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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$3.09M +$233K +5,289 +7%
Asset Management One
152
Asset Management One
Japan
$3.08M +$21.7K +494 +0.6%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$3.01M -$576K -13,090 -14%
WAC
154
William Allan Corp
Colorado
$2.98M +$8.75K +199 +0.3%
TC
155
TwinBeech Capital
New York
$2.96M +$3.42M +77,824 New
HC
156
Hendley & Co
Ohio
$2.94M +$878K +19,952 +35%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$2.89M +$91.9K +2,089 +3%
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$2.79M +$3.23M +73,427 New
BCM
159
Bayesian Capital Management
New York
$2.76M +$3.19M +72,600 New
CWM
160
CIBC World Markets
New York
$2.71M +$398K +9,052 +15%
ACM
161
Aquatic Capital Management
Illinois
$2.7M +$3.12M +70,984 New
BIAS
162
Beacon Investment Advisory Services
New Jersey
$2.69M -$2.48M -56,289 -44%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$2.65M +$252K +5,737 +9%
PD
164
Point72 (DIFC)
United Arab Emirates
$2.64M +$3.06M +69,597 New
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$2.63M
AQR Capital Management
166
AQR Capital Management
Connecticut
$2.55M -$3.64M -82,817 -55%
Osaic Holdings
167
Osaic Holdings
Arizona
$2.54M +$231K +5,242 +8%
Wealthfront Advisers
168
Wealthfront Advisers
California
$2.53M +$2.28M +51,755 +348%
CFGW
169
Chancellor Financial Group WB
Pennsylvania
$2.5M +$2.89M +65,731 New
EF
170
Empowered Funds
Pennsylvania
$2.45M +$621K +14,115 +28%
Swedbank
171
Swedbank
Sweden
$2.44M
Aberdeen Group
172
Aberdeen Group
United Kingdom
$2.42M -$323K -7,336 -10%
EI
173
Ethic Inc
New York
$2.41M +$553K +12,565 +25%
MWA
174
Medallion Wealth Advisors
Connecticut
$2.41M +$3.12M +70,866 New
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$2.37M -$500K -11,372 -15%

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.