BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
301
Carnegie Investment Counsel
Ohio
$1.11M -$66.2K -1,030 -6%
TFA
302
Teamwork Financial Advisors
Texas
$1.08M +$87.9K +1,368 +9%
PMFA
303
Plante Moran Financial Advisors
Michigan
$1.08M -$17.8K -277 -2%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$1.07M – – –
BC
305
Bartlett & Co
Ohio
$1.07M -$31K -480 -3%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$1.07M -$30.9K -480 -3%
CSS
307
Cubist Systematic Strategies
Connecticut
$1.05M -$4.3M -66,886 -80%
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M – – –
CT
309
Coastline Trust
Rhode Island
$1.04M -$102K -1,591 -9%
KAS
310
Kestra Advisory Services
Texas
$1.03M -$57.3K -892 -5%
BTW
311
Boston Trust Walden
Massachusetts
$1.03M – – –
IFU
312
iSAM Funds (UK)
United Kingdom
$1.02M +$1.02M +15,931 New
MFG
313
Monumental Financial Group
Maryland
$1.02M +$73.8K +1,148 +8%
PTC
314
Private Trust Company
Ohio
$1.02M – – –
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$1M +$84.3K +1,312 +9%
GAM
316
Gotham Asset Management
New York
$1,000K +$446K +6,945 +81%
HIMCH
317
Hartford Investment Management Co (HIMCO)
Connecticut
$990K +$141K +2,193 +17%
KLC
318
Knowledge Leaders Capital
Colorado
$981K -$28.8K -448 -3%
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
$977K -$238K -3,698 -20%
SAM
320
Securian Asset Management
Minnesota
$973K -$6.43K -100 -0.7%
SCA
321
Sippican Capital Advisors
Massachusetts
$959K – – –
PIM
322
Penobscot Investment Management
Massachusetts
$956K -$72.6K -1,130 -7%
CBNLCF
323
Cognios Beta Neutral Large Cap Fund
Kansas
$956K +$42.6K +670 +5%
AIM
324
Aigen Investment Management
New York
$948K -$4.59M -71,441 -83%
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$933K +$42.4K +660 +5%
11 12
13
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