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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
ZB
601
Zions Bancorporation
Utah
$13K
HNB
602
Huntington National Bank
Ohio
$12K -$2.68K -40 -20%
LFA
603
Level Financial Advisors
New York
$12K
ST
604
Smithfield Trust
Pennsylvania
$12K
CBT
605
Central Bank & Trust
Kentucky
$11K
RG
606
Retirement Group
California
$11K
TCOV
607
Trust Company of Vermont
Vermont
$11K +$10.6K +158 New
BSB
608
Bangor Savings Bank
Maine
$11K +$10.7K +160 New
GWS
609
Glassman Wealth Services
Virginia
$10K +$536 +8 +6%
GWSG
610
GPS Wealth Strategies Group
Colorado
$9K
TWA
611
TCI Wealth Advisors
Arizona
$8K -$1.81K -27 -19%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$8K
HPC
613
HM Payson & Co
Maine
$8K
Loomis, Sayles & Company
614
Loomis, Sayles & Company
Massachusetts
$8K +$4.83K +72 +185%
AA
615
AlphaMark Advisors
Kentucky
$7K
BWA
616
BDO Wealth Advisors
Florida
$7K
EARNEST Partners
617
EARNEST Partners
Georgia
$7K
SWM
618
Selective Wealth Management
Virginia
$7K
JWM
619
Janiczek Wealth Management
Colorado
$6K
LCM
620
Logan Capital Management
Pennsylvania
$6K
RCM
621
Raleigh Capital Management
North Carolina
$6K
CA
622
Crewe Advisors
Utah
$6K +$5.7K +85 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.54K -23 -27%
BWM
624
BerganKDV Wealth Management
Minnesota
$4K
CCA
625
Column Capital Advisors
Indiana
$4K

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.