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 %
PA
201
Parallel Advisors
California
$2.66K 40 +3 +8%
ECM
202
ExodusPoint Capital Management
New York
$2K 25 – –
NA
203
NewEdge Advisors
Louisiana
$1.37K 21 +21 New
SC
204
Schubert & Co
Texas
$789 12 -1 -8%
TWA
205
TCI Wealth Advisors
Arizona
$526 8 – –
DI
206
Disciplined Investments
Oklahoma
$395 6 -2 -25%
William Blair & Company
207
William Blair & Company
Illinois
$395 6 +6 New
CFO
208
CVA Family Office
Colorado
$329 5 – –
AF
209
Advisornet Financial
Minnesota
$329 5 +5 New
QCG
210
Quadrant Capital Group
Ohio
$263 4 -18 -82%
SIC
211
SJS Investment Consulting
Ohio
$263 4 +1 +33%
SWA
212
SOA Wealth Advisors
New York
$132 2 – –
BC
213
Burleson & Co
California
$132 2 – –
CMI
214
Clare Market Investments
Texas
– – -5,312 Closed
GTCM
215
Gyon Technologies Capital Management
New Jersey
– – -4,984 Closed
BCI
216
Brinker Capital Investments
Pennsylvania
– – -4,732 Closed
STA
217
Summit Trail Advisors
New York
– – -4,631 Closed
GW
218
GW & Wade
Massachusetts
– – -3,664 Closed
NIM
219
Northeast Investment Management
Massachusetts
– – -3,232 Closed
WB
220
WesBanco Bank
West Virginia
– – -3,000 Closed
AIP
221
Almanack Investment Partners
Pennsylvania
– – -1,150 Closed
HR
222
Howe & Rusling
New York
– – -546 Closed
MAM
223
Meeder Asset Management
Ohio
– – -86 Closed
CAL
224
Capital Advisors Ltd
Ohio
– – -79 Closed
CS
225
Credit Suisse
Switzerland
– – -43 Closed
6 7 8
9
10