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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
AP
626
Atwood & Palmer
Missouri
$4K
SA
627
SRH Advisors
Kansas
$4K
VCM
628
Versant Capital Management
Arizona
$4K
PFA
629
Professional Financial Advisors
Nebraska
$4K +$4.06K +61 New
BWM
630
BerganKDV Wealth Management
Minnesota
$3K
CCA
631
Column Capital Advisors
Indiana
$3K
HS
632
Horan Securities
United States
$3K
LWA
633
Lowe Wealth Advisors
Maryland
$3K
HFS
634
Hantz Financial Services
Michigan
$3K +$932 +14 +38%
Loomis, Sayles & Company
635
Loomis, Sayles & Company
Massachusetts
$3K +$2.6K +39 New
CI
636
Cordant Inc
Oregon
$3K +$3.33K +50 New
IA
637
IndexIQ Advisors
New York
$3K +$3.33K +50 New
WTA
638
Washington Trust Advisors
Massachusetts
$2K -$2.6K -39 -53%
BC
639
Burleson & Co
California
$2K
CYG
640
Clean Yield Group
Vermont
$2K
DI
641
Disciplined Investments
Oklahoma
$2K +$1.73K +26 New
FEG
642
Financial Enhancement Group
Indiana
$2K +$2.2K +33 New
MCM
643
MV Capital Management
Maryland
$1K -$1.73K -26 -68%
CWC
644
Carolinas Wealth Consulting
North Carolina
$1K -$133 -2 -11%
LIM
645
Longfellow Investment Management
Massachusetts
$1K -$67 -1 -13%
CWM
646
Curi Wealth Management
North Carolina
$1K
DHGWA
647
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K
MRCM
648
M&R Capital Management
New Jersey
$1K
PWMG
649
Prestige Wealth Management Group
New Jersey
$1K
SC
650
Sierra Capital
Florida
$1K

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.