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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
HFS
626
Hantz Financial Services
Michigan
$4K
PFA
627
Professional Financial Advisors
Nebraska
$4K
SA
628
SRH Advisors
Kansas
$4K
VCM
629
Versant Capital Management
Arizona
$4K
HS
630
Horan Securities
United States
$4K +$871 +13 +32%
SC
631
Schubert & Co
Texas
$4K +$2.41K +36 +180%
IRC
632
Investors Research Corp
Georgia
$4K +$3.82K +57 New
BTI
633
Blue Trust Inc
Georgia
$4K +$3.89K +58 New
SFG
634
Steward Financial Group
Texas
$4K +$4.09K +61 New
BC
635
Burleson & Co
California
$3K
LWA
636
Lowe Wealth Advisors
Maryland
$3K
CAL
637
Capital Advisors Ltd
Ohio
$3K +$2.48K +37 New
CYG
638
Clean Yield Group
Vermont
$2K
CWM
639
Curi Wealth Management
North Carolina
$2K
FEG
640
Financial Enhancement Group
Indiana
$2K
DI
641
Disciplined Investments
Oklahoma
$2K +$469 +7 +27%
TFM
642
TFC Financial Management
Massachusetts
$1K -$75.4K -1,125 -98%
AF
643
Advisornet Financial
Minnesota
$1K
CWC
644
Carolinas Wealth Consulting
North Carolina
$1K
LIM
645
Longfellow Investment Management
Massachusetts
$1K
MRCM
646
M&R Capital Management
New Jersey
$1K
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K
SC
648
Sierra Capital
Florida
$1K
MCM
649
MV Capital Management
Maryland
$1K +$536 +8 +67%
GKIM
650
GW&K Investment Management
Massachusetts
$1K +$670 +10 New

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.