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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
FIM
201
Fruth Investment Management
Texas
$1.81M -$4.05K -92 -0.2%
American Century Companies
202
American Century Companies
Missouri
$1.81M +$150K +3,402 +8%
II
203
IFM Investors
Australia
$1.75M -$128K -2,920 -6%
Comerica Bank
204
Comerica Bank
Texas
$1.75M -$220K -5,006 -10%
PAM
205
Peninsula Asset Management
Florida
$1.73M -$99.8K -2,270 -5%
CM
206
Crestline Management
Texas
$1.69M -$1.01M -22,990 -34%
EWA
207
EP Wealth Advisors
California
$1.66M -$54K -1,227 -3%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$1.64M +$100K +2,280 +6%
RG
209
Rathbones Group
United Kingdom
$1.64M -$142K -3,231 -7%
CF
210
Corebridge Financial
Texas
$1.64M -$105K -2,377 -5%
SM
211
Sciencast Management
New Jersey
$1.61M +$1.86M +42,327 New
QCM
212
Qsemble Capital Management
New York
$1.6M +$1.85M +42,014 New
Marshall Wace
213
Marshall Wace
United Kingdom
$1.59M +$1.51M +34,300 +457%
SC
214
Schulhoff & Co
Ohio
$1.58M -$59.7K -1,357 -3%
DnB Asset Management
215
DnB Asset Management
Norway
$1.57M +$257K +5,844 +16%
UM
216
UniSuper Management
Australia
$1.54M +$333K +7,572 +23%
BA
217
Bellwether Advisors
Nebraska
$1.51M +$290K +6,598 +20%
NA
218
NewEdge Advisors
Louisiana
$1.5M -$267K -6,068 -13%
JSC
219
J. Stern & Co
United Kingdom
$1.5M +$610K +13,862 +54%
VF
220
Virtu Financial
New York
$1.5M +$1.56M +35,409 +846%
CNB
221
Czech National Bank
Czech Republic
$1.5M +$94.3K +2,144 +6%
Creative Planning
222
Creative Planning
Kansas
$1.49M +$174K +3,962 +11%
HighTower Advisors
223
HighTower Advisors
Illinois
$1.46M -$96K -2,182 -5%
LCM
224
LRT Capital Management
Texas
$1.46M +$123K +2,796 +8%
BWP
225
Barlow Wealth Partners
Kentucky
$1.46M -$395K -8,972 -17%

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.