lindbrook Capital
California
$20K -$9.59K -144 -32%
DA
583
Denali Advisors
California
$20K +$20K +300 New
GI
584
Gradient Investments
Minnesota
$19K -$30K -450 -61%
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$11.2K -168 -38%
LFG
586
Larson Financial Group
Missouri
$19K
FAM
587
Fred Alger Management
New York
$19K +$18.6K +280 New
CCM
588
Covington Capital Management
California
$17K
HBW
589
Hazlett, Burt & Watson
West Virginia
$17K +$16.6K +250 New
PB
590
Pinnacle Bancorp
Nebraska
$16K -$6.19K -93 -28%
PCG
591
Private Capital Group
Connecticut
$16K -$3K -45 -16%
FIA
592
FNY Investment Advisers
New York
$16K +$16.6K +250 New
KFI
593
Key Financial Inc
Pennsylvania
$15K
OAJ
594
Ogorek Anthony Joseph
New York
$15K
SWA
595
SOA Wealth Advisors
New York
$15K
RIM
596
Rockbridge Investment Management
New York
$14.2K
FCFS
597
First Command Financial Services
Texas
$14K
FCB
598
First Command Bank
Texas
$14K +$1.13K +17 +9%
TFO
599
Tarbox Family Office
California
$13K -$2.73K -41 -17%
HNB
600
Huntington National Bank
Ohio
$13K

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.