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 %
EDRH
326
Edmond de Rothschild Holding
Switzerland
$639K -$13.6K -238 -2%
BCP
327
Blackhawk Capital Partners
Wisconsin
$638K +$638K +11,182 New
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$634K -$11.4K -200 -2%
BAMF
329
BI Asset Management Fondsmaeglerselskab
Denmark
$633K +$344K +6,022 +119%
CT
330
Coastline Trust
Rhode Island
$626K -$257K -4,501 -29%
ACM
331
Advisors Capital Management
New Jersey
$611K -$15.2K -267 -2%
SWP
332
Strategic Wealth Partners
Ohio
$609K +$609K +10,673 New
IFS
333
Intelligent Financial Strategies
Minnesota
$609K -$80K -1,395 -12%
AA
334
ALPS Advisors
Colorado
$597K +$2.91K +51 +0.5%
M&T Bank
335
M&T Bank
New York
$595K +$9.25K +162 +2%
GIA
336
Gateway Investment Advisers
Ohio
$592K -$115K -2,008 -16%
NHC
337
Nicholas Hoffman & Company
Georgia
$580K +$7.25K +127 +1%
Mercer Global Advisors
338
Mercer Global Advisors
Colorado
$571K -$971 -17 -0.2%
Nomura Holdings
339
Nomura Holdings
Japan
$571K +$348K +6,095 +156%
CGH
340
Crossmark Global Holdings
Texas
$564K +$399 +7 +0.1%
NMERB
341
New Mexico Educational Retirement Board
New Mexico
$545K – – –
NB
342
NBT Bank
New York
$545K – – –
DPAM
343
Degroof Petercam Asset Management
Belgium
$542K +$542K +9,500 New
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$538K +$9.31K +163 +2%
EDRIA
345
Edmonds Duncan Registered Investment Advisors
Kansas
$533K -$2.57K -45 -0.5%
AIMCA
346
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$525K – – –
Allspring Global Investments
347
Allspring Global Investments
North Carolina
$515K -$19.9K -349 -4%
TCM
348
Tufton Capital Management
Maryland
$514K -$27.2K -477 -5%
AFS
349
Annapolis Financial Services
Maryland
$512K – – –
LCM
350
LVM Capital Management
Michigan
$508K – – –
12 13
14
15 16