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Brown-Forman Class A

187 hedge funds and large institutions have $945M invested in Brown-Forman Class A in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
78
Closed
17
Calls
$683K
Puts
$159K
Net Calls
+$524K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
Sather Financial Group
Texas
$545K -$90.5K -1,710 -14%
PAM
77
Panagora Asset Management
Massachusetts
$531K +$116K +2,186 +28%
NW
78
NewEdge Wealth
Pennsylvania
$483K +$483K +9,972 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$460K -$13.7K -258 -3%
OQS
80
Occudo Quantitative Strategies
Florida
$453K -$53 -1 -0%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$446K
PI
82
PineBridge Investments
New York
$446K -$103K -1,945 -19%
RJA
83
Raymond James & Associates
Florida
$444K -$21.3K -403 -5%
RWP
84
RWA Wealth Partners
Massachusetts
$440K -$15.9K -300 -3%
PCS
85
Private Client Services
Kentucky
$439K +$1.85K +35 +0.4%
BBHC
86
Brown Brothers Harriman & Co
New York
$426K
ASN
87
Advisory Services Network
Georgia
$405K +$36.5K +690 +10%
Creative Planning
88
Creative Planning
Kansas
$373K +$53 +1 +0%
American Century Companies
89
American Century Companies
Missouri
$371K -$9.05K -171 -2%
Lido Advisors
90
Lido Advisors
California
$366K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$356K -$222K -4,193 -38%
O
92
Ossiam
France
$350K +$41.9K +791 +14%
Deutsche Bank
93
Deutsche Bank
Germany
$346K +$339K +6,398 +4,474%
SSA
94
Schonfeld Strategic Advisors
New York
$344K +$344K +6,500 New
LKIM
95
Lawson Kroeker Investment Management
Nebraska
$340K
LJAC
96
L.J. Altfest & Co
New York
$318K
RG
97
Rathbones Group
United Kingdom
$318K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$309K -$953 -18 -0.3%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$307K +$286K +5,400 +1,350%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$297K +$4.34K +82 +1%