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

Brown-Forman Class B

659 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more funds holding in top 10

Funds holding in top 10: 29 (+7)

244% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.96M

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$453M)

0% more funds holding

Funds holding: 657659 (+2)

0.99% less ownership

Funds ownership: 49.29%48.3% (-0.99%)

Holders
659
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.1%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.15%
New
55
Increased
238
Reduced
224
Closed
44
Calls
$10.2M
Puts
$2.96M
Net Calls
+$7.2M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
126
Stock Yards Bank & Trust
Kentucky
$8.61M +$2.2M +32,842 +37%
VanEck Associates
127
VanEck Associates
New York
$8.47M +$5.89M +87,820 +267%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$8.37M +$75.5K +1,127 +1%
Holocene Advisors
129
Holocene Advisors
New York
$8.27M +$304K +4,532 +4%
HighTower Advisors
130
HighTower Advisors
Illinois
$8.04M +$3.14M +46,821 +69%
TTWM
131
TCV Trust & Wealth Management
Virginia
$7.98M
N
132
Natixis
France
$7.79M -$811K -12,103 -10%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$7.75M +$34K +508 +0.5%
RG
134
Rathbones Group
United Kingdom
$7.74M +$1.41K +21 +0%
UIM
135
USS Investment Management
United Kingdom
$7.74M -$316K -4,714 -4%
CIC
136
Crawford Investment Counsel
Georgia
$7.71M +$2.55M +38,080 +53%
RIM
137
Regent Investment Management
Kentucky
$7.62M -$3.82M -56,975 -34%
PL
138
Parthenon LLC
Kentucky
$7.62M -$201K -3,000 -3%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$7.32M +$225K +3,350 +3%
LCM
140
Landscape Capital Management
New Jersey
$7.15M +$4.24M +63,260 +164%
LPL Financial
141
LPL Financial
California
$7.08M +$284K +4,235 +4%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.83M -$283K -4,224 -4%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$6.7M -$179K -2,673 -3%
Adage Capital Partners
144
Adage Capital Partners
Massachusetts
$6.55M -$6.53M -97,500 -51%
WDA
145
Wendell David Associates
New Hampshire
$6.4M +$6.77K +101 +0.1%
Korea Investment Corp
146
Korea Investment Corp
South Korea
$6.34M +$430K +6,422 +8%
Stifel Financial
147
Stifel Financial
Missouri
$6.31M +$223K +3,331 +4%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$6.27M -$19.4K -289 -0.3%
MCM
149
Mattern Capital Management
Colorado
$5.98M +$359K +5,363 +7%
ASRS
150
Arizona State Retirement System
Arizona
$5.96M -$603 -9 -0%

BF.B Hedge Fund Activity: Q2 2022 in Review

659 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2022, worth a combined $10.5B — up 4.5% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BF.B positions and 44 closed out — a net gain of 11 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.7M. The largest seller was First Trust Advisors, cutting an estimated $170M.

  • 659 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2022, up from 657 in Q1 2022.
  • Funds reported $10.5B of Brown-Forman Class B stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 55 funds opened new Brown-Forman Class B positions in Q2 2022 and 44 closed out, a net change of +11 holders.
  • The largest Brown-Forman Class B buyer in Q2 2022 was Morgan Stanley, an estimated $77.7M added.
  • The largest Brown-Forman Class B seller in Q2 2022 was First Trust Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2022.