We are live on ! Find out more
BF.B icon

Brown-Forman Class B

612 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, 183 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

34% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 183

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: 586612 (+26)

Holders
612
Holders Change
+26
Holders Change %
+4.44%
% of All Funds
8.79%
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
183
Closed
56
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
176
Peninsula Asset Management
Florida
$2.35M -$55.8K -1,242 -3%
FIM
177
Fruth Investment Management
Texas
$2.35M -$6.03K -134 -0.3%
MIM
178
MetLife Investment Management
New Jersey
$2.34M -$6.92K -154 -0.3%
RG
179
Rathbones Group
United Kingdom
$2.28M -$241K -5,355 -10%
SI
180
Stephens Inc
Arkansas
$2.26M -$13.8K -307 -0.7%
NA
181
NewEdge Advisors
Louisiana
$2.25M +$850K +18,900 +71%
CF
182
Corebridge Financial
Texas
$2.24M -$11.4K -254 -0.6%
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$2.23M +$353K +7,857 +21%
EWA
184
EP Wealth Advisors
California
$2.21M +$6.29K +140 +0.3%
American Century Companies
185
American Century Companies
Missouri
$2.18M +$18.1K +403 +0.9%
LT
186
Legacy Trust
Michigan
$2.14M +$273K +6,061 +16%
SC
187
Schulhoff & Co
Ohio
$2.11M -$4.36K -97 -0.2%
Korea Investment Corp
188
Korea Investment Corp
South Korea
$2.07M -$1.16M -25,900 -38%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$2.01M +$163K +3,629 +10%
HighTower Advisors
190
HighTower Advisors
Illinois
$2M +$102K +2,273 +6%
QT
191
Quantbot Technologies
New York
$1.98M -$2.18M -48,451 -55%
GLA
192
Great Lakes Advisors
Illinois
$1.87M -$128K -2,856 -7%
CNB
193
Czech National Bank
Czech Republic
$1.84M +$145K +3,230 +9%
AB
194
Atlas Brown
Kentucky
$1.8M +$27.5K +612 +2%
MNA
195
Manning & Napier Advisors
New York
$1.76M +$1.61M +35,699 New
LCM
196
LRT Capital Management
Texas
$1.75M -$3.24K -72 -0.2%
AB
197
Amalgamated Bank
New York
$1.75M -$30.3K -673 -2%
DnB Asset Management
198
DnB Asset Management
Norway
$1.74M +$55.8K +1,240 +4%
Creative Planning
199
Creative Planning
Kansas
$1.74M +$328K +7,291 +26%
BCWM
200
Bartlett & Co Wealth Management
Ohio
$1.72M -$67K -1,490 -4%

BF.B Hedge Fund Activity: Q3 2024 in Review

612 of the 6,965 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 183 trimmed.

The largest buyer was VanEck Associates, adding an estimated $200M. The largest seller was Glenview Trust, cutting an estimated $81.1M.

  • 612 institutional investors held Brown-Forman Class B (BF.B) as of Q3 2024, up from 586 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.