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Brown-Forman Class B

636 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, 233 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: 612636 (+24)

0.8% less ownership

Funds ownership: 61.71%60.91% (-0.8%)

17% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 233

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
636
Holders Change
+24
Holders Change %
+3.92%
% of All Funds
8.38%
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
233
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
BCCM
126
Black Cypress Capital Management
Florida
$4.16M +$1.23M +27,927 +34%
AG
127
Amiral Gestion
France
$3.98M +$4.61M +104,797 New
PL
128
Parthenon LLC
Kentucky
$3.95M -$2.73K -62 -0.1%
Prudential Financial
129
Prudential Financial
New Jersey
$3.95M -$376K -8,556 -8%
US Bancorp
130
US Bancorp
Minnesota
$3.92M -$613K -13,937 -12%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$3.9M -$10.4M -236,321 -70%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$3.8M -$53.8K -1,223 -1%
BTW
133
Boston Trust Walden
Massachusetts
$3.75M +$97.6K +2,220 +2%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$3.7M +$493K +11,198 +13%
LPL Financial
135
LPL Financial
California
$3.67M +$1.49M +33,811 +54%
UIM
136
USS Investment Management
United Kingdom
$3.66M -$2.97M -67,503 -41%
Pictet Asset Management
137
Pictet Asset Management
Switzerland
$3.65M -$255K -5,791 -6%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$3.63M -$120K -2,719 -3%
MYAM
139
Meiji Yasuda Asset Management
Japan
$3.52M +$20.8K +472 +0.5%
SYBT
140
Stock Yards Bank & Trust
Kentucky
$3.49M -$251K -5,703 -6%
IMPI
141
Ilmarinen Mutual Pension Insurance
Finland
$3.48M
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$3.43M -$512K -11,649 -11%
RAM
143
Resona Asset Management
Japan
$3.38M +$106K +2,407 +3%
CSS
144
Cubist Systematic Strategies
Connecticut
$3.36M +$3.89M +88,445 New
DB
145
Danske Bank
Denmark
$3.27M +$312K +7,100 +9%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$3.26M -$1.55M -35,339 -29%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$3.19M -$926K -21,046 -20%
OC
148
Oppenheimer & Co
New York
$3.16M +$43.5K +990 +1%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$3.15M +$2.42K +55 +0.1%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$3.12M +$21.9K +499 +0.6%

BF.B Hedge Fund Activity: Q4 2024 in Review

636 of the 7,593 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 233 trimmed.

The largest buyer was Bank of America, adding an estimated $57.8M. The largest seller was VanEck Associates, cutting an estimated $148M.

  • 636 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.