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Brown-Forman Class B

612 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Scotia Capital
Ontario, Canada
-$214K -4,951 Closed
NC
652
nVerses Capital
Florida
-$90.7K -2,100 Closed
CBT
653
Central Bank & Trust
Kentucky
-$73.8K -1,710 Closed
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
-$32.2K -716 Closed
Qube Research & Technologies (QRT)
655
Qube Research & Technologies (QRT)
United Kingdom
-$30.4K -704 Closed
TFF
656
The Family Firm
Maryland
-$21.7K -502 Closed
CC
657
Cypress Capital
Tennessee
-$20.3K -469 Closed
BIC
658
Beach Investment Counsel
Pennsylvania
-$17K -400 Closed
HIA
659
Harbor Investment Advisory
Maryland
-$6.61K -153 Closed
FW
660
Fairway Wealth
Ohio
-$4.23K -98 Closed
LI
661
LRI Investments
Florida
-$3.93K -91 Closed
VAG
662
VisionPoint Advisory Group
Texas
-$3.76K -87 Closed
CP
663
Castleview Partners
Texas
-$2.5K -58 Closed
GGI
664
Godsey & Gibb Inc
Virginia
-$1.64K -38 Closed
ATPW
665
Ashton Thomas Private Wealth
Arizona
-$1.04K -24 Closed
UWS
666
Unique Wealth Strategies
Illinois
-$1.03K -20 Closed
FNWA
667
Financial Network Wealth Advisors
Utah
-$325 -8 Closed
AGWCA
668
Annis Gardner Whiting Capital Advisors
Florida
-$303 -7 Closed
OWA
669
Opal Wealth Advisors
New York
-$44 -1 Closed

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.