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Brown-Forman Class A

183 hedge funds and large institutions have $1.04B invested in Brown-Forman Class A in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
48
Reduced
63
Closed
22
Calls
$168K
Puts
$267K
Net Calls
-$99K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Shares
Change %
AB
51
Atlas Brown
Kentucky
$1.18M
PTC
52
Private Trust Company
Ohio
$1.18M
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.16M -$128K -2,208 -10%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$1.14M -$1.49M -25,562 -57%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.09M -$33.7K -580 -3%
Invesco
56
Invesco
Georgia
$1.07M -$5.35K -92 -0.5%
Legal & General Group
57
Legal & General Group
United Kingdom
$1.04M -$1.94M -33,335 -65%
PL
58
Parthenon LLC
Kentucky
$999K
MCC
59
Malaga Cove Capital
California
$919K +$65.9K +1,135 +8%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$918K -$157K -2,703 -15%
Principal Financial Group
61
Principal Financial Group
Iowa
$893K -$71.3K -1,227 -7%
OQS
62
Occudo Quantitative Strategies
Florida
$888K +$888K +15,278 New
HCM
63
Howland Capital Management
Massachusetts
$875K
Mariner
64
Mariner
Kansas
$859K +$6.22K +107 +0.7%
UBS Group
65
UBS Group
Switzerland
$851K +$212K +3,657 +33%
SFG
66
Sather Financial Group
Texas
$838K +$75.2K +1,295 +10%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$836K
P
68
Pitcairn
Pennsylvania
$822K -$872 -15 -0.1%
EI
69
Ethic Inc
New York
$813K +$131K +2,253 +19%
PMFA
70
Plante Moran Financial Advisors
Michigan
$779K
DWA
71
Douglass Winthrop Advisors
New York
$759K
EP
72
Edgestream Partners
New Jersey
$713K +$447K +7,693 +168%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$696K +$20.4K +351 +3%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$695K -$24.1K -415 -3%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$633K -$321K -5,529 -34%