BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

195 hedge funds and large institutions have $1.21B invested in Brown-Forman Class A in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
60
Closed
19
Calls
$422K
Puts
$116K
Net Calls
+$306K
Net Calls Change
+$404K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M
2
Jane Street
2
Jane Street
New York
$14.8M
3
Cerity Partners
3
Cerity Partners
New York
$12.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$12.3M
5
BlackRock
5
BlackRock
New York
$80.3M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$163M
2
SO
2
STRS Ohio
Ohio
$0
3
GF
3
Gabelli Funds
New York
$70.5M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$3.48M
5
Canada Life
5
Canada Life
Manitoba, Canada
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$400K +$9.2K +135 +2%
X
102
Xponance
Pennsylvania
$386K +$91.8K +1,349 +31%
CTI
103
Community Trust & Investment
Kentucky
$374K – – –
Truist Financial
104
Truist Financial
North Carolina
$368K -$18.8K -276 -5%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$361K +$13.9K +204 +4%
AA
106
ALPS Advisors
Colorado
$350K +$2.38K +35 +0.7%
SFG
107
StrategIQ Financial Group
Indiana
$348K – – –
SEI Investments
108
SEI Investments
Pennsylvania
$345K +$51.5K +756 +18%
AB
109
Amalgamated Bank
New York
$344K +$9.05K +133 +3%
CAM
110
Cresset Asset Management
Illinois
$336K +$336K +4,914 New
GL
111
Graypoint LLC
New York
$324K +$27.1K +398 +9%
AWM
112
AE Wealth Management
Kansas
$317K +$136 +2 +0%
EP
113
Edgestream Partners
New Jersey
$312K +$312K +4,577 New
BL
114
Balentine LLC
Georgia
$311K +$151K +2,213 +94%
GT
115
Glenmede Trust
Pennsylvania
$307K – – –
CG
116
Caprock Group
Idaho
$307K -$5.26K -77 -2%
SWM
117
Sculati Wealth Management
Michigan
$291K +$291K +4,280 New
JWCA
118
J.W. Cole Advisors
Florida
$286K – – –
BCFD
119
Boit C.F. David
$283K – – –
Russell Investments Group
120
Russell Investments Group
United Kingdom
$282K +$3.34K +49 +1%
Franklin Resources
121
Franklin Resources
California
$263K +$24.1K +354 +10%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$255K – – –
EB
123
Eastern Bank
Massachusetts
$254K – – –
EWA
124
EP Wealth Advisors
California
$249K +$249K +19,470 New
O
125
Ossiam
France
$247K +$114K +1,682 +86%
3 4
5
6 7