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Brown-Forman Class B

635 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, 232 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: 612635 (+23)

0.8% less ownership

Funds ownership: 61.71%60.91% (-0.8%)

16% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 232

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
635
Holders Change
+23
Holders Change %
+3.76%
% of All Funds
8.36%
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
232
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
TFA
576
Transamerica Financial Advisors
Florida
$7K +$3.65K +83 +105%
NFSG
577
Newbridge Financial Services Group
Florida
$6.68K +$7.74K +176 New
PFG
578
Putney Financial Group
California
$6.65K +$7.7K +175 New
BIA
579
Bell Investment Advisors
California
$6.34K -$1.01K -23 -12%
CAL
580
Capital Advisors Ltd
Ohio
$6K -$1.8K -41 -20%
ST
581
Smithfield Trust
Pennsylvania
$6K
SAM
582
Smartleaf Asset Management
Massachusetts
$5.32K -$4.53K -103 -42%
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.02K
CAL
584
Capital Analysts LLC
Pennsylvania
$5K
CSWM
585
Cassady Schiller Wealth Management
Ohio
$4.29K +$748 +17 +18%
CSC
586
Caldwell Sutter Capital
California
$4.14K
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$4.06K
WTFG
588
Wood Tarver Financial Group
Idaho
$4K +$4.71K +107 New
BGAI
589
Bruce G. Allen Investments
Colorado
$3.91K -$3.78K -86 -46%
SS
590
Sunbelt Securities
Texas
$3.77K
WA
591
Whipplewood Advisors
Colorado
$3.72K +$4.31K +98 New
S
592
Sachetta
Massachusetts
$3.65K +$44 +1 +1%
MCM
593
MV Capital Management
Maryland
$3.65K +$3.56K +81 +540%
CWC
594
Carolinas Wealth Consulting
North Carolina
$3.63K +$880 +20 +27%
LCM
595
Logan Capital Management
Pennsylvania
$3.42K
CTA
596
Colonial Trust Advisors
South Carolina
$3.42K +$3.96K +90 New
SWM
597
Spire Wealth Management
Virginia
$2.92K +$836 +19 +33%
CFGS
598
Concourse Financial Group Securities
Alabama
$2.91K -$281K -6,400 -99%
CA
599
Continuum Advisory
Idaho
$2.81K -$396 -9 -11%
SO
600
Sierra Ocean
California
$2.43K +$2.81K +64 New

BF.B Hedge Fund Activity: Q4 2024 in Review

635 of the 7,592 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 232 trimmed.

The largest buyer was Bank of America, adding an estimated $57.8M. The largest seller was VanEck Associates, cutting an estimated $148M.

  • 635 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.