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Brown-Forman Class B

612 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, 183 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

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

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: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
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
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$6.84M +$2.2K +49 +0%
SA
102
SpiderRock Advisors
Delaware
$6.83M +$4.86K +108 +0.1%
Verition Fund Management
103
Verition Fund Management
Connecticut
$6.76M +$5.51M +122,477 +824%
MCM
104
Mattern Capital Management
Colorado
$6.7M +$119K +2,655 +2%
LCM
105
Landscape Capital Management
New Jersey
$6.49M +$5.93M +131,978 New
HCM
106
Hahn Capital Management
California
$6.35M +$1.33M +29,531 +30%
MMA
107
Mizuho Markets Americas
New York
$6.34M +$128K +2,856 +2%
BIAS
108
Beacon Investment Advisory Services
New Jersey
$6.26M -$2.45M -54,559 -30%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$5.96M +$1.15M +25,533 +27%
MSV
110
MN Services Vermogensbeheer
Netherlands
$5.93M
US Bancorp
111
US Bancorp
Minnesota
$5.77M +$681K +15,156 +15%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.6M -$36.4K -810 -0.7%
TTWM
113
TCV Trust & Wealth Management
Virginia
$5.59M
AF
114
Ally Financial
Michigan
$5.56M
Prudential Financial
115
Prudential Financial
New Jersey
$5.53M +$13.8K +308 +0.3%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.31M +$1.84M +40,855 +61%
SG Americas Securities
117
SG Americas Securities
New York
$5.28M -$297K -6,600 -6%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$5.16M +$687K +15,284 +17%
PL
119
Parthenon LLC
Kentucky
$5.12M -$16K -355 -0.3%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$5.02M +$73.6K +1,636 +2%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$5.01M -$183K -4,066 -4%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$4.99M +$316K +7,033 +7%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$4.84M +$22.5K +500 +0.5%
SYBT
124
Stock Yards Bank & Trust
Kentucky
$4.81M -$151K -3,367 -3%
FAF
125
Fjarde Ap-fonden
Sweden
$4.77M +$4.36M +97,036 New

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 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 183 trimmed.

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

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 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.