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Brown-Forman Class B

654 hedge funds and large institutions have $10.8B invested in Brown-Forman Class B in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $9.92B → $10.8B (+$839M)

7% more funds holding

Funds holding: 613654 (+41)

7% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 205

2% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.75M

0.13% less ownership

Funds ownership: 49.08%48.95% (-0.13%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
654
Holders Change
+41
Holders Change %
+6.69%
% of All Funds
10.06%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
101
Increased
220
Reduced
205
Closed
49
Calls
$2.79M
Puts
$2.75M
Net Calls
+$44K
Net Calls Change
+$362K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
176
Hendley & Co
Ohio
$3.88M +$168K +2,367 +5%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$3.86M +$9.74K +137 +0.3%
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$3.78M -$14K -197 -0.4%
SC
179
Schulhoff & Co
Ohio
$3.75M -$41.8K -588 -1%
Wellington Management Group
180
Wellington Management Group
Massachusetts
$3.74M -$701K -9,855 -16%
NIM
181
Northeast Investment Management
Massachusetts
$3.73M
SWP
182
Stratos Wealth Partners
Ohio
$3.71M +$7.68K +108 +0.2%
AB
183
Amalgamated Bank
New York
$3.68M +$380K +5,339 +12%
Jane Street
184
Jane Street
New York
$3.67M +$1.93M +27,079 +116%
DnB Asset Management
185
DnB Asset Management
Norway
$3.66M +$186K +2,621 +6%
FIM
186
Fruth Investment Management
Texas
$3.65M +$67.6K +950 +2%
AAM
187
Aureus Asset Management
Massachusetts
$3.6M +$87.9K +1,236 +3%
OPERF
188
Oregon Public Employees Retirement Fund
Oregon
$3.46M -$427K -6,000 -11%
HIMC
189
Heritage Investors Management Corp
Maryland
$3.46M -$152K -2,141 -4%
TCM
190
Tran Capital Management
California
$3.42M -$934K -13,124 -22%
AI
191
Atria Investments
North Carolina
$3.42M +$76.2K +1,071 +2%
JFL
192
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.31M -$224K -3,156 -7%
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
$3.29M +$3.21M +45,115 New
ESCM
194
Echo Street Capital Management
New York
$3.22M +$2.32M +32,665 +283%
GT
195
Glenmede Trust
Pennsylvania
$3.13M -$6.9K -97 -0.2%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$3.13M -$450K -6,322 -13%
Russell Investments Group
197
Russell Investments Group
United Kingdom
$3.11M +$202K +2,846 +7%
EGM
198
Engineers Gate Manager
New York
$3.01M +$2.15M +30,294 +276%
MIM
199
MetLife Investment Management
New Jersey
$2.94M -$63.7K -895 -2%
Osaic Holdings
200
Osaic Holdings
Arizona
$2.94M -$1.45M -20,360 -34%

BF.B Hedge Fund Activity: Q4 2021 in Review

654 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Brown-Forman Class B (BF.B) for Q4 2021, worth a combined $10.8B — up 8.5% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new BF.B positions and 49 closed out — a net gain of 52 holders — while 220 added to existing stakes and 205 trimmed.

The largest buyer was Fundsmith LLP, adding an estimated $73.3M. The largest seller was BBR Partners, exiting entirely with an estimated $118M sold.

  • 654 institutional investors held Brown-Forman Class B (BF.B) as of Q4 2021, up from 613 in Q3 2021.
  • Funds reported $10.8B of Brown-Forman Class B stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 101 funds opened new Brown-Forman Class B positions in Q4 2021 and 49 closed out, a net change of +52 holders.
  • The largest Brown-Forman Class B buyer in Q4 2021 was Fundsmith LLP, an estimated $73.3M added.
  • The largest Brown-Forman Class B seller in Q4 2021 was BBR Partners, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2021.