BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

190 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
55
Reduced
60
Closed
14
Calls
$721K
Puts
$42K
Net Calls
+$679K
Net Calls Change
+$778K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.9M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$2.84M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$25.5M
5
SO
5
STRS Ohio
Ohio
$1.71M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$135M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$17.8M
3
GF
3
Gabelli Funds
New York
$59.4M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$0
5
Jane Street
5
Jane Street
New York
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$5.66M -$533K -8,947 -9%
WJWM
27
Williams Jones Wealth Management
New York
$3.36M – – –
Renaissance Technologies
28
Renaissance Technologies
New York
$3.35M -$858K -14,400 -20%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$3.12M – – –
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$2.87M +$2.87M +48,175 New
Legal & General Group
31
Legal & General Group
United Kingdom
$2.84M +$1.77M +29,787 +167%
JFL
32
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.51M -$80.1K -1,344 -3%
KGC
33
Kennon-Green & Company
Ohio
$2.37M -$119K -1,990 -5%
Bank of America
34
Bank of America
North Carolina
$2.34M -$20.3K -341 -0.9%
TTWM
35
TCV Trust & Wealth Management
Virginia
$2.22M – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$2.15M – – –
US Bancorp
37
US Bancorp
Minnesota
$2.14M +$40.2K +674 +2%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$1.96M +$3.99K +67 +0.2%
BTW
39
Boston Trust Walden
Massachusetts
$1.93M – – –
Wells Fargo
40
Wells Fargo
California
$1.91M +$6.91K +116 +0.4%
SC
41
Schulhoff & Co
Ohio
$1.9M – – –
Canada Life
42
Canada Life
Manitoba, Canada
$1.71M +$1.53M +25,821 +882%
SO
43
STRS Ohio
Ohio
$1.71M +$1.71M +28,623 New
DWP
44
Daymark Wealth Partners
Ohio
$1.58M +$62.6K +1,051 +4%
AIS
45
American Investment Services
Massachusetts
$1.57M +$5.3K +89 +0.3%
ACM
46
Advisors Capital Management
New Jersey
$1.49M – – –
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.45M +$23.2K +390 +2%
FBT
48
First Bankers Trust
Kentucky
$1.44M -$8.34K -140 -0.6%
LPL Financial
49
LPL Financial
California
$1.44M -$2.68K -45 -0.2%
SC
50
Stephens Consulting
Michigan
$1.4M – – –
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