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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.

New
Increased
Maintained
Reduced
Closed
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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$632K -$116 -2 -0%
SCA
77
Sippican Capital Advisors
Massachusetts
$617K
CMI
78
Clare Market Investments
Texas
$598K -$46K -791 -7%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$522K +$85.4K +1,470 +20%
RWA
80
Ropes Wealth Advisors
Massachusetts
$501K -$2.32K -40 -0.5%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$489K
BC
82
Bartlett & Co
Ohio
$489K
EHC
83
Everett Harris & Co
California
$489K
API
84
Advisor Partners II
California
$489K +$489K +8,409 New
RJA
85
Raymond James & Associates
Florida
$468K -$58K -998 -11%
BBHC
86
Brown Brothers Harriman & Co
New York
$467K
RB
87
Rodgers Brothers
Pennsylvania
$459K +$87.2K +1,500 +23%
PAM
88
Panagora Asset Management
Massachusetts
$455K
American Century Companies
89
American Century Companies
Missouri
$420K +$30.6K +526 +8%
VPIM
90
Vanguard Personalized Indexing Management
California
$419K -$21.4K -369 -5%
Creative Planning
91
Creative Planning
Kansas
$409K -$53.3K -918 -12%
ASN
92
Advisory Services Network
Georgia
$404K
Lido Advisors
93
Lido Advisors
California
$400K +$2.21K +38 +0.6%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$398K +$18.1K +312 +5%
LKIM
95
Lawson Kroeker Investment Management
Nebraska
$380K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$361K +$19.5K +336 +6%
M&T Bank
97
M&T Bank
New York
$355K -$9.94K -171 -3%
LJAC
98
L.J. Altfest & Co
New York
$349K
MC
99
Machina Capital
France
$349K +$349K +6,004 New
RG
100
Rathbones Group
United Kingdom
$349K +$349K +6,000 New