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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
BlackRock
3
BlackRock
New York
$71.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.1M
5
AIS
5
American Investment Services
Massachusetts
$1.72M

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 %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$399K 6,070 -1,636 -21%
LJAC
102
L.J. Altfest & Co
New York
$395K 6,000 – –
Truist Financial
103
Truist Financial
North Carolina
$391K 5,946 -325 -5%
OQS
104
Occudo Quantitative Strategies
Florida
$391K 5,942 +1,843 +45%
M&T Bank
105
M&T Bank
New York
$387K 5,882 -19 -0.3%
CTI
106
Community Trust & Investment
Kentucky
$362K 5,500 – –
Russell Investments Group
107
Russell Investments Group
United Kingdom
$360K 5,479 -516 -9%
Osaic Holdings
108
Osaic Holdings
Arizona
$344K 5,236 -516 -9%
SFG
109
StrategIQ Financial Group
Indiana
$337K 5,118 – –
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$332K 5,056 +4 +0.1%
Barclays
111
Barclays
United Kingdom
$325K 4,943 +2,311 +88%
AB
112
Amalgamated Bank
New York
$317K 4,822 – –
CG
113
Caprock Group
Idaho
$316K 4,786 -7 -0.1%
GT
114
Glenmede Trust
Pennsylvania
$312K 4,752 +42 +0.9%
AWM
115
AE Wealth Management
Kansas
$306K 4,651 +2 +0%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$301K 4,572 +4,572 New
AA
117
ALPS Advisors
Colorado
$286K 4,350 -24 -0.5%
X
118
Xponance
Pennsylvania
$278K 4,227 +630 +18%
JWCA
119
J.W. Cole Advisors
Florida
$277K 4,207 – –
BCFD
120
Boit C.F. David
$274K 4,160 – –
GL
121
Graypoint LLC
New York
$273K 4,146 +47 +1%
FFA
122
Farther Finance Advisors
California
$270K 4,110 +4,110 New
Lido Advisors
123
Lido Advisors
California
$266K 4,050 – –
UBS AM
124
UBS AM
Illinois
$247K 3,749 +3,749 New
MSRPS
125
Maryland State Retirement & Pension System
Maryland
$246K 3,744 – –
3 4
5
6 7