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Brown-Forman Class B

620 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $9.5M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.08M
Puts
$9.5M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.1M
3 -$33.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.3M
277
$1.29M
278
$1.29M
279
$1.29M
280
$1.27M
281
$1.25M
282
$1.21M
283
$1.2M
284
$1.2M
285
$1.16M
286
$1.16M
287
$1.16M
288
$1.15M
289
$1.13M
290
$1.11M
291
$1.09M
292
$1.08M
293
$1.08M
294
$1.07M
295
$1.05M
296
$1.05M
297
$1.01M
298
$975K
299
$950K
300
$937K