Brown-Forman Class B
BF.B
586 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.
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: 2 → 3 (+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: 613 → 586 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$199M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$115M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$110M |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$85M |
| 5 |
Goldman Sachs
New York
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$69M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$65.5M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$65.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$50.5M |
| 5 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
-$24.9M |
BF.B Hedge Fund Activity: Q2 2024 in Review
586 of the 6,925 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.
- 586 institutional investors held Brown-Forman Class B (BF.B) as of Q2 2024, down from 613 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.