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Brown-Forman Class A

190 hedge funds and large institutions have $1.09B invested in Brown-Forman Class A in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
55
Reduced
60
Closed
14
Calls
$721K
Puts
$42K
Net Calls
+$679K
Net Calls Change
+$778K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
126
EP Wealth Advisors
California
$219K +$953 +16 +0.4%
Franklin Resources
127
Franklin Resources
California
$218K -$16.9K -283 -7%
SFG
128
SevenBridge Financial Group
Pennsylvania
$206K
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$203K -$5.72K -96 -3%
MCM
130
MAI Capital Management
Ohio
$200K +$200K +3,362 New
NRC
131
New Republic Capital
North Carolina
$192K
MA
132
MCF Advisors
Kentucky
$192K
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$182K +$182K +3,087 New
PC
134
Permit Capital
Pennsylvania
$172K
FFA
135
Farther Finance Advisors
California
$168K +$1.31K +22 +0.8%
MIM
136
MetLife Investment Management
New Jersey
$152K -$2.15K -36 -1%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$144K +$9.06K +152 +7%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$125K +$17.8K +299 +17%
CAL
139
Capital Analysts LLC
Pennsylvania
$121K
EWA
140
EverSource Wealth Advisors
Alabama
$113K -$894 -15 -0.8%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$107K +$240 +4 +0.2%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$102K +$102K +1,705 New
Comerica Bank
143
Comerica Bank
Texas
$98.5K +$596 +10 +0.6%
BC
144
Barrett & Company
Rhode Island
$94.2K
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.9K
Citigroup
146
Citigroup
New York
$81.8K +$66.5K +1,116 +436%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$75K -$2.75K -46 -4%
HNB
148
Huntington National Bank
Ohio
$64.8K -$715 -12 -1%
Barclays
149
Barclays
United Kingdom
$62K -$36.9K -613 -37%
TCOV
150
Trust Company of Vermont
Vermont
$53.6K