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 %
CWR
276
Chico Wealth RIA
California
$1M – – –
AAS
277
Avantax Advisory Services
Texas
$975K +$975K +17,084 New
TAF
278
Tredje AP-fonden
Sweden
$965K – – –
DC
279
Davenport & Co
Virginia
$962K +$78K +1,366 +9%
ET
280
Entropy Technologies
New York
$947K +$947K +16,586 New
SCA
281
Sippican Capital Advisors
Massachusetts
$935K +$82.8K +1,450 +10%
MML Investors Services
282
MML Investors Services
Massachusetts
$915K +$451K +7,908 +97%
BTW
283
Boston Trust Walden
Massachusetts
$907K – – –
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$898K -$41.7K -730 -4%
PTC
285
Private Trust Company
Ohio
$896K -$8.85K -155 -1%
ACMA
286
Arbor Capital Management (Alaska)
Alaska
$886K +$90K +1,613 +11%
HWAM
287
Hennion & Walsh Asset Management
New Jersey
$885K -$42.4K -743 -5%
MGWM
288
Marks Group Wealth Management
Minnesota
$881K +$99.5K +1,742 +13%
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$878K – – –
GI
290
GAMCO Investors
Connecticut
$860K -$21.4K -375 -2%
CIC
291
Crawford Investment Counsel
Georgia
$855K -$1.26K -22 -0.1%
Pacer Advisors
292
Pacer Advisors
Pennsylvania
$843K -$588K -10,295 -41%
MGP
293
Metis Global Partners
California
$840K +$99.8K +1,748 +13%
PMFA
294
Plante Moran Financial Advisors
Michigan
$836K -$85.1K -1,490 -9%
KRS
295
Kentucky Retirement Systems
Kentucky
$836K +$4.11K +72 +0.5%
PIM
296
Penobscot Investment Management
Massachusetts
$836K +$5.14K +90 +0.6%
Teacher Retirement System of Texas
297
Teacher Retirement System of Texas
Texas
$814K -$558K -9,771 -41%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$810K +$32.5K +570 +4%
SSA
299
Schonfeld Strategic Advisors
New York
$809K +$809K +14,167 New
CFB
300
Cullen/Frost Bankers
Texas
$806K +$26K +455 +3%
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12
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