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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: 611635 (+24)

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
+24
Holders Change %
+3.93%
% 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
WA
601
WPG Advisers
Maryland
$2.35K +$2.73K +62 New
NWWA
602
New Wave Wealth Advisors
Arkansas
$2.21K +$2.55K +58 New
IRC
603
Investors Research Corp
Georgia
$2.17K
SA
604
SRH Advisors
Kansas
$2.09K
MCM
605
Manchester Capital Management
Vermont
$2.05K -$2.15K -49 -48%
HFS
606
Hantz Financial Services
Michigan
$2K
GKIM
607
GW&K Investment Management
Massachusetts
$2K +$1.63K +37 +148%
MSG
608
Main Street Group
Virginia
$1.9K
BWL
609
Bogart Wealth LLC
Virginia
$1.9K +$2.2K +50 New
DF
610
Dunhill Financial
United Kingdom
$1.82K +$396 +9 +23%
AFG
611
Albion Financial Group
Utah
$1.79K +$2.07K +47 New
GBT
612
Grove Bank & Trust
Florida
$1.75K +$2.02K +46 New
T
613
Transce3nd
Texas
$1.37K +$1.58K +36 New
PPA
614
Painted Porch Advisors
California
$1.06K +$1.23K +28 New
AW
615
Avion Wealth
Texas
$1K +$1.01K +23 +105%
PIM
616
Plato Investment Management
Australia
$991
GIA
617
GHP Investment Advisors
Colorado
$988
PFA
618
Pillar Financial Advisors
Kentucky
$950 +$1.1K +25 New
GA
619
GoalVest Advisory
New York
$836 +$968 +22 New
LIM
620
Longfellow Investment Management
Massachusetts
$770
BFPW
621
BOK Financial Private Wealth
Colorado
$421 +$484 +11 New
DPW
622
DiNuzzo Private Wealth
Pennsylvania
$418 -$396 -9 -45%
NL
623
NVWM LLC
Pennsylvania
$380
CPG
624
Cornerstone Planning Group
New Jersey
$345 +$440 +10 New
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$266 +$308 +7 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 611 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.