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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 %
Jane Street
76
Jane Street
New York
$714K -$1.07M -17,901 -60%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$651K -$63K -1,058 -9%
HighTower Advisors
78
HighTower Advisors
Illinois
$648K -$60 -1 -0%
RB
79
Rodgers Brothers
Pennsylvania
$620K +$149K +2,500 +32%
PI
80
PineBridge Investments
New York
$617K +$617K +10,359 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$550K +$142K +2,391 +35%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$533K -$2.03K -34 -0.4%
RJA
83
Raymond James & Associates
Florida
$524K +$43.6K +731 +9%
RWP
84
RWA Wealth Partners
Massachusetts
$514K +$514K +8,618 New
OQS
85
Occudo Quantitative Strategies
Florida
$510K -$400K -6,718 -44%
BC
86
Bartlett & Co
Ohio
$504K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$504K – – –
EHC
88
Everett Harris & Co
California
$501K – – –
PCS
89
Private Client Services
Kentucky
$492K +$492K +8,256 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$484K -$165K -2,768 -25%
BBHC
91
Brown Brothers Harriman & Co
New York
$479K – – –
PAM
92
Panagora Asset Management
Massachusetts
$467K – – –
American Century Companies
93
American Century Companies
Missouri
$428K -$2.56K -43 -0.6%
Creative Planning
94
Creative Planning
Kansas
$419K – – –
ASN
95
Advisory Services Network
Georgia
$415K – – –
Lido Advisors
96
Lido Advisors
California
$412K – – –
LKIM
97
Lawson Kroeker Investment Management
Nebraska
$376K – – –
LJAC
98
L.J. Altfest & Co
New York
$358K – – –
RG
99
Rathbones Group
United Kingdom
$358K – – –
TVM
100
True Vision MN
Minnesota
$353K +$353K +5,906 New
2 3
4
5 6