Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brown Forman Corp (BF/B)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — BF/B

Based on 600 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BF/B 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 (95% of max)

95% of all-time peak
600 hedge funds hold BF/B 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold BF/B compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

294 buying293 selling
Last quarter: 294 funds bought or added vs 293 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.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new BF/B position: 82 → 102 → 82 → 103. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
382 out of 600 hedge funds have held BF/B 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.
➡️

Steady discovery — ~103 new funds/quarter

94 → 82 → 102 → 82 → 103 new funds/Q
New funds entering each quarter: 82 → 102 → 82 → 103. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 611 holders: 410 (67%) are 2+ year veterans, 70 entered 1–2 years ago, and 131 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
60 of 595 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BF/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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/B

In 2026 Q2, 294 hedge funds were net buyers of BF/B (103 opened a new position, 191 added to an existing one), while 293 reduced or exited (209 trimmed, 84 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 55% of total institutional value in BF/B is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 600.

Hedge Fund Ownership: BF/B

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

Market Analysis: BF/B

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BF/B

-- --

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

Is It Too Late to Buy Brown Forman Corp (BF/B) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BF/B has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
BF/B
-3.3%
XLP
+0.5%

BF/B outperformed XLP by -3.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
BF/B
-8.6%
XLP
-3.0%

Since the filing became public, BF/B outperformed XLP by -5.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: BF/B
589 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 589 581 1.38%
13F Shares 200M 204M -2.08%
Total Value $5.19B $4.98B 4.36%
New Positions 101 82 +19
Increased Positions 184 180 +4
Closed Positions 88 131 -43
Reduced Positions 206 235 -29
Total Calls 9 10 -10.0%
Total Puts 6 6 -
PUT/CALL Ratio 0.67 0.6 Bullish

Statistics: BF/B

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

589 + investors

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

QUARTER:
Top 25 BF/B holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pureheart Capital Pte Ltd. 17.21% 1,442,248 $38.4M
2 Black Creek Investment Management Inc. 3.68% 2,457,810 $65.5M
3 Hillman Capital Management, Inc. 3.33% 172,514 $4.6M
4 Black Cypress Capital Management, LLC 2.89% 161,988 $4.3M
5 Pacific Capital Partners Ltd 2.55% 110,464 $2.9M
6 Banyan Capital Management, INC. 2.16% 186,621 $5.0M
7 Grace & White Inc /Ny 1.86% 442,148 $11.8M
8 Ruffer LLP 1.82% 1,931,956 $51.4M
9 Rbo & Co LLC 1.73% 407,498 $10.9M
10 Lindsell Train Ltd 1.40% 1,379,324 $36.8M
11 Bronte Capital Management Pty Ltd. 1.33% 464,313 $12.4M
12 Equity Investment Corp 1.32% 2,590,913 $69.0M
13 Chancellor Financial Group WB LP 1.12% 67,668 $1.8M
14 ICICI Prudential Asset Management Co Ltd 0.95% 324,500 $8.6M
15 One68 Global Capital, LLC 0.79% 40,000 $363K
16 Philip James Wealth Mangement, LLC 0.78% 259,241 $6.9M
17 Basepoint Wealth LLC 0.70% 46,012 $1.2M
18 Parvin Asset Management, LLC 0.58% 27,650 $737K
19 J. Safra Sarasin Holding AG 0.53% 1,570,661 $36.8M
20 Medallion Wealth Advisors, LLC 0.51% 60,258 $1.6M
21 Confluence Investment Management LLC 0.48% 1,152,060 $30.7M
22 Vest Financial, LLC 0.47% 1,688,989 $45.0M
23 Morningstar Investment Management LLC 0.43% 266,577 $7.0M
24 Ally Financial Inc. 0.39% 113,000 $3.0M
25 Schulhoff & Co Inc 0.38% 35,365 $942K
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/B)

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

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BF/B 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/B?

Slight buying edge — 50% buying: Last quarter: 294 funds bought or added vs 293 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/B holders?

Elite ownership — 55% AUM from top-100 funds: 60 of 595 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BF/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BF/B?

64% of holders stayed for 2+ years: 382 out of 600 hedge funds have held BF/B 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.

Is it too late to buy Brown Forman Corp (BF/B) following the 2026 Q2 hedge fund 13F filings?

As of today, BF/B has moved -8.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.0% for the XLP sector ETF — an outperformance of -5.6%. Since the quarter end (June 30, 2026), BF/B has gained -3.3% vs +0.5% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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