BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

197 hedge funds and large institutions have $1.06B invested in Brown-Forman Class A in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
197
Holders Change
-17
Holders Change %
-7.94%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
55
Reduced
62
Closed
22
Calls
$717K
Puts
$815K
Net Calls
-$98K
Net Calls Change
-$282K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$150M
2
Northern Trust
2
Northern Trust
Illinois
$7.66M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$22.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$1.85M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$736K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$4.18M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$17.3M
3
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$160M
4
GF
4
Gabelli Funds
New York
$69.2M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CTI
101
Community Trust & Investment
Kentucky
$359K 5,500 – –
SFG
102
StrategIQ Financial Group
Indiana
$334K 5,118 – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$333K 5,102 +46 +0.9%
AA
104
ALPS Advisors
Colorado
$333K 5,104 +754 +17%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$331K 5,080 -990 -16%
AB
106
Amalgamated Bank
New York
$321K 4,921 +99 +2%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$313K 4,797 -4,938 -51%
GT
108
Glenmede Trust
Pennsylvania
$307K 4,710 -42 -0.9%
AWM
109
AE Wealth Management
Kansas
$303K 4,652 +1 +0%
CG
110
Caprock Group
Idaho
$299K 4,570 -216 -5%
GL
111
Graypoint LLC
New York
$285K 4,365 +219 +5%
X
112
Xponance
Pennsylvania
$281K 4,316 +89 +2%
SEI Investments
113
SEI Investments
Pennsylvania
$281K 4,310 +4,310 New
Osaic Holdings
114
Osaic Holdings
Arizona
$279K 4,272 -964 -18%
Barclays
115
Barclays
United Kingdom
$278K 4,258 -685 -14%
JWCA
116
J.W. Cole Advisors
Florida
$274K 4,207 – –
FFA
117
Farther Finance Advisors
California
$274K 4,199 +89 +2%
BCFD
118
Boit C.F. David
$270K 4,160 – –
Russell Investments Group
119
Russell Investments Group
United Kingdom
$267K 4,091 -1,388 -25%
Ameriprise
120
Ameriprise
Minnesota
$245K 3,744 +119 +3%
UBS AM
121
UBS AM
Illinois
$244K 3,749 – –
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$244K 3,744 – –
EB
123
Eastern Bank
Massachusetts
$243K 3,730 – –
KAS
124
Kestra Advisory Services
Texas
$236K 3,619 -4 -0.1%
EWM
125
Evercore Wealth Management
New York
$235K 3,598 – –
3 4
5
6 7