BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

605 hedge funds and large institutions have $9.07B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 244 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+24
Holders Change %
+4.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
244
Reduced
180
Closed
57
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$430M
2
Millennium Management
Millennium Management
New York
$131M
3
State Street
State Street
Massachusetts
$707M
4
Lazard Asset Management
Lazard Asset Management
New York
$163M
5
Vontobel Holding
Vontobel Holding
Switzerland
$72.5M

Top Sellers

1
GT
Glenview Trust
Kentucky
$30.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
$493M
4
Principal Financial Group
Principal Financial Group
Iowa
$11.4M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
301
Schonfeld Strategic Advisors
New York
$724K -$3.56M -72,342 -83%
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$722K – – –
GI
303
GAMCO Investors
Connecticut
$712K -$9.84K -200 -1%
PTC
304
Private Trust Company
Ohio
$710K -$738 -15 -0.1%
AFT
305
Alpha Family Trust
California
$708K +$708K +14,400 New
PIM
306
Penobscot Investment Management
Massachusetts
$705K +$45.3K +920 +7%
O
307
Ossiam
France
$702K -$8.36K -170 -1%
BBHC
308
Brown Brothers Harriman & Co
New York
$697K -$495K -10,056 -42%
Rafferty Asset Management
309
Rafferty Asset Management
New York
$696K -$11.2K -228 -2%
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
$694K +$447K +9,079 +181%
CLOS
311
Compagnie Lombard Odier SCmA
Switzerland
$689K -$197K -4,000 -22%
MFGM
312
Marshall Financial Group (Maryland)
Maryland
$682K +$3.35K +68 +0.5%
NP
313
NorthRock Partners
Minnesota
$680K +$680K +13,772 New
TRSOTSOK
314
Teachers Retirement System of the State of Kentucky
Kentucky
$674K -$54.4K -1,105 -7%
RC
315
Rovin Capital
Arizona
$674K +$674K +13,690 New
PMFA
316
Plante Moran Financial Advisors
Michigan
$665K -$6.54K -133 -1%
CA
317
Clearstead Advisors
Ohio
$659K -$2.71K -55 -0.4%
SC
318
Sawyer & Company
Massachusetts
$652K -$2.71K -55 -0.4%
SA
319
Sanctuary Advisors
Indiana
$651K +$57K +1,378 +10%
NWMG
320
Nicholson Wealth Management Group
South Carolina
$647K +$647K +13,156 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$635K +$96K +1,951 +18%
RB
322
Rodgers Brothers
Pennsylvania
$631K -$8.61K -175 -1%
KRS
323
Kentucky Retirement Systems
Kentucky
$628K -$35.4K -719 -5%
AWA
324
Arkadios Wealth Advisors
Georgia
$627K -$21.3K -432 -3%
IAA
325
Independent Advisor Alliance
North Carolina
$619K +$60.6K +1,232 +11%
11 12
13
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