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.

New
Increased
Maintained
Reduced
Closed
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 %
CMI
76
Clare Market Investments
Texas
$755K +$755K +11,089 New
UBS Group
77
UBS Group
Switzerland
$748K -$64.2K -943 -8%
HighTower Advisors
78
HighTower Advisors
Illinois
$741K -$17.1K -251 -2%
SCA
79
Sippican Capital Advisors
Massachusetts
$722K -$6.13K -90 -0.8%
CAN
80
Cetera Advisor Networks
California
$688K -$8.78K -129 -1%
Osaic Holdings
81
Osaic Holdings
Arizona
$664K +$373K +5,482 +128%
RJA
82
Raymond James & Associates
Florida
$617K -$701K -10,294 -53%
RWA
83
Ropes Wealth Advisors
Massachusetts
$589K – – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$573K +$573K +8,394 New
BC
85
Bartlett & Co
Ohio
$573K +$573K +8,394 New
EHC
86
Everett Harris & Co
California
$573K – – –
BBHC
87
Brown Brothers Harriman & Co
New York
$547K – – –
Creative Planning
88
Creative Planning
Kansas
$542K -$63K -925 -10%
PAM
89
Panagora Asset Management
Massachusetts
$533K – – –
VPIM
90
Vanguard Personalized Indexing Management
California
$516K -$69K -1,014 -12%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$511K -$4.02K -59 -0.8%
PFO
92
Pathstone Family Office
New Jersey
$505K -$17.6K -259 -3%
ASN
93
Advisory Services Network
Georgia
$474K – – –
Lido Advisors
94
Lido Advisors
California
$466K +$3.2K +47 +0.7%
American Century Companies
95
American Century Companies
Missouri
$456K -$24K -353 -5%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$445K +$98.7K +1,450 +29%
LKIM
97
Lawson Kroeker Investment Management
Nebraska
$440K – – –
RB
98
Rodgers Brothers
Pennsylvania
$436K – – –
M&T Bank
99
M&T Bank
New York
$427K +$27.6K +405 +7%
LJAC
100
L.J. Altfest & Co
New York
$408K – – –
2 3
4
5 6