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 %
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$801K – – –
LAM
302
LECAP Asset Management
United Kingdom
$789K +$789K +13,811 New
SC
303
Sawyer & Company
Massachusetts
$777K -$25.7K -450 -3%
WSTAM
304
Wilbanks Smith & Thomas Asset Management
Virginia
$764K -$2.97K -52 -0.4%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$753K – – –
CFGS
306
Concourse Financial Group Securities
Alabama
$751K +$6.94K +121 +0.9%
AWA
307
Arkadios Wealth Advisors
Georgia
$737K +$1.43K +25 +0.2%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$714K -$11.4K -199 -2%
RB
309
Rodgers Brothers
Pennsylvania
$714K +$714K +12,496 New
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$705K -$10.3K -180 -1%
UAS
311
United Asset Strategies
New York
$705K +$21.8K +382 +3%
OAM
312
Ostrum Asset Management
France
$693K +$594K +10,401 +598%
PI
313
PineBridge Investments
New York
$678K +$294K +5,157 +77%
SAM
314
Silvercrest Asset Management
New York
$677K -$3.94K -69 -0.6%
MFGM
315
Marshall Financial Group (Maryland)
Maryland
$676K -$4.11K -72 -0.6%
LJAC
316
L.J. Altfest & Co
New York
$670K – – –
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$669K -$152K -2,661 -19%
KAS
318
Kestra Advisory Services
Texas
$664K -$78.2K -1,370 -11%
BP
319
Ballentine Partners
Massachusetts
$663K +$403K +7,062 +155%
IAIM
320
International Assets Investment Management
Florida
$662K +$628 +11 +0.1%
CB
321
Commerce Bank
Missouri
$659K -$23.1K -404 -3%
SAM
322
Securian Asset Management
Minnesota
$658K -$87.5K -1,532 -12%
PFS
323
Prospera Financial Services
Texas
$655K +$266K +4,659 +68%
PCS
324
Private Client Services
Kentucky
$646K +$646K +11,320 New
DFG
325
Dupree Financial Group
Kentucky
$646K +$646K +11,315 New
11 12
13
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