BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

195 hedge funds and large institutions have $1.21B invested in Brown-Forman Class A in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
60
Closed
19
Calls
$422K
Puts
$116K
Net Calls
+$306K
Net Calls Change
+$404K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M
2
Jane Street
2
Jane Street
New York
$14.8M
3
Cerity Partners
3
Cerity Partners
New York
$12.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$12.3M
5
BlackRock
5
BlackRock
New York
$80.3M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$163M
2
SO
2
STRS Ohio
Ohio
$0
3
GF
3
Gabelli Funds
New York
$70.5M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$3.48M
5
Canada Life
5
Canada Life
Manitoba, Canada
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$1.64M -$54.2K -796 -3%
SC
52
Stephens Consulting
Michigan
$1.6M – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.51M -$32.2K -473 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.46M +$65.1K +957 +5%
Treasurer of the State of North Carolina
55
Treasurer of the State of North Carolina
North Carolina
$1.46M +$102K +1,500 +8%
AB
56
Atlas Brown
Kentucky
$1.39M – – –
PTC
57
Private Trust Company
Ohio
$1.38M – – –
VOYA Investment Management
58
VOYA Investment Management
Georgia
$1.32M -$613K -9,012 -32%
Invesco
59
Invesco
Georgia
$1.26M -$19.8K -291 -2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.26M +$151K +2,216 +14%
PL
61
Parthenon LLC
Kentucky
$1.17M – – –
Principal Financial Group
62
Principal Financial Group
Iowa
$1.13M +$622K +9,143 +123%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.12M -$41.1K -604 -4%
KIG
64
Kessler Investment Group
Indiana
$1.09M -$59.2K -870 -5%
HCM
65
Howland Capital Management
Massachusetts
$1.02M – – –
MCC
66
Malaga Cove Capital
California
$1,000K -$545 -8 -0.1%
Mariner
67
Mariner
Kansas
$999K -$32.5K -477 -3%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$980K +$653K +9,599 +200%
P
69
Pitcairn
Pennsylvania
$964K -$3.27K -48 -0.3%
PMFA
70
Plante Moran Financial Advisors
Michigan
$912K – – –
SFG
71
Sather Financial Group
Texas
$893K -$91.9K -1,350 -9%
DWA
72
Douglass Winthrop Advisors
New York
$889K -$38.5K -565 -4%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$842K – – –
EI
74
Ethic Inc
New York
$799K +$131K +1,931 +20%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$792K -$9.05K -133 -1%
1 2
3
4 5