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Brown-Forman Class B

657 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

0% more funds holding

Funds holding: 654657 (+3)

0.33% more ownership

Funds ownership: 48.95%49.29% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

6% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$676M)

63% less call options, than puts

Call options by funds: $1.6M | Put options by funds: $4.32M

Holders
657
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
10.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
220
Reduced
232
Closed
55
Calls
$1.6M
Puts
$4.32M
Net Calls
-$2.71M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
676
Waldron Private Wealth
Pennsylvania
-$294K -4,042 Closed
LA
677
Latitude Advisors
Florida
-$269K -3,699 Closed
YIH
678
Y-Intercept (HK)
Hong Kong
-$264K -3,622 Closed
APA
679
Astoria Portfolio Advisors
New York
-$235K -3,229 Closed
KeyBank National Association
680
KeyBank National Association
Ohio
-$233K -3,193 Closed
IC
681
IEQ Capital
California
-$232K -3,185 Closed
IRF
682
IBM Retirement Fund
New York
-$221K -3,030 Closed
PP
683
Palladium Partners
Virginia
-$215K -2,953 Closed
SWM
684
Sculati Wealth Management
Michigan
-$215K -2,947 Closed
PA
685
Profund Advisors
Maryland
-$212K -2,914 Closed
EIA
686
Eldridge Investment Advisors
New Hampshire
-$208K -2,850 Closed
JIC
687
Johnson Investment Counsel
Ohio
-$204K -2,806 Closed
CA
688
Cornerstone Advisory
Maryland
-$203K -2,785 Closed
BA
689
Bluesphere Advisors
Pennsylvania
-$200K -2,750 Closed
APP
690
Alpha Paradigm Partners
Illinois
-$192K -2,641 Closed
GA
691
GraniteShares Advisors
New York
-$168K -2,309 Closed
Federated Hermes
692
Federated Hermes
Pennsylvania
-$109K -1,497 Closed
ACM
693
Aquatic Capital Management
Illinois
-$44K -600 Closed
BAM
694
Barrett Asset Management
New York
-$40K -545 Closed
AWA
695
Artemis Wealth Advisors
New York
-$39.6K -543 Closed
GLLW
696
Graves Light Lenhart Wealth
Virginia
-$26K -352 Closed
TCOV
697
Trust Company of Vermont
Vermont
-$12K -158 Closed
AP
698
Arlington Partners
Alabama
-$8K -112 Closed
CSWM
699
Cassady Schiller Wealth Management
Ohio
-$7K -96 Closed
LWA
700
Lenox Wealth Advisors
New York
-$6K -83 Closed

BF.B Hedge Fund Activity: Q1 2022 in Review

657 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q1 2022, worth a combined $10.1B — down 6.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BF.B positions and 55 closed out — a net gain of 11 holders — while 220 added to existing stakes and 232 trimmed.

The largest buyer was Fundsmith Investment Services, opening a new position worth an estimated $255M. The largest seller was Fundsmith LLP, cutting an estimated $244M.

  • 657 institutional investors held Brown-Forman Class B (BF.B) as of Q1 2022, up from 654 in Q4 2021.
  • Funds reported $10.1B of Brown-Forman Class B stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 66 funds opened new Brown-Forman Class B positions in Q1 2022 and 55 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q1 2022 was Fundsmith Investment Services, an estimated $255M added.
  • The largest Brown-Forman Class B seller in Q1 2022 was Fundsmith LLP, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2022.