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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
Truist Financial
201
Truist Financial
North Carolina
$1.71M +$56.4K +1,255 +4%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.68M +$26.3K +586 +2%
IAM
203
Infusive Asset Management
New York
$1.68M
VPIM
204
Vanguard Personalized Indexing Management
California
$1.64M +$756K +16,818 +102%
Janus Henderson Group
205
Janus Henderson Group
United Kingdom
$1.63M
BCI
206
Brinker Capital Investments
Pennsylvania
$1.63M -$161K -3,577 -10%
OPS
207
Orion Portfolio Solutions
Nebraska
$1.63M -$161K -3,577 -10%
UM
208
UniSuper Management
Australia
$1.63M +$111K +2,478 +8%
BA
209
Bellwether Advisors
Nebraska
$1.63M +$1.49M +33,042 New
TCM
210
Teza Capital Management
Illinois
$1.61M -$626K -13,932 -30%
CCM
211
Chickasaw Capital Management
Tennessee
$1.61M +$5.17K +115 +0.4%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$1.59M +$441K +9,804 +44%
SAM
213
Storebrand Asset Management
Norway
$1.56M -$127K -2,821 -8%
QCM
214
Quantinno Capital Management
New York
$1.56M +$1.13M +25,132 +384%
WJWM
215
Williams Jones Wealth Management
New York
$1.54M -$6.03K -134 -0.4%
UCFA
216
United Capital Financial Advisors
Texas
$1.54M +$722K +16,047 +105%
OAM
217
Ostrum Asset Management
France
$1.53M +$17K +378 +1%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$1.51M -$5.08K -113 -0.4%
Corient Private Wealth
219
Corient Private Wealth
Florida
$1.5M +$145K +3,227 +12%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.49M -$202K -4,483 -13%
VIG
221
Vienna Insurance Group
Poland
$1.49M +$166K +3,700 +14%
EP
222
Edgestream Partners
New Jersey
$1.46M -$2.44M -54,262 -65%
PAG
223
Private Advisor Group
New Jersey
$1.45M +$55.3K +1,229 +4%
JWCA
224
J.W. Cole Advisors
Florida
$1.44M -$118K -2,630 -8%
NIM
225
Northeast Investment Management
Massachusetts
$1.44M -$373K -8,294 -22%

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.