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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
SSG
576
Summit Securities Group
New York
$27K +$20.5K +306 +408%
GRP
577
Global Retirement Partners
California
$26K +$804 +12 +3%
EW
578
Evoke Wealth
California
$24K -$67 -1 -0.3%
PG
579
Proffitt & Goodson
Tennessee
$21K -$13.4K -200 -40%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$21K -$938 -14 -5%
LC
581
Lindbrook Capital
California
$21K -$402 -6 -2%
CFO
582
CVA Family Office
Colorado
$21K
LFG
583
Larson Financial Group
Missouri
$21K +$670 +10 +3%
GI
584
Gradient Investments
Minnesota
$20K
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$20K
CCM
586
Covington Capital Management
California
$18K
HBW
587
Hazlett, Burt & Watson
West Virginia
$18K
AW
588
ACG Wealth
Georgia
$18K +$16.9K +252 New
PB
589
Pinnacle Bancorp
Nebraska
$17K
Bank of Montreal
590
Bank of Montreal
Ontario, Canada
$16.2K +$723K +10,791 +5%
KFI
591
Key Financial Inc
Pennsylvania
$16K
TFA
592
Transamerica Financial Advisors
Florida
$16K +$14.4K +215 New
BIA
593
Bell Investment Advisors
California
$16K +$14.8K +221 New
FCB
594
First Command Bank
Texas
$15K
FCFS
595
First Command Financial Services
Texas
$15K
OAJ
596
Ogorek Anthony Joseph
New York
$15K
RIM
597
Rockbridge Investment Management
New York
$14.7K
PCG
598
Private Capital Group
Connecticut
$14K -$1.68K -25 -11%
HIA
599
Harbor Investment Advisory
Maryland
$14K +$3.28K +49 +32%
WPA
600
West Paces Advisors
Georgia
$13.1K

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.