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Brown-Forman Class B

637 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $12.1B → $10B (-$2.05B)

20% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 249

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.28M
Puts
$2.3M
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$24.5M
3 +$16.9M
4
Charles Schwab
Charles Schwab
California
+$12.6M
5
ProShare Advisors
ProShare Advisors
Maryland
+$11.6M

Top Sellers

1 -$46.3M
2 -$39.1M
3 -$28.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.9M
5
State Street
State Street
Massachusetts
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$893K
327
$878K
328
$876K
329
$870K
330
$862K
331
$857K
332
$856K
333
$852K
334
$838K
335
$837K
336
$834K
337
$833K
338
$833K
339
$832K
340
$827K
341
$818K
342
$809K
343
$790K
344
$785K
345
$779K
346
$778K
347
$776K
348
$772K
349
$766K
350
$758K