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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: 612635 (+23)

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
+23
Holders Change %
+3.76%
% 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
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$6.46M -$119K -2,700 -2%
QT
102
Quantbot Technologies
New York
$6.43M +$5.67M +128,985 +320%
Holocene Advisors
103
Holocene Advisors
New York
$6.2M +$7.18M +163,143 New
APG Asset Management
104
APG Asset Management
Netherlands
$6.18M +$7.42M +168,600 New
BEI
105
Benjamin Edwards Inc
Missouri
$6.08M +$2.97M +67,516 +73%
MCM
106
Mattern Capital Management
Colorado
$6M +$954K +21,680 +16%
Aviva
107
Aviva
United Kingdom
$5.83M -$103K -2,349 -2%
Ameriprise
108
Ameriprise
Minnesota
$5.72M +$340K +7,741 +5%
HCM
109
Hillman Capital Management
Maryland
$5.55M +$6.43M +146,173 New
WDA
110
Wendell David Associates
New Hampshire
$5.51M -$123K -2,805 -2%
Voloridge Investment Management
111
Voloridge Investment Management
Florida
$5.47M +$6.33M +143,978 New
SSA
112
Schonfeld Strategic Advisors
New York
$5.31M +$5.5M +125,157 +851%
WT
113
Whittier Trust
California
$5.28M
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$5.22M -$137K -3,119 -2%
RAM
115
RK Asset Management
Michigan
$5.19M -$164K -3,722 -3%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$4.9M +$1.96M +44,668 +53%
YCM
117
Yousif Capital Management
Michigan
$4.89M -$1.23M -27,922 -18%
IMRF
118
Illinois Municipal Retirement Fund
Illinois
$4.73M -$2.52M -57,270 -31%
JF
119
Jump Financial
Illinois
$4.67M +$5.13M +116,715 +1,854%
HF
120
HRT Financial
New York
$4.64M +$4.27M +97,105 +389%
MSV
121
MN Services Vermogensbeheer
Netherlands
$4.58M
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.34M +$17.7K +403 +0.4%
TTWM
123
TCV Trust & Wealth Management
Virginia
$4.32M
AF
124
Ally Financial
Michigan
$4.29M
SFCM
125
Savoir Faire Capital Management
Connecticut
$4.29M +$1.21M +27,449 +32%

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 612 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.