BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
251
LRT Capital Management
Texas
$1.71M -$3.16M -49,196 -65%
Lido Advisors
252
Lido Advisors
California
$1.7M +$1.38M +21,406 +423%
NYLIM
253
New York Life Investment Management
New York
$1.7M +$3.92K +61 +0.2%
BFA
254
Bragg Financial Advisors
North Carolina
$1.68M -$14.5K -226 -0.9%
AIM
255
Achmea Investment Management
Netherlands
$1.68M – – –
MOACM
256
Mutual of America Capital Management
New York
$1.67M +$2.96K +46 +0.2%
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$1.66M +$108K +1,682 +7%
ISL
258
Ingalls & Snyder LLC
New York
$1.66M -$12.9K -200 -0.8%
SI
259
Stephens Inc
Arkansas
$1.66M +$428K +6,654 +35%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$1.64M +$259K +4,035 +19%
AWM
261
AE Wealth Management
Kansas
$1.64M +$231K +3,587 +16%
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$1.61M -$77.3K -1,203 -5%
VVP
263
Venture Visionary Partners
Ohio
$1.58M +$193 +3 +0%
MC
264
Maverick Capital
Texas
$1.57M +$1.37M +21,277 +667%
Holocene Advisors
265
Holocene Advisors
New York
$1.57M +$1.57M +24,468 New
BG
266
Bahl & Gaynor
Ohio
$1.56M -$1.8K -28 -0.1%
PAM
267
Panagora Asset Management
Massachusetts
$1.55M -$898K -13,980 -37%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$1.54M +$480K +7,474 +45%
LMKC
269
L.M. Kohn & Company
Ohio
$1.54M +$129 +2 +0%
TFA
270
Toth Financial Advisory
Virginia
$1.51M -$18.8K -293 -1%
MLFP
271
MPS Loria Financial Planners
Illinois
$1.5M +$4.19K +65 +0.3%
EI
272
Ethic Inc
New York
$1.49M +$388K +6,032 +35%
IIA
273
ICW Investment Advisors
Arizona
$1.48M +$56.8K +884 +4%
ECM
274
Element Capital Management
New York
$1.46M +$1.46M +22,721 New
RMDI
275
R.M. Davis Inc
Maine
$1.42M – – –
9 10
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