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Brown-Forman Class B

611 hedge funds and large institutions have $9.18B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 245 increasing their positions, 182 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

35% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 182

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $7.5B → $9.18B (+$1.68B)

4.52% more ownership

Funds ownership: 57.19%61.71% (+4.5%)

4% more funds holding

Funds holding: 585611 (+26)

Holders
611
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
245
Reduced
182
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PineBridge Investments
New York
$23M -$235K -5,236 -1%
SI
52
Scout Investments
Missouri
$23M +$6.28M +139,769 +41%
AWM
53
Absher Wealth Management
North Carolina
$23M -$3M -66,616 -12%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$21.8M +$207K +4,611 +1%
SFG
55
Sather Financial Group
Texas
$21.6M +$4.41M +98,082 +29%
AllianceBernstein
56
AllianceBernstein
Tennessee
$21.6M +$54K +1,202 +0.3%
GWI
57
Grace & White Inc
New York
$21.5M +$601K +13,375 +3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$20.7M -$1.09M -24,301 -5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$20.3M +$612K +13,600 +3%
CIM
60
Confluence Investment Management
Missouri
$20M +$18.3M +406,079 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$19.2M -$1.28M -28,534 -7%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$19.1M +$278K +6,181 +2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$19M +$262K +5,830 +2%
N
64
Nuveen
North Carolina
$18.7M -$710K -15,798 -4%
Cerity Partners
65
Cerity Partners
New York
$18.4M -$107K -2,390 -0.6%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$17.9M +$2.15M +47,840 +15%
MIM
67
Manitou Investment Management
Ontario, Canada
$17.5M +$3.2M +71,098 +25%
EBSAM
68
Eubel Brady & Suttman Asset Management
Ohio
$16.9M +$15.4M +343,155 New
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$16.7M -$10.9M -243,393 -42%
Citigroup
70
Citigroup
New York
$16.6M -$519K -11,543 -3%
UBS Group
71
UBS Group
Switzerland
$16.5M +$1.77M +39,315 +13%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$15.5M +$235K +5,227 +2%
SEI Investments
73
SEI Investments
Pennsylvania
$14.1M +$474K +10,550 +4%
SIMG
74
Stephens Investment Management Group
Texas
$14M +$828K +18,407 +7%
Canada Life
75
Canada Life
Manitoba, Canada
$13.5M -$324K -7,202 -3%

BF.B Hedge Fund Activity: Q3 2024 in Review

611 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q3 2024, worth a combined $9.18B — up 22% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BF.B positions and 56 closed out — a net gain of 31 holders — while 245 added to existing stakes and 182 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 611 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 585 in Q2 2024.
  • Funds reported $9.18B of Brown-Forman Class B stock for Q3 2024, up 22% quarter-over-quarter.
  • 87 funds opened new Brown-Forman Class B positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Brown-Forman Class B buyer in Q3 2024 was VanEck Associates, an estimated $200M added.
  • The largest Brown-Forman Class B seller in Q3 2024 was Glenview Trust, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2024.