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Brown-Forman Class B

581 hedge funds and large institutions have $7.49B invested in Brown-Forman Class B in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-26
Holders Change %
-4.28%
% of All Funds
8.45%
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
208
Reduced
217
Closed
92
Calls
$28.8M
Puts
$14.7M
Net Calls
+$14M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$645K -$54.4K -1,243 -8%
CIC
302
Crawford Investment Counsel
Georgia
$645K +$25.5K +590 +4%
SCA
303
Sippican Capital Advisors
Massachusetts
$644K -$43 -1 -0%
Verition Fund Management
304
Verition Fund Management
Connecticut
$642K -$1.1M -25,404 -63%
KNW
305
Kesler Norman & Wride
Utah
$641K -$293K -6,778 -31%
TRSOTSOK
306
Teachers Retirement System of the State of Kentucky
Kentucky
$639K
GI
307
GAMCO Investors
Connecticut
$633K -$17.3K -400 -3%
O
308
Ossiam
France
$624K -$8.27M -191,579 -93%
PTC
309
Private Trust Company
Ohio
$624K -$52.2K -1,208 -8%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$621K +$28K +649 +5%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$606K
MSU
312
Mizuho Securities USA
New York
$596K +$596K +13,801 New
MFGM
313
Marshall Financial Group (Maryland)
Maryland
$595K +$108K +2,512 +22%
FRM
314
Fox Run Management
Connecticut
$593K +$593K +13,736 New
MGP
315
Metis Global Partners
California
$593K -$43.2K -1,000 -7%
TSMHT
316
Thurston Springer Miller Herd & Titak
Indiana
$591K +$591K +13,678 New
PMFA
317
Plante Moran Financial Advisors
Michigan
$589K -$26.2K -607 -4%
KRS
318
Kentucky Retirement Systems
Kentucky
$583K -$10.5K -242 -2%
CA
319
Clearstead Advisors
Ohio
$580K +$573K +13,262 +7,451%
PIM
320
Penobscot Investment Management
Massachusetts
$579K -$40.2K -930 -6%
SC
321
Sawyer & Company
Massachusetts
$575K -$3.46K -80 -0.6%
CFGS
322
Concourse Financial Group Securities
Alabama
$575K +$7.29K +168 +1%
AWA
323
Arkadios Wealth Advisors
Georgia
$569K +$8.81K +204 +2%
Lido Advisors
324
Lido Advisors
California
$567K +$209K +4,808 +58%
RB
325
Rodgers Brothers
Pennsylvania
$561K +$21.6K +500 +4%