BF.A icon

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
BlackRock
3
BlackRock
New York
$71.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.1M
5
AIS
5
American Investment Services
Massachusetts
$1.72M

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 %
GG
176
Gleason Group
Kentucky
$33.9K 516 +2 +0.4%
Citigroup
177
Citigroup
New York
$31.3K 476 -3,989 -89%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$30K 450 – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$26.3K 400 – –
BWA
180
BDO Wealth Advisors
Florida
$26.3K 400 – –
TRCT
181
Tower Research Capital (TRC)
New York
$19K 283 -337 -54%
TFP
182
Tilia Fiduciary Partners
North Carolina
$18.1K 275 – –
Dimensional Fund Advisors
183
Dimensional Fund Advisors
Texas
$15.1K 229,066 +1,619 +0.7%
BTI
184
Blue Trust Inc
Georgia
$14K 206 – –
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$13.5K 205 +8 +4%
FA
186
Fiduciary Alliance
South Carolina
$13.2K 200 +200 New
RTC
187
Riverview Trust Company
Washington
$12K 185 +185 New
BIA
188
Bell Investment Advisors
California
$11.2K 170 -37 -18%
SPIA
189
Steward Partners Investment Advisory
New York
$9.86K 150 – –
QC
190
Quent Capital
New York
$9.76K 148 – –
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$9K 131 +50 +62%
CI Investments Inc
192
CI Investments Inc
Ontario, Canada
$8K 129 +81 +169%
MRCM
193
M&R Capital Management
New Jersey
$6.25K 95 – –
GWS
194
Glassman Wealth Services
Virginia
$5.39K 82 +39 +91%
BCM
195
Bourgeon Capital Management
Connecticut
$3.81K 58 +58 New
EARNEST Partners
196
EARNEST Partners
Georgia
$3.62K 55 – –
First Manhattan
197
First Manhattan
New York
$3.55K 54 +54 New
CYG
198
Clean Yield Group
Vermont
$2.96K 45 – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$2.96K 45 +16 +55%
CA
200
Crewe Advisors
Utah
$2.7K 41 -16 -28%
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