BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

648 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 222 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
222
Reduced
227
Closed
57
Calls
$1.6M
Puts
$574K
Net Calls
+$1.02M
Net Calls Change
+$1.54M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
CIP
Champlain Investment Partners
Vermont
+$158M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$64.6M
4
Jane Street
Jane Street
New York
+$45.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$38.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$179M
2
O
Ossiam
France
-$63.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$38.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$33.4M
5
CS
Credit Suisse
Switzerland
-$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
276
MPS Loria Financial Planners
Illinois
$1.56M – – –
TFA
277
Toth Financial Advisory
Virginia
$1.56M -$14K -209 -0.9%
KNW
278
Kesler Norman & Wride
Utah
$1.55M +$138K +2,071 +10%
EI
279
Ethic Inc
New York
$1.55M -$2.14K -32 -0.1%
JF
280
Jump Financial
Illinois
$1.5M +$1.5M +22,400 New
BG
281
Bahl & Gaynor
Ohio
$1.48M -$143K -2,136 -9%
RMDI
282
R.M. Davis Inc
Maine
$1.47M – – –
VIG
283
Vienna Insurance Group
Poland
$1.46M +$705K +10,558 +94%
CNB
284
Czech National Bank
Czech Republic
$1.45M +$7.75K +116 +0.5%
SPIA
285
Steward Partners Investment Advisory
New York
$1.44M +$33.1K +495 +2%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$1.44M -$6.88K -103 -0.5%
CIAS
287
CFS Investment Advisory Services
New Jersey
$1.44M +$1.44M +21,528 New
CWM
288
CIBC World Markets
New York
$1.43M +$814K +12,185 +132%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$1.4M -$331K -4,960 -19%
FFA
290
First Foundation Advisors
California
$1.4M -$1.74K -26 -0.1%
UAS
291
United Asset Strategies
New York
$1.39M +$142K +2,131 +11%
Corient Private Wealth
292
Corient Private Wealth
Florida
$1.38M -$72.4K -1,084 -5%
PS
293
Pensionfund Sabic
Netherlands
$1.34M – – –
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$1.33M +$64.9K +972 +5%
BPC
295
Banque Pictet & Cie
Switzerland
$1.27M +$1.27M +18,951 New
Creative Planning
296
Creative Planning
Kansas
$1.26M +$75.3K +1,127 +6%
CIC
297
Carnegie Investment Counsel
Ohio
$1.26M +$99.5K +1,490 +9%
CCB
298
Cutter & Co Brokerage
Missouri
$1.25M -$6.61K -99 -0.5%
FBT
299
First Bankers Trust
Kentucky
$1.25M -$117K -1,745 -9%
VAS
300
Vestmark Advisory Solutions
Massachusetts
$1.24M +$50.4K +754 +4%
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