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 %
LP
326
LMR Partners
United Kingdom
$612K +$612K +12,443 New
M&T Bank
327
M&T Bank
New York
$611K +$152K +3,098 +33%
NHC
328
Nicholas Hoffman & Company
Georgia
$596K +$120K +2,438 +25%
LMKC
329
L.M. Kohn & Company
Ohio
$594K -$7.13K -145 -1%
AIM
330
Aigen Investment Management
New York
$585K -$2.19M -44,593 -79%
MSU
331
Mizuho Securities USA
New York
$585K -$94.2K -1,914 -14%
SAM
332
Silvercrest Asset Management
New York
$584K – – –
LJAC
333
L.J. Altfest & Co
New York
$579K – – –
Nordea Investment Management
334
Nordea Investment Management
Sweden
$576K – – –
LI
335
Lafayette Investments
Maryland
$576K +$26.9K +547 +5%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$571K +$44.4K +901 +8%
PCS
337
Private Client Services
Kentucky
$561K +$1.28K +26 +0.2%
IAS
338
Insigneo Advisory Services
Florida
$558K – – –
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$557K -$6.49K -132 -1%
CCM
340
Coldstream Capital Management
Washington
$551K +$193K +3,977 +54%
TI
341
Tidal Investments
Wisconsin
$550K -$388K -7,886 -41%
Credit Agricole
342
Credit Agricole
France
$549K +$49 +1 +0%
AIP
343
Ameritas Investment Partners
Nebraska
$539K +$61.7K +1,254 +13%
ACM
344
Advisors Capital Management
New Jersey
$533K +$16.2K +330 +3%
RIM
345
Rakuten Investment Management
Japan
$532K +$146K +3,023 +38%
Focus Partners Wealth
346
Focus Partners Wealth
Massachusetts
$530K +$530K +10,775 New
OAC
347
OMERS Administration Corp
Ontario, Canada
$523K – – –
FFA
348
Farther Finance Advisors
California
$516K -$17.7K -359 -3%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$507K +$9.84K +200 +2%
GWP
350
Gen-Wealth Partners
Michigan
$506K +$44K +969 +10%
12 13
14
15 16