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Brown-Forman Class B

659 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more funds holding in top 10

Funds holding in top 10: 29 (+7)

244% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.96M

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$453M)

0% more funds holding

Funds holding: 657659 (+2)

0.99% less ownership

Funds ownership: 49.29%48.3% (-0.99%)

Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.1%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.15%
New
55
Increased
238
Reduced
224
Closed
44
Calls
$10.2M
Puts
$2.96M
Net Calls
+$7.2M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Modera Wealth Management
New Jersey
-$210K -3,130 Closed
PAS
677
Park Avenue Securities
New York
-$205K -3,054 Closed
Marshall Wace
678
Marshall Wace
United Kingdom
-$204K -3,051 Closed
PHK
679
Point72 Hong Kong
Hong Kong
-$182K -2,711 Closed
C
680
Covestor
United Kingdom
-$116K -1,725 Closed
Simplex Trading
681
Simplex Trading
Illinois
-$99.3K -1,481 Closed
IAM
682
Infusive Asset Management
New York
-$96K -1,433 Closed
BFC
683
Bedel Financial Consulting
Indiana
-$75K -1,120 Closed
SLWA
684
San Luis Wealth Advisors
California
-$79K -1,085 Closed
FFA
685
Freedman Financial Associates
Massachusetts
-$57K -844 Closed
FAG
686
Fortitude Advisory Group
Washington
-$56K -837 Closed
SOW
687
State of Wyoming
Wyoming
-$29K -434 Closed
SCA
688
Sandy Cove Advisors
Massachusetts
-$27K -400 Closed
SWA
689
SOA Wealth Advisors
New York
-$15.3K -229 -97%
TFO
690
Tarbox Family Office
California
-$13K -201 Closed
T
691
TCWP
Ohio
-$13K -197 Closed
DFCM
692
Dark Forest Capital Management
Puerto Rico
-$10K -157 Closed
JWA
693
JFS Wealth Advisors
Pennsylvania
-$6K -90 Closed
MCC
694
Money Concepts Capital
Florida
-$6K -86 Closed
AP
695
Atwood & Palmer
Missouri
-$4K -60 Closed
CI
696
Cordant Inc
Oregon
-$3K -50 Closed
WTA
697
Washington Trust Advisors
Massachusetts
-$2K -34 Closed
WTC
698
WhitTier Trust Company
Nevada
+$201 +3 New
TWP
699
TFO Wealth Partners
Ohio
+$469 +7 New
Nomura Asset Management
700
Nomura Asset Management
Japan
+$1.65M +24,657 +13%

BF.B Hedge Fund Activity: Q2 2022 in Review

659 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2022, worth a combined $10.5B — up 4.5% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BF.B positions and 44 closed out — a net gain of 11 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.7M. The largest seller was First Trust Advisors, cutting an estimated $170M.

  • 659 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2022, up from 657 in Q1 2022.
  • Funds reported $10.5B of Brown-Forman Class B stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 55 funds opened new Brown-Forman Class B positions in Q2 2022 and 44 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q2 2022 was Morgan Stanley, an estimated $77.7M added.
  • The largest Brown-Forman Class B seller in Q2 2022 was First Trust Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2022.