Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brown Forman Corp (BF/A)

206 + Investors. Track Smart Money conviction in BF/A. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — BF/A

Based on 209 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BF/A than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
209 hedge funds hold BF/A right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BF/A is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

104 buying97 selling
Last quarter: 104 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 38 → 34 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
129 out of 209 hedge funds have held BF/A for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

30 → 24 → 38 → 34 → 36 new funds/Q
New funds entering each quarter: 24 → 38 → 34 → 36. A growing number of institutions are discovering BF/A each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 23% newcomers

■ 69% veterans ■ 8% 1-2yr ■ 23% new
Entry-cohort mix of 213 holders: 146 (69%) are 2+ year veterans, 18 entered 1–2 years ago, and 49 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
40 of 208 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BF/A

In 2026 Q1, 104 hedge funds were net buyers of BF/A (36 opened a new position, 68 added to an existing one), while 97 reduced or exited (66 trimmed, 31 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in BF/A is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 209.

Hedge Fund Ownership: BF/A

How many hedge funds hold BF/A — quarterly history vs. share price
Quarterly hedge fund ownership of BF/A vs. share price

Market Analysis: BF/A

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BF/A

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BF/A
2026 Q2 Stats Unlock in 3 days 206 + Investors

Track Smart Money conviction in BF/A. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 206 204 0.98%
13F Shares 18M 18M 1.84%
Total Value $487M $475M 2.55%
New Positions 35 34 +1
Increased Positions 67 53 +14
Closed Positions 33 25 +8
Reduced Positions 64 75 -11
Total Calls 3 1 200.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: BF/A

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Institutional Holders (2026 Q2)

206 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BF/A. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BF/A holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kessler Investment Group, LLC 2.55% 218,128 $6.0M
2 Slotnik Capital, LLC 2.36% 333,689 $9.1M
3 Lindsell Train Ltd 2.22% 2,134,789 $58.4M
4 Gardner Russo & Quinn LLC 0.49% 1,597,815 $43.7M
5 Grace & White Inc /Ny 0.48% 110,355 $3.0M
6 Schulhoff & Co Inc 0.35% 32,250 $882K
7 Kennon-Green & Company, LLC 0.35% 16,394 $449K
8 Bronte Capital Management Pty Ltd. 0.28% 95,365 $2.6M
9 Glenview Trust Co 0.22% 502,966 $13.8M
10 Aristides Capital LLC 0.22% 40,610 $1.1M
11 Pitcairn Wealth Advisors LLC 0.21% 68,534 $1.9M
12 Sippican Capital Advisors 0.19% 11,292 $309K
13 Markel Group INC. 0.18% 843,000 $23.1M
14 Gabelli Funds LLC 0.16% 901,100 $24.7M
15 Atlas Brown,Inc. 0.15% 20,351 $557K
16 Cherokee Insurance Co 0.13% 12,000 $328K
17 Legacy Financial Independent Advisors LLC 0.10% 7,683 $210K
18 TCV Trust & Wealth Management, Inc. 0.09% 45,400 $1.2M
19 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% 9,659 $264K
20 Stock Yards Bank & Trust Co 0.07% 89,584 $2.5M
21 Occudo Quantitative Strategies LP 0.06% 44,350 $1.2M
22 Parthenon LLC 0.05% 18,200 $498K
23 Gamco Investors, INC. Et Al 0.05% 202,148 $5.5M
24 Frec Markets, Inc. 0.04% 16,460 $450K
25 Private Trust Co NA 0.04% 18,047 $494K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Brown Forman Corp (BF/A)

What does the Smart Money Trend signal show for BF/A?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BF/A than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BF/A?

Slight buying edge — 52% buying: Last quarter: 104 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BF/A holders?

Strong quality — 28% AUM from major funds: 40 of 208 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BF/A?

62% of holders stayed for 2+ years: 129 out of 209 hedge funds have held BF/A for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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