BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

605 hedge funds and large institutions have $9.07B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 244 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+24
Holders Change %
+4.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
244
Reduced
180
Closed
57
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$430M
2
Millennium Management
Millennium Management
New York
$131M
3
State Street
State Street
Massachusetts
$707M
4
Lazard Asset Management
Lazard Asset Management
New York
$163M
5
Vontobel Holding
Vontobel Holding
Switzerland
$72.5M

Top Sellers

1
GT
Glenview Trust
Kentucky
$30.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
$493M
4
Principal Financial Group
Principal Financial Group
Iowa
$11.4M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$1.38M +$205K +4,174 +18%
HIMC
227
Heritage Investors Management Corp
Maryland
$1.35M -$219K -4,458 -14%
MP
228
McDonald Partners
Ohio
$1.35M -$217K -4,408 -14%
AAM
229
Aureus Asset Management
Massachusetts
$1.34M -$228K -4,640 -15%
ET
230
Equitable Trust
Tennessee
$1.33M – – –
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$1.33M +$396K +8,196 +43%
IIA
232
ICW Investment Advisors
Arizona
$1.32M +$50.6K +1,028 +4%
AAIM
233
Asset Advisors Investment Management
Georgia
$1.31M -$226K -4,588 -15%
SB
234
Simmons Bank
Arkansas
$1.31M -$102K -2,075 -7%
NYLIM
235
New York Life Investment Management
New York
$1.3M +$112K +2,272 +9%
DWP
236
Daymark Wealth Partners
Ohio
$1.29M -$1.08K -22 -0.1%
NAM
237
Nissay Asset Management
Japan
$1.29M +$49K +995 +4%
IBOK
238
Independence Bank of Kentucky
Kentucky
$1.28M +$19.7K +400 +2%
JSC
239
J. Stern & Co
United Kingdom
$1.27M +$1.27M +25,747 New
X
240
Xponance
Pennsylvania
$1.27M +$39.1K +794 +3%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1.26M -$81.2K -1,651 -6%
Allianz Asset Management
242
Allianz Asset Management
Germany
$1.24M -$698K -14,182 -36%
TCOV
243
Trust Company of Vermont
Vermont
$1.23M +$1.21M +24,580 +6,084%
HF
244
HRT Financial
New York
$1.23M +$1.23M +24,980 New
DT
245
Diversified Trust
Tennessee
$1.21M +$443 +9 +0%
VVP
246
Venture Visionary Partners
Ohio
$1.21M +$246 +5 +0%
RP
247
Rowlandmiller & Partners
Georgia
$1.21M +$97.2K +1,975 +9%
State of Tennessee, Department of Treasury
248
State of Tennessee, Department of Treasury
Tennessee
$1.17M -$43.6K -887 -4%
SPIA
249
Steward Partners Investment Advisory
New York
$1.15M +$12.4K +252 +1%
MLFP
250
MPS Loria Financial Planners
Illinois
$1.15M – – –
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