BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

197 hedge funds and large institutions have $1.06B invested in Brown-Forman Class A in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
197
Holders Change
-17
Holders Change %
-7.94%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
55
Reduced
62
Closed
22
Calls
$717K
Puts
$815K
Net Calls
-$98K
Net Calls Change
-$282K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$150M
2
Northern Trust
2
Northern Trust
Illinois
$7.66M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$22.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$1.85M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$736K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$4.18M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$17.3M
3
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$160M
4
GF
4
Gabelli Funds
New York
$69.2M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$5.3M 81,249 +2,119 +3%
Legal & General Group
27
Legal & General Group
United Kingdom
$4.43M 67,978 +485 +0.7%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.18M 64,099 -174,783 -73%
WJWM
29
Williams Jones Wealth Management
New York
$3.69M 56,646 – –
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$3.2M 49,157 -7,258 -13%
Bank of America
31
Bank of America
North Carolina
$2.97M 45,608 +5,730 +14%
JFL
32
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.83M 43,482 – –
KGC
33
Kennon-Green & Company
Ohio
$2.8M 43,020 +460 +1%
TTWM
34
TCV Trust & Wealth Management
Virginia
$2.43M 37,250 – –
US Bancorp
35
US Bancorp
Minnesota
$2.37M 36,314 +1 +0%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$2.35M 36,000 – –
V
37
Veritable
Delaware
$2.33M 35,764 +988 +3%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$2.21M 33,864 – –
SC
39
Schulhoff & Co
Ohio
$2.14M 32,780 – –
BTW
40
Boston Trust Walden
Massachusetts
$2.11M 32,400 – –
Wells Fargo
41
Wells Fargo
California
$1.96M 30,089 -1,393 -4%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$1.85M 28,353 +14,845 +110%
SO
43
STRS Ohio
Ohio
$1.75M 26,814 -8,592 -24%
AIS
44
American Investment Services
Massachusetts
$1.72M 26,094 – –
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$1.7M 26,150 +1,150 +5%
UIM
46
USS Investment Management
United Kingdom
$1.7M 26,028 – –
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.62M 24,849 -270 -1%
LPL Financial
48
LPL Financial
California
$1.6M 24,616 +3 +0%
DWP
49
Daymark Wealth Partners
Ohio
$1.59M 24,345 – –
FBT
50
First Bankers Trust
Kentucky
$1.58M 24,188 -1,900 -7%
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