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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
GFPC
626
Global Financial Private Client
Florida
$266 +$308 +7 New
WTC
627
WhitTier Trust Company
Nevada
$265
PWA
628
Principia Wealth Advisory
Texas
$228 +$264 +6 New
WW
629
Winnow Wealth
Texas
$192 +$264 +6 New
WCM
630
WealthTrak Capital Management
Virginia
$190 +$220 +5 New
RS
631
Rakuten Securities
Japan
$152
ANBT
632
American National Bank & Trust
Texas
$76
WA
633
WestEnd Advisors
North Carolina
$76
AWM
634
Activest Wealth Management
Florida
$38 +$44 +1 New
PWM
635
Parkworth Wealth Management
California
$38 +$44 +1 New
OP
636
ORG Partners
Indiana
$34
SIMG
637
Stephens Investment Management Group
Texas
-$14M -285,103 Closed
LCM
638
Landscape Capital Management
New Jersey
-$6.49M -131,978 Closed
SI
639
Stephens Inc
Arkansas
-$2.26M -45,971 Closed
LT
640
Legacy Trust
Michigan
-$2.14M -43,576 Closed
IAM
641
Infusive Asset Management
New York
-$1.68M -34,084 Closed
PAM
642
Panagora Asset Management
Massachusetts
-$989K -20,099 Closed
NRD
643
Nebula Research & Development
New York
-$884K -17,960 Closed
CB
644
Commerce Bank
Missouri
-$865K -17,578 Closed
GIA
645
Gateway Investment Advisers
Ohio
-$772K -15,693 Closed
OTL
646
Oak Thistle LLC
New York
-$767K -15,593 Closed
AFT
647
Alpha Family Trust
California
-$708K -14,400 Closed
Balyasny Asset Management
648
Balyasny Asset Management
Illinois
-$694K -14,096 Closed
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
-$689K -14,000 Closed
LP
650
LMR Partners
United Kingdom
-$612K -12,443 Closed

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.