BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

617 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, 248 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$257M
2
Citadel Advisors
Citadel Advisors
Florida
+$112M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.5M
4
Macquarie Group
Macquarie Group
Australia
+$29.2M
5
TC
TwinBeech Capital
New York
+$19.6M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
-$49.1M
2
Franklin Resources
Franklin Resources
California
-$43.1M
3
Jane Street
Jane Street
New York
-$33.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$31.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$925K -$4.16K -72 -0.4%
BTW
302
Boston Trust Walden
Massachusetts
$916K -$3.92K -68 -0.4%
PTC
303
Private Trust Company
Ohio
$914K – – –
KAS
304
KPP Advisory Services
Kentucky
$897K +$897K +15,549 New
DC
305
Davenport & Co
Virginia
$893K +$50.7K +878 +6%
CT
306
Coastline Trust
Rhode Island
$892K -$34.6K -600 -4%
GI
307
GAMCO Investors
Connecticut
$891K -$21.6K -375 -2%
SEC
308
Seven Eight Capital
New York
$888K +$352K +6,108 +66%
PWM
309
Palumbo Wealth Management
New York
$887K +$568K +9,841 +178%
CIC
310
Crawford Investment Counsel
Georgia
$865K -$21.1K -365 -2%
MC
311
Machina Capital
France
$863K +$863K +14,959 New
SCA
312
Sippican Capital Advisors
Massachusetts
$861K – – –
KRS
313
Kentucky Retirement Systems
Kentucky
$840K -$7.96K -138 -0.9%
PIM
314
Penobscot Investment Management
Massachusetts
$839K – – –
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$830K -$67.2K -1,164 -7%
TSWM
316
Triangle Securities Wealth Management
North Carolina
$812K +$14.2K +246 +2%
SC
317
Sawyer & Company
Massachusetts
$811K – – –
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$810K – – –
ACMA
319
Arbor Capital Management (Alaska)
Alaska
$797K +$2.85K +51 +0.4%
OMC
320
Old Mission Capital
Illinois
$794K +$794K +13,757 New
GCP
321
GSA Capital Partners
United Kingdom
$793K -$151K -2,615 -16%
MGWM
322
Marks Group Wealth Management
Minnesota
$790K +$16K +277 +2%
CFB
323
Cullen/Frost Bankers
Texas
$788K -$231K -4,000 -23%
Rafferty Asset Management
324
Rafferty Asset Management
New York
$786K +$76K +1,318 +11%
VPIM
325
Vanguard Personalized Indexing Management
California
$785K +$282K +4,880 +56%
11 12
13
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