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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
LMKC
651
L.M. Kohn & Company
Ohio
-$594K -12,066 Closed
PCS
652
Private Client Services
Kentucky
-$561K -11,398 Closed
IAS
653
Insigneo Advisory Services
Florida
-$558K -11,336 Closed
LOAMU
654
Lombard Odier Asset Management (USA)
New York
-$489K -9,946 Closed
SPC
655
Sigma Planning Corp
Michigan
-$481K -9,768 Closed
KNW
656
Kesler Norman & Wride
Utah
-$419K -8,507 Closed
KWA
657
Kingswood Wealth Advisors
California
-$362K -7,369 Closed
JIC
658
Joel Isaacson & Co
New York
-$351K -7,125 Closed
YIH
659
Y-Intercept (HK)
Hong Kong
-$340K -6,916 Closed
CG
660
Caprock Group
Idaho
-$341K -6,888 Closed
BP
661
Ballentine Partners
Massachusetts
-$335K -6,811 Closed
MPM
662
MBB Public Markets
Illinois
-$332K -6,750 Closed
IMCOOI
663
Investment Management Corp of Ontario (IMCO)
Canada
-$297K -6,034 Closed
OAM
664
Oppenheimer Asset Management
New York
-$296K -6,019 Closed
RCA
665
Resonant Capital Advisors
Wisconsin
-$295K -5,971 Closed
RMDI
666
R.M. Davis Inc
Maine
-$288K -5,850 Closed
CHP
667
Cable Hill Partners
Oregon
-$289K -5,838 Closed
GT
668
Greenleaf Trust
Michigan
-$286K -5,812 Closed
BBVA
669
Banco Bilbao Vizcaya Argentaria
Spain
-$281K -5,715 Closed
PWM
670
Perigon Wealth Management
California
-$278K -5,650 Closed
BFM
671
Boothbay Fund Management
New York
-$277K -5,625 Closed
CI
672
CX Institutional
Indiana
-$276K -5,612 Closed
GS
673
GTS Securities
New York
-$275K -5,585 Closed
SAM
674
Strategy Asset Managers
California
-$270K -5,494 Closed
RWM
675
Revisor Wealth Management
Ohio
-$267K -5,434 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.