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 %
UBS Group
76
UBS Group
Switzerland
$837K 12,729 -1,652 -11%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$813K 12,369 – –
EI
78
Ethic Inc
New York
$792K 12,039 -2,621 -18%
IMRF
79
Illinois Municipal Retirement Fund
Illinois
$789K 11,999 – –
HSBC Holdings
80
HSBC Holdings
United Kingdom
$760K 11,638 +66 +0.6%
HighTower Advisors
81
HighTower Advisors
Illinois
$716K 10,886 -1,007 -8%
SCA
82
Sippican Capital Advisors
Massachusetts
$704K 10,704 -212 -2%
VPIM
83
Vanguard Personalized Indexing Management
California
$682K 10,367 -2,110 -17%
CAN
84
Cetera Advisor Networks
California
$673K 10,230 +78 +0.8%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$640K 9,735 +1,702 +21%
Creative Planning
86
Creative Planning
Kansas
$584K 8,883 +3 +0%
RWA
87
Ropes Wealth Advisors
Massachusetts
$569K 8,658 -137 -2%
EHC
88
Everett Harris & Co
California
$553K 8,412 – –
RIM
89
Regent Investment Management
Kentucky
$552K 8,394 -660 -7%
Principal Financial Group
90
Principal Financial Group
Iowa
$551K 8,386 -954 -10%
BBHC
91
Brown Brothers Harriman & Co
New York
$529K 8,040 – –
PAM
92
Panagora Asset Management
Massachusetts
$524K 7,961 -53 -0.7%
CIC
93
Chilton Investment Company
Connecticut
$521K 7,925 – –
GIA
94
Gladstone Institutional Advisory
Florida
$496K 7,538 -1,612 -18%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$476K 7,232 -42 -0.6%
ASN
96
Advisory Services Network
Georgia
$458K 6,960 -11 -0.2%
Norges Bank
97
Norges Bank
Norway
$446K 6,781 -15,255 -69%
American Century Companies
98
American Century Companies
Missouri
$424K 6,444 +1,890 +42%
RB
99
Rodgers Brothers
Pennsylvania
$421K 6,400 +1,000 +19%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$401K 6,105 +42 +0.7%
2 3
4
5 6