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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
NIC
601
Northwest Investment Counselors
Oregon
$492 +$450 +10 New
NL
602
NVWM LLC
Pennsylvania
$492 +$450 +10 New
CA
603
Claris Advisors
Missouri
$443 +$405 +9 New
VAMG
604
Voisard Asset Management Group
Michigan
$394 +$360 +8 New
WTC
605
WhitTier Trust Company
Nevada
$344 +$315 +7 New
FG
606
Fairman Group
Pennsylvania
$297
RS
607
Rakuten Securities
Japan
$197
ANBT
608
American National Bank & Trust
Texas
$98
CAM
609
Creekmur Asset Management
Illinois
$98
WA
610
WestEnd Advisors
North Carolina
$98 +$45 +1 +100%
SIC
611
SJS Investment Consulting
Ohio
$50 -$674 -15 -94%
OP
612
ORG Partners
Indiana
$45 -$6.38K -142 Closed
DWM
613
Dogwood Wealth Management
Kansas
$2
APG Asset Management
614
APG Asset Management
Netherlands
-$38.4M -952,112 Closed
Voloridge Investment Management
615
Voloridge Investment Management
Florida
-$21.5M -497,562 Closed
MGP
616
M&G plc
United Kingdom
-$8.7M -202,306 Closed
GF
617
Gabelli Funds
New York
-$6.36M -147,250 Closed
Jane Street
618
Jane Street
New York
-$6.01M -133,720 Closed
ECM
619
ExodusPoint Capital Management
New York
-$3.57M -82,652 Closed
Arrowstreet Capital
620
Arrowstreet Capital
Massachusetts
-$3.03M -70,144 Closed
FC
621
FORA Capital
Florida
-$2.7M -62,431 Closed
SM
622
Sciencast Management
New Jersey
-$1.51M -35,024 Closed
LAM
623
LECAP Asset Management
United Kingdom
-$1.5M -34,745 Closed
Two Sigma Investments
624
Two Sigma Investments
New York
-$1.48M -34,179 Closed
XT
625
XTX Topco
Cayman Islands
-$1.44M -33,342 Closed

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.