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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
N
701
Natixis
France
-$175K -3,564 Closed
QL
702
Quarry LP
New York
-$95K -1,931 Closed
BWP
703
Baldwin Wealth Partners
Massachusetts
-$76.8K -1,560 Closed
NS
704
NBC Securities
Alabama
-$75K -1,537 Closed
PP
705
Paloma Partners
Connecticut
-$53.4K -1,086 Closed
NRC
706
New Republic Capital
North Carolina
-$46.4K -939 Closed
SIM
707
Sentry Investment Management
Wisconsin
-$42K -860 Closed
Loomis, Sayles & Company
708
Loomis, Sayles & Company
Massachusetts
-$31K -624 Closed
CH
709
Cromwell Holdings
Wyoming
-$25.4K -517 Closed
IFS
710
Intelligent Financial Strategies
Minnesota
-$25.3K -512 Closed
HB
711
Horizon Bancorp
Indiana
-$25K -507 Closed
CCA
712
Catalyst Capital Advisors
New York
-$18.6K -379 Closed
AF
713
Advisornet Financial
Minnesota
-$16K -325 Closed
ZB
714
Zions Bancorporation
Utah
-$4.67K -95 Closed
ATS
715
Ashton Thomas Securities
New York
-$2.31K -47 Closed
AWM
716
Abound Wealth Management
Tennessee
-$1.87K -38 Closed
MIA
717
MeadowBrook Investment Advisors
Michigan
-$1.18K -24 Closed
JPWM
718
Jamison Private Wealth Management
Georgia
-$1.01K -21 Closed
WWM
719
Wolff Wiese Magana
California
-$984 -20 Closed
CTC
720
Central Trust Company
Missouri
-$542 -11 Closed
CA
721
Claris Advisors
Missouri
-$443 -9 Closed
VAMG
722
Voisard Asset Management Group
Michigan
-$394 -8 Closed
FG
723
Fairman Group
Pennsylvania
-$297 -6 Closed
CAM
724
Creekmur Asset Management
Illinois
-$98 -2 Closed
SIC
725
SJS Investment Consulting
Ohio
-$50 -1 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.