BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

214 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 12 closing their positions.

Holders
214
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
62
Reduced
62
Closed
12
Calls
$480K
Puts
$296K
Net Calls
+$184K
Net Calls Change
-$86K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$15.7M
3
KGC
3
Kennon-Green & Company
Ohio
$2.8M
4
BlackRock
4
BlackRock
New York
$71.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.1M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$21.2M
2
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$163M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$62.3K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.63M
5
LT
5
Lindsell Train
United Kingdom
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$1.62M 24,613 +1,759 +8%
DWP
52
Daymark Wealth Partners
Ohio
$1.6M 24,345 +24,345 New
SC
53
Stephens Consulting
Michigan
$1.54M 23,494 – –
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M 23,316 +489 +2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.49M 22,704 -29 -0.1%
AB
56
Atlas Brown
Kentucky
$1.34M 20,351 – –
PTC
57
Private Trust Company
Ohio
$1.33M 20,250 – –
Treasurer of the State of North Carolina
58
Treasurer of the State of North Carolina
North Carolina
$1.3M 19,741 +250 +1%
RJA
59
Raymond James & Associates
Florida
$1.28M 19,504 -599 -3%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.2M 18,269 +195 +1%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$1.18M 17,949 +17,949 New
PL
62
Parthenon LLC
Kentucky
$1.13M 17,200 – –
KIG
63
Kessler Investment Group
Indiana
$1.1M 16,644 -2,002 -11%
HCM
64
Howland Capital Management
Massachusetts
$989K 15,000 – –
Canada Life
65
Canada Life
Manitoba, Canada
$968K 14,657 +3,624 +33%
MCC
66
Malaga Cove Capital
California
$966K 14,695 +3,036 +26%
Mariner
67
Mariner
Kansas
$957K 14,557 -8,712 -37%
SFG
68
Sather Financial Group
Texas
$952K 14,473 -996 -6%
P
69
Pitcairn
Pennsylvania
$947K 14,398 -47 -0.3%
Invesco
70
Invesco
Georgia
$909K 13,824 -393 -3%
DWA
71
Douglass Winthrop Advisors
New York
$896K 13,621 – –
O
72
Ossiam
France
$896K 13,619 +1,605 +13%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$888K 13,508 +9 +0.1%
PMFA
74
Plante Moran Financial Advisors
Michigan
$881K 13,404 – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$852K 12,951 -969 -7%
1 2
3
4 5