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 %
Treasurer of the State of North Carolina
51
Treasurer of the State of North Carolina
North Carolina
$1.29M +$12.5K +210 +1%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.22M +$33.4K +560 +3%
AB
53
Atlas Brown
Kentucky
$1.21M – – –
PTC
54
Private Trust Company
Ohio
$1.21M – – –
EP
55
Edgestream Partners
New Jersey
$1.21M +$475K +7,972 +65%
BWP
56
Barlow Wealth Partners
Kentucky
$1.19M +$1.19M +19,926 New
DWA
57
Douglass Winthrop Advisors
New York
$1.17M +$396K +6,653 +51%
Invesco
58
Invesco
Georgia
$1.16M +$56.8K +954 +5%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.11M -$108K -1,811 -9%
EI
60
Ethic Inc
New York
$1.09M +$259K +4,345 +31%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$1.09M -$29.1K -489 -3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.08M +$134K +2,255 +14%
PL
63
Parthenon LLC
Kentucky
$1.02M – – –
Principal Financial Group
64
Principal Financial Group
Iowa
$944K +$27.5K +462 +3%
MCC
65
Malaga Cove Capital
California
$937K -$6.14K -103 -0.7%
HCM
66
Howland Capital Management
Massachusetts
$897K – – –
UBS Group
67
UBS Group
Switzerland
$849K -$23.9K -401 -3%
P
68
Pitcairn
Pennsylvania
$838K -$5.48K -92 -0.7%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$824K +$111K +1,869 +16%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$808K -$49.8K -835 -6%
PMFA
71
Plante Moran Financial Advisors
Michigan
$799K – – –
SCA
72
Sippican Capital Advisors
Massachusetts
$781K +$149K +2,494 +23%
Victory Capital Management
73
Victory Capital Management
Texas
$767K +$767K +12,869 New
Mariner
74
Mariner
Kansas
$751K -$131K -2,190 -15%
SFG
75
Sather Financial Group
Texas
$716K -$143K -2,408 -17%
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