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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
ZB
601
Zions Bancorporation
Utah
$13K +$1.2K +18 +11%
T
602
TCWP
Ohio
$13K +$13.1K +197 New
WPA
603
West Paces Advisors
Georgia
$12.5K
LFA
604
Level Financial Advisors
New York
$12K
ST
605
Smithfield Trust
Pennsylvania
$11K
RG
606
Retirement Group
California
$11K +$10.7K +161 New
TWA
607
TCI Wealth Advisors
Arizona
$10K -$3.2K -48 -25%
CBT
608
Central Bank & Trust
Kentucky
$10K
HIA
609
Harbor Investment Advisory
Maryland
$10K
DFCM
610
Dark Forest Capital Management
Puerto Rico
$10K +$799 +12 +8%
GWS
611
Glassman Wealth Services
Virginia
$9K +$1.53K +23 +22%
GWSG
612
GPS Wealth Strategies Group
Colorado
$8K
HPC
613
HM Payson & Co
Maine
$8K
AA
614
AlphaMark Advisors
Kentucky
$7K
BWA
615
BDO Wealth Advisors
Florida
$7K
EARNEST Partners
616
EARNEST Partners
Georgia
$7K
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$7K
SWM
618
Selective Wealth Management
Virginia
$7K
LCM
619
Logan Capital Management
Pennsylvania
$6K
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$6K +$732 +11 +15%
JWM
621
Janiczek Wealth Management
Colorado
$6K +$2.6K +39 +87%
JWA
622
JFS Wealth Advisors
Pennsylvania
$6K +$3.86K +58 +181%
RCM
623
Raleigh Capital Management
North Carolina
$6K +$5.66K +85 New
MCC
624
Money Concepts Capital
Florida
$6K +$5.73K +86 New
SSG
625
Summit Securities Group
New York
$5K +$4.99K +75 New

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.