BF.A icon

Brown-Forman Class A
BF.A

Overview Fund Activity

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

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.47M
2
UIM
2
USS Investment Management
United Kingdom
$1.73M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$4.2M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$23.4M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$3.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.9M
2
LT
2
Lindsell Train
United Kingdom
$151M
3
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$116M
4
SO
4
STRS Ohio
Ohio
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
101
Summit Trail Advisors
New York
$297K +$101K +1,908 +52%
TVM
102
True Vision MN
Minnesota
$292K – – –
Citadel Advisors
103
Citadel Advisors
Florida
$292K +$292K +5,510 New
CL
104
Choreo LLC
Illinois
$289K +$289K +5,454 New
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$282K +$102K +1,917 +56%
Truist Financial
106
Truist Financial
North Carolina
$273K -$12.2K -230 -4%
X
107
Xponance
Pennsylvania
$273K -$21K -397 -7%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$263K -$167K -3,152 -39%
CAM
109
Cresset Asset Management
Illinois
$257K -$41.1K -773 -14%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$254K -$235K -4,433 -48%
JWCA
111
J.W. Cole Advisors
Florida
$243K – – –
CG
112
Caprock Group
Idaho
$234K -$53.7K -1,009 -19%
LCWP
113
Legacy Capital Wealth Partners
Arkansas
$234K +$234K +3,606 New
GT
114
Glenmede Trust
Pennsylvania
$230K – – –
UBS AM
115
UBS AM
Illinois
$223K +$223K +4,207 New
MS
116
Maven Securities
Jersey
$217K +$217K +4,100 New
EP
117
Edgestream Partners
New Jersey
$216K -$856K -16,158 -80%
SWM
118
Sculati Wealth Management
Michigan
$214K -$8.47K -160 -4%
Millennium Management
119
Millennium Management
New York
$213K +$213K +4,030 New
CTI
120
Community Trust & Investment
Kentucky
$212K -$79.4K -1,500 -27%
GL
121
Graypoint LLC
New York
$211K -$1.27K -24 -0.6%
M&T Bank
122
M&T Bank
New York
$208K -$92.7K -1,754 -31%
SEI Investments
123
SEI Investments
Pennsylvania
$202K -$20.2K -382 -9%
BCFD
124
Boit C.F. David
$201K – – –
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$200K -$524K -10,000 -72%
3 4
5
6 7