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Brown-Forman Class B

663 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 244 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $2.52M

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

15% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 212

0.79% more ownership

Funds ownership: 48.3%49.09% (+0.79%)

1% more funds holding

Funds holding: 659663 (+4)

4% less capital invested

Capital invested by funds: $10.5B → $10.1B (-$416M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
663
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
59
Increased
244
Reduced
212
Closed
48
Calls
$8.59M
Puts
$2.52M
Net Calls
+$6.08M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RWML
626
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.53K +$4.95K +68 New
IRC
627
Investors Research Corp
Georgia
$4K
PFA
628
Professional Financial Advisors
Nebraska
$4K
SA
629
SRH Advisors
Kansas
$4K
VCM
630
Versant Capital Management
Arizona
$4K
CAL
631
Capital Advisors Ltd
Ohio
$4K +$1.24K +17 +46%
SFO
632
Standard Family Office
South Dakota
$4K +$4K +55 New
HS
633
Horan Securities
United States
$3K -$945 -13 -24%
CCA
634
Column Capital Advisors
Indiana
$3K
HFS
635
Hantz Financial Services
Michigan
$3K
LWA
636
Lowe Wealth Advisors
Maryland
$3K
MFT
637
Moisand Fitzgerald Tamayo
Florida
$3K +$3.13K +43 New
BA
638
Bellwether Advisors
Nebraska
$3K +$4.36K +60 New
Loomis, Sayles & Company
639
Loomis, Sayles & Company
Massachusetts
$2K -$6.4K -88 -79%
BC
640
Burleson & Co
California
$2K
CYG
641
Clean Yield Group
Vermont
$2K
FEG
642
Financial Enhancement Group
Indiana
$2K
DI
643
Disciplined Investments
Oklahoma
$2K +$73 +1 +3%
MCM
644
MV Capital Management
Maryland
$2K +$655 +9 +45%
SIC
645
SJS Investment Consulting
Ohio
$2K +$1.67K +23 New
CWC
646
Carolinas Wealth Consulting
North Carolina
$1K
EBA
647
Eagle Bay Advisors
New York
$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: Q3 2022 in Review

663 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2022, worth a combined $10.1B — down 3.9% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BF.B positions and 48 closed out — a net gain of 11 holders — while 244 added to existing stakes and 212 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $140M. The largest seller was BlackRock, cutting an estimated $78.3M.

  • 663 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2022, up from 659 in Q2 2022.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 59 funds opened new Brown-Forman Class B positions in Q3 2022 and 48 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q3 2022 was Los Angeles Capital Management, an estimated $140M added.
  • The largest Brown-Forman Class B seller in Q3 2022 was BlackRock, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2022.