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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
HA
151
Hamel Associates
New Jersey
$3.21M +$453K +10,073 +18%
Swedbank
152
Swedbank
Sweden
$3.16M
Russell Investments Group
153
Russell Investments Group
United Kingdom
$3.13M +$540K +12,003 +23%
LPL Financial
154
LPL Financial
California
$3.09M +$207K +4,610 +8%
Osaic Holdings
155
Osaic Holdings
Arizona
$3.08M +$953K +21,198 +51%
Mariner
156
Mariner
Kansas
$3.07M +$920K +20,465 +49%
CWM
157
CIBC World Markets
New York
$3.07M +$515K +11,459 +22%
IIM
158
INTECH Investment Management
Florida
$3M +$1.18M +26,268 +76%
KBC Group
159
KBC Group
Belgium
$2.96M -$18.7M -416,215 -87%
JSW
160
Journey Strategic Wealth
New Jersey
$2.92M +$2.67M +59,271 New
PP
161
Prudential plc
United Kingdom
$2.91M
HC
162
Hendley & Co
Ohio
$2.83M +$66.8K +1,486 +3%
HIC
163
Harvey Investment Company
Kentucky
$2.76M
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$2.7M +$433K +9,620 +21%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$2.7M -$174K -3,875 -7%
Man Group
166
Man Group
United Kingdom
$2.7M +$1.89M +42,097 +331%
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
$2.66M +$2.12M +47,136 +686%
EI
168
Ethic Inc
New York
$2.63M -$50.3K -1,118 -2%
ASRS
169
Arizona State Retirement System
Arizona
$2.57M +$97.6K +2,170 +4%
SOMRS
170
State of Michigan Retirement System
Michigan
$2.56M +$40.5K +900 +2%
NG
171
Northstar Group
New York
$2.52M -$128K -2,836 -5%
Comerica Bank
172
Comerica Bank
Texas
$2.51M +$179K +3,971 +8%
EF
173
Empowered Funds
Pennsylvania
$2.49M +$39.4K +877 +2%
BWP
174
Barlow Wealth Partners
Kentucky
$2.46M
II
175
IFM Investors
Australia
$2.41M -$289K -6,422 -12%

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.