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

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
RC
76
RBO & Co
California
$12.7M -$37.5K -835 -0.3%
Stifel Financial
77
Stifel Financial
Missouri
$12.7M +$3.62M +80,446 +46%
Victory Capital Management
78
Victory Capital Management
Texas
$12.3M +$1.25M +27,737 +13%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$12.1M
Principal Financial Group
80
Principal Financial Group
Iowa
$11.4M -$45.4M -1,010,003 -81%
DWA
81
Douglass Winthrop Advisors
New York
$11.1M -$183K -4,070 -2%
Brown Advisory
82
Brown Advisory
Maryland
$10.8M -$409K -9,105 -4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$10.6M +$500K +11,122 +5%
CAM
84
Cresset Asset Management
Illinois
$10.4M +$406K +9,038 +4%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$9.89M +$724K +16,104 +9%
WorldQuant Millennium Advisors
86
WorldQuant Millennium Advisors
New York
$9.38M +$6.67M +148,337 +350%
BST
87
Bath Savings Trust
Maine
$9.38M +$464K +10,311 +6%
IPAM
88
ICICI Prudential Asset Management
India
$9.18M +$4.55M +101,200 +119%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$9.12M -$304K -6,767 -4%
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$8.95M +$2.56M +56,976 +46%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$8.5M +$49.5K +1,100 +0.6%
UIM
92
USS Investment Management
United Kingdom
$8.05M +$1.23M +27,401 +20%
GC
93
Guggenheim Capital
Illinois
$7.76M +$1.57M +35,012 +29%
YCM
94
Yousif Capital Management
Michigan
$7.71M +$570K +12,669 +9%
Aviva
95
Aviva
United Kingdom
$7.67M +$117K +2,591 +2%
AQR Capital Management
96
AQR Capital Management
Connecticut
$7.36M -$6.07M -135,062 -47%
WDA
97
Wendell David Associates
New Hampshire
$7.27M +$901K +20,037 +16%
Ameriprise
98
Ameriprise
Minnesota
$7.02M +$2.89M +64,347 +82%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$6.92M +$51.8K +1,153 +0.8%
RAM
100
RK Asset Management
Michigan
$6.9M +$6.31M +140,274 New

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.