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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
CA
576
Continuum Advisory
Idaho
$3.4K +$1.75K +39 +89%
HFS
577
Hantz Financial Services
Michigan
$3K
SWM
578
Spire Wealth Management
Virginia
$2.85K +$630 +14 +32%
RWML
579
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.8K -$5.75K -128 -69%
IRC
580
Investors Research Corp
Georgia
$2.8K
SA
581
SRH Advisors
Kansas
$2.71K
VCM
582
Versant Capital Management
Arizona
$2.66K
MSG
583
Main Street Group
Virginia
$2.46K
ATS
584
Ashton Thomas Securities
New York
$2.31K +$2.11K +47 New
DF
585
Dunhill Financial
United Kingdom
$1.9K +$944 +21 +117%
AWM
586
Abound Wealth Management
Tennessee
$1.87K +$1.71K +38 New
PS
587
Principal Securities
Iowa
$1.62K -$33.6K -748 -96%
GIA
588
GHP Investment Advisors
Colorado
$1.28K +$1.17K +26 New
PIM
589
Plato Investment Management
Australia
$1.28K
MIA
590
MeadowBrook Investment Advisors
Michigan
$1.18K +$1.08K +24 New
MRCM
591
M&R Capital Management
New Jersey
$1.13K
JPWM
592
Jamison Private Wealth Management
Georgia
$1.01K
GKIM
593
GW&K Investment Management
Massachusetts
$1K -$854 -19 -43%
AW
594
Avion Wealth
Texas
$1K
PCM
595
Penserra Capital Management
California
$1K
LIM
596
Longfellow Investment Management
Massachusetts
$997
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$984 -$315 -7 -26%
WWM
598
Wolff Wiese Magana
California
$984
MCM
599
MV Capital Management
Maryland
$738 -$360 -8 -35%
CTC
600
Central Trust Company
Missouri
$542

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.