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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
KGC
3
Kennon-Green & Company
Ohio
$2.8M
4
BlackRock
4
BlackRock
New York
$71.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$16.1M

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 %
EB
126
Eastern Bank
Massachusetts
$245K 3,730 -3,800 -50%
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K 3,695 – –
Ameriprise
128
Ameriprise
Minnesota
$239K 3,625 -7 -0.2%
KAS
129
Kestra Advisory Services
Texas
$238K 3,623 -6,865 -65%
EWM
130
Evercore Wealth Management
New York
$237K 3,598 – –
Franklin Resources
131
Franklin Resources
California
$228K 3,466 +267 +8%
SFG
132
SevenBridge Financial Group
Pennsylvania
$227K 3,450 +3,450 New
RWM
133
Ritholtz Wealth Management
New York
$221K 3,366 – –
MCM
134
MAI Capital Management
Ohio
$221K 3,362 – –
LDFR
135
Lehman & Derafelo Financial Resources
Pennsylvania
$214K 3,250 +3,250 New
MA
136
MCF Advisors
Kentucky
$212K 3,212 – –
NRC
137
New Republic Capital
North Carolina
$212K 3,212 +3,212 New
UCFA
138
United Capital Financial Advisors
Texas
$208K 3,170 +39 +1%
SSA
139
Schonfeld Strategic Advisors
New York
$204K 3,100 – –
SWM
140
Sculati Wealth Management
Michigan
$203K 3,080 – –
PC
141
Permit Capital
Pennsylvania
$189K 2,880 – –
Deutsche Bank
142
Deutsche Bank
Germany
$186K 2,826 +152 +6%
SBL
143
Sargent Bickham Lagudis
Colorado
$181K 2,750 – –
KTC
144
Kistler-Tiffany Companies
Pennsylvania
$166K 2,526 – –
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$142K 2,150 +45 +2%
CAL
146
Capital Analysts LLC
Pennsylvania
$133K 2,027 – –
MIM
147
MetLife Investment Management
New Jersey
$132K 2,003 -41 -2%
SG Americas Securities
148
SG Americas Securities
New York
$130K 1,979 +1,979 New
EWA
149
EverSource Wealth Advisors
Alabama
$125K 1,898 -821 -30%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$104K 1,616 +813 +101%
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