BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$187M
2
Principal Financial Group
Principal Financial Group
Iowa
+$115M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$63.4M
5
CIP
Champlain Investment Partners
Vermont
+$61.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$122M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.6M
4
CCM
Candlestick Capital Management
Connecticut
-$49M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$1.66M +$479K +8,390 +40%
NA
227
NewEdge Advisors
Louisiana
$1.61M +$162K +2,872 +11%
DWP
228
Daymark Wealth Partners
Ohio
$1.6M +$72.8K +1,275 +5%
LT
229
Legacy Trust
Michigan
$1.6M -$1.25M -21,972 -44%
SC
230
Stephens Consulting
Michigan
$1.6M – – –
CW
231
CIC Wealth
Maryland
$1.6M -$176K -3,083 -10%
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$1.58M – – –
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$1.57M -$393K -6,876 -20%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$1.56M +$101K +1,767 +7%
CWM
235
CIBC World Markets
New York
$1.55M -$994K -17,400 -39%
EMPI
236
Elo Mutual Pension Insurance
Finland
$1.55M +$64.1K +1,122 +4%
CIC
237
Carnegie Investment Counsel
Ohio
$1.52M +$224K +3,925 +17%
NYLIM
238
New York Life Investment Management
New York
$1.51M -$11K -193 -0.7%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$1.48M +$30.5K +535 +2%
BFA
240
Bragg Financial Advisors
North Carolina
$1.47M -$19.4K -340 -1%
PFM
241
Privium Fund Management
Netherlands
$1.47M +$961K +16,900 +190%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$1.46M -$113K -1,980 -7%
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$1.43M +$73.3K +1,284 +5%
IIA
244
ICW Investment Advisors
Arizona
$1.42M +$7.82K +137 +0.6%
VVP
245
Venture Visionary Partners
Ohio
$1.4M +$228 +4 +0%
RJFSA
246
Raymond James Financial Services Advisors
Florida
$1.4M -$311K -5,440 -18%
MOACM
247
Mutual of America Capital Management
New York
$1.38M -$63.9K -1,119 -4%
PAM
248
Panagora Asset Management
Massachusetts
$1.37M -$5.82K -102 -0.4%
TA
249
Townsend & Associates
Colorado
$1.37M -$107K -1,953 -7%
SPIA
250
Steward Partners Investment Advisory
New York
$1.35M +$11.4K +200 +0.9%
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