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 %
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$332K -5,811 -20%
MLFP
252
MPS Loria Financial Planners
Illinois
$1.34M -$401 -7 -0%
AWM
253
AE Wealth Management
Kansas
$1.34M -$667K -11,764 -33%
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
$1.33M +$94.9K +1,662 +8%
QCM
255
Quantinno Capital Management
New York
$1.32M +$800K +14,023 +154%
LMKC
256
L.M. Kohn & Company
Ohio
$1.32M -$36.3K -635 -3%
KNW
257
Kesler Norman & Wride
Utah
$1.31M +$35K +613 +3%
AIP
258
Ameritas Investment Partners
Nebraska
$1.29M +$97K +1,699 +8%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$1.27M +$127K +2,221 +11%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$1.26M +$219K +3,832 +21%
BG
261
Bahl & Gaynor
Ohio
$1.25M -$3.03K -53 -0.2%
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$1.24M -$139K -2,432 -10%
Creative Planning
263
Creative Planning
Kansas
$1.22M +$121K +2,123 +11%
Canada Pension Plan Investment Board
264
Canada Pension Plan Investment Board
Ontario, Canada
$1.2M -$11.9M -207,558 -91%
TRCT
265
Tower Research Capital (TRC)
New York
$1.19M +$523K +9,166 +79%
VIG
266
Vienna Insurance Group
Poland
$1.17M -$311K -5,442 -21%
FFA
267
First Foundation Advisors
California
$1.17M -$20.4K -357 -2%
TFA
268
Toth Financial Advisory
Virginia
$1.16M -$139K -2,427 -11%
BFM
269
Boothbay Fund Management
New York
$1.1M -$53K -929 -5%
PWM
270
Palumbo Wealth Management
New York
$1.07M +$197K +3,446 +22%
FBT
271
First Bankers Trust
Kentucky
$1.07M – – –
ISL
272
Ingalls & Snyder LLC
New York
$1.06M -$400K -7,000 -27%
CCB
273
Cutter & Co Brokerage
Missouri
$1.05M -$21.4K -375 -2%
DT
274
Diversified Trust
Tennessee
$1.03M +$316K +5,535 +44%
VPIM
275
Vanguard Personalized Indexing Management
California
$1.02M +$244K +4,273 +31%
9 10
11
12 13