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Brown-Forman Class B

636 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, 233 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: 612636 (+24)

0.8% less ownership

Funds ownership: 61.71%60.91% (-0.8%)

17% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 233

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
636
Holders Change
+24
Holders Change %
+3.92%
% of All Funds
8.38%
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
233
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
RWM
676
Revisor Wealth Management
Ohio
-$267K -5,434 Closed
SFA
677
Sequoia Financial Advisors
Ohio
-$261K -5,296 Closed
CAMG
678
CWA Asset Management Group
Florida
-$258K -5,239 Closed
MMA
679
Miracle Mile Advisors
California
-$257K -5,228 Closed
FRA
680
Frank Rimerman Advisors
California
-$257K -5,215 Closed
ESBC
681
E.S. Barr & Co
Kentucky
-$256K -5,200 Closed
Wolverine Trading
682
Wolverine Trading
Illinois
-$219K -4,984 Closed
Squarepoint
683
Squarepoint
New York
-$243K -4,936 Closed
GIP
684
Greatmark Investment Partners
Georgia
-$240K -4,875 Closed
SMH
685
Sanders Morris Harris
Texas
-$239K -4,864 Closed
SFI
686
Siemens Fonds Invest
Germany
-$229K -4,652 Closed
OSAM
687
O'Shaughnessy Asset Management
Connecticut
-$225K -4,629 Closed
STA
688
Summit Trail Advisors
New York
-$226K -4,581 Closed
BWP
689
BSW Wealth Partners
Colorado
-$225K -4,566 Closed
RWP
690
Ridgecrest Wealth Partners
California
-$223K -4,530 Closed
GSC
691
Ground Swell Capital
South Carolina
-$222K -4,511 Closed
ACIM
692
Azimuth Capital Investment Management
Michigan
-$221K -4,500 Closed
FIA
693
Foundations Investment Advisors
Arizona
-$218K -4,439 Closed
FA
694
Faithward Advisors
Pennsylvania
-$217K -4,420 Closed
CIA
695
Concurrent Investment Advisors
Florida
-$216K -4,397 Closed
SWM
696
SeaCrest Wealth Management
New York
-$215K -4,374 Closed
CPIA
697
Cornell Pochily Investment Advisors
New York
-$210K -4,275 Closed
WIA
698
Westbourne Investment Advisors
Maryland
-$207K -4,217 Closed
SFSG
699
Sound Financial Strategies Group
Mississippi
-$206K -4,177 Closed
DFCM
700
Dark Forest Capital Management
Puerto Rico
-$205K -4,157 Closed

BF.B Hedge Fund Activity: Q4 2024 in Review

636 of the 7,593 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 233 trimmed.

The largest buyer was Bank of America, adding an estimated $57.8M. The largest seller was VanEck Associates, cutting an estimated $148M.

  • 636 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2024, up from 612 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.