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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
BTW
126
Boston Trust Walden
Massachusetts
$4.75M +$3.63M +80,625 +505%
BEI
127
Benjamin Edwards Inc
Missouri
$4.55M +$4.16M +92,520 New
GAM
128
Gotham Asset Management
New York
$4.54M +$515K +11,448 +14%
MYAM
129
Meiji Yasuda Asset Management
Japan
$4.54M -$11.1K -247 -0.3%
IMPI
130
Ilmarinen Mutual Pension Insurance
Finland
$4.51M
TD Asset Management
131
TD Asset Management
Ontario, Canada
$4.46M -$715K -15,899 -15%
BA
132
Bridgewater Associates
Connecticut
$4.42M -$1.7M -37,872 -30%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$4.24M -$148K -3,299 -4%
BCCM
134
Black Cypress Capital Management
Florida
$4.23M +$144K +3,205 +4%
SFCM
135
Savoir Faire Capital Management
Connecticut
$4.21M -$2.24M -49,896 -37%
RAM
136
Resona Asset Management
Japan
$4.19M +$544K +12,090 +16%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$4.15M -$4.11M -91,487 -52%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$4.07M -$28.7K -638 -0.8%
OC
139
Oppenheimer & Co
New York
$4.04M -$20K -444 -0.5%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$4.01M +$17.6K +391 +0.5%
DB
141
Danske Bank
Denmark
$3.89M -$76.4K -1,700 -2%
Asset Management One
142
Asset Management One
Japan
$3.88M -$4.23K -94 -0.1%
WAC
143
William Allan Corp
Colorado
$3.85M +$708K +15,753 +25%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$3.74M -$1.89M -42,067 -36%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$3.64M
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$3.63M -$73.5K -1,635 -2%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$3.48M -$186K -4,135 -5%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$3.41M
CM
149
Crestline Management
Texas
$3.31M +$3.03M +67,372 New
RJA
150
Raymond James & Associates
Florida
$3.26M -$715K -15,908 -19%

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.