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Brown-Forman Class B

585 hedge funds and large institutions have $7.5B invested in Brown-Forman Class B in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 218 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $14.7M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.59% more ownership

Funds ownership: 53.6%57.19% (+3.6%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 218

4% less funds holding

Funds holding: 612585 (-27)

11% less capital invested

Capital invested by funds: $8.39B → $7.5B (-$896M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 93

Holders
585
Holders Change
-27
Holders Change %
-4.41%
% of All Funds
8.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
208
Reduced
218
Closed
93
Calls
$28.8M
Puts
$14.7M
Net Calls
+$14M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
151
Korea Investment Corp
South Korea
$2.93M -$3.46M -73,595 -52%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M -$176K -3,742 -5%
Swedbank
153
Swedbank
Sweden
$2.77M -$96.8K -2,060 -3%
WAC
154
William Allan Corp
Colorado
$2.7M +$901K +19,167 +44%
FC
155
FORA Capital
Florida
$2.7M +$896K +19,076 +44%
PP
156
Prudential plc
United Kingdom
$2.56M -$3.92M -83,354 -58%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$2.54M -$2.03M -43,181 -42%
LPL Financial
158
LPL Financial
California
$2.51M +$35.1K +746 +1%
AIM
159
Aigen Investment Management
New York
$2.44M +$1.43M +30,433 +117%
HC
160
Hendley & Co
Ohio
$2.42M -$31.4K -669 -1%
HIC
161
Harvey Investment Company
Kentucky
$2.42M
II
162
IFM Investors
Australia
$2.4M -$285K -6,070 -10%
HA
163
Hamel Associates
New Jersey
$2.38M +$2.59M +55,187 New
NG
164
Northstar Group
New York
$2.34M -$84.1K -1,790 -3%
BWP
165
Barlow Wealth Partners
Kentucky
$2.28M -$563K -11,978 -19%
Russell Investments Group
166
Russell Investments Group
United Kingdom
$2.25M -$2.97M -63,107 -55%
EI
167
Ethic Inc
New York
$2.25M +$52.5K +1,118 +2%
RG
168
Rathbones Group
United Kingdom
$2.23M -$1.5M -31,817 -38%
SOMRS
169
State of Michigan Retirement System
Michigan
$2.21M +$75.2K +1,600 +3%
CWM
170
CIBC World Markets
New York
$2.2M -$162K -3,455 -6%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$2.18M +$476K +10,130 +25%
ASRS
172
Arizona State Retirement System
Arizona
$2.16M -$1.78M -37,941 -43%
EF
173
Empowered Funds
Pennsylvania
$2.14M +$2.11M +44,804 +927%
PAM
174
Peninsula Asset Management
Florida
$2.12M -$54.2K -1,153 -2%
FIM
175
Fruth Investment Management
Texas
$2.07M -$2.35K -50 -0.1%

BF.B Hedge Fund Activity: Q2 2024 in Review

585 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q2 2024, worth a combined $7.5B — down 11% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BF.B and 73 opened new positions — a net loss of 20 holders — while 218 trimmed existing stakes and 208 added.

The largest buyer was VanEck Associates, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $69M.

  • 585 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2024, down from 612 in Q1 2024.
  • Funds reported $7.5B of Brown-Forman Class B stock for Q2 2024, down 11% quarter-over-quarter.
  • 73 funds opened new Brown-Forman Class B positions in Q2 2024 and 93 closed out, a net change of -20 holders.
  • The largest Brown-Forman Class B buyer in Q2 2024 was VanEck Associates, an estimated $199M added.
  • The largest Brown-Forman Class B seller in Q2 2024 was BlackRock, an estimated $69M sold.

Based on aggregated 13F filings for Q2 2024.