We are live on ! Find out more
BF.B icon

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
GT
51
Glenview Trust
Kentucky
$22.1M -$1.55M -35,300 -6%
Raymond James Financial
52
Raymond James Financial
Florida
$21.4M +$24.8M +562,761 New
Barclays
53
Barclays
United Kingdom
$20.4M -$4.93M -112,115 -17%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$20.1M -$46.7K -1,062 -0.2%
EBSAM
55
Eubel Brady & Suttman Asset Management
Ohio
$19.8M +$7.88M +179,213 +52%
Swiss National Bank
56
Swiss National Bank
Switzerland
$19.5M -$1.15M -26,100 -5%
CIM
57
Confluence Investment Management
Missouri
$19.2M +$4.41M +100,182 +25%
PI
58
PineBridge Investments
New York
$19.1M +$1.54M +35,073 +7%
SFG
59
Sather Financial Group
Texas
$18.4M +$1.98M +45,023 +10%
AWM
60
Absher Wealth Management
North Carolina
$18.2M +$514K +11,678 +3%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$18.1M +$3.95M +89,758 +23%
MG
62
Markel Group
Virginia
$18M
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$17.4M -$9.77M -222,138 -33%
GWI
64
Grace & White Inc
New York
$16.6M
Cerity Partners
65
Cerity Partners
New York
$16.1M +$2.03M +46,132 +12%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$16M -$1.02M -23,202 -5%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$14.6M -$1.3M -29,500 -7%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$14.6M -$1.65M -37,542 -9%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$14.5M -$412K -9,361 -2%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$14M -$83.6K -1,901 -0.5%
Canada Life
71
Canada Life
Manitoba, Canada
$13.6M +$3.71M +84,236 +31%
MIM
72
Manitou Investment Management
Ontario, Canada
$13.5M +$24.7K +562 +0.2%
ECM
73
ExodusPoint Capital Management
New York
$13.5M +$15.6M +354,437 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$13.4M -$791K -17,994 -5%
Stifel Financial
75
Stifel Financial
Missouri
$13.3M +$4.08M +92,775 +36%

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.