BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$775M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$39M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M
4
Charles Schwab
4
Charles Schwab
California
$67.1M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$108M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$28.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56B
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$76.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.72M
5
State Street
5
State Street
Massachusetts
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$51.7K +750 +4%
IIA
277
ICW Investment Advisors
Arizona
$1.4M +$23.3K +338 +2%
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$1.38M -$58.4K -847 -4%
SC
279
SRB Corp
Massachusetts
$1.38M +$1.38M +19,940 New
LBD
280
Landsberg Bennett & Dubbaneh
Florida
$1.35M +$167K +2,394 +14%
GI
281
GAMCO Investors
Connecticut
$1.32M -$162K -2,342 -11%
CCB
282
Cutter & Co Brokerage
Missouri
$1.31M – – –
TFA
283
Toth Financial Advisory
Virginia
$1.29M -$21.4K -310 -2%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$1.28M +$2.21K +32 +0.2%
SSA
285
Schonfeld Strategic Advisors
New York
$1.26M +$1.26M +18,278 New
Jane Street
286
Jane Street
New York
$1.25M +$1.25M +18,082 New
Skandinaviska Enskilda Banken (SEB)
287
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.24M – – –
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$1.22M +$126K +1,825 +12%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.19M +$203K +2,950 +21%
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$1.18M – – –
Nordea Investment Management
291
Nordea Investment Management
Sweden
$1.18M +$172K +2,468 +17%
SO
292
STRS Ohio
Ohio
$1.17M -$12.3K -178 -1%
PTC
293
Private Trust Company
Ohio
$1.17M -$245K -3,549 -17%
SPIA
294
Steward Partners Investment Advisory
New York
$1.16M +$14.4K +209 +1%
AA
295
Ancora Advisors
Ohio
$1.14M -$49.1K -712 -4%
SF
296
Synovus Financial
Georgia
$1.13M -$12.9K -187 -1%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$1.11M -$127K -1,836 -10%
BTW
298
Boston Trust Walden
Massachusetts
$1.1M – – –
KAS
299
Kestra Advisory Services
Texas
$1.09M -$814K -11,801 -43%
SC
300
Sawyer & Company
Massachusetts
$1.09M -$55.8K -810 -5%
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