BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

625 hedge funds and large institutions have $7.01B invested in Brown-Forman Class B in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 190 increasing their positions, 232 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+20
Holders Change %
+3.31%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
120
Increased
190
Reduced
232
Closed
89
Calls
$27.6M
Puts
$12M
Net Calls
+$15.6M
Net Calls Change
+$1.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$106M
2
Man Group
Man Group
United Kingdom
$50.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$37.2M
4
UBS Group
UBS Group
Switzerland
$48.3M
5
Citadel Advisors
Citadel Advisors
Florida
$33.6M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
$207M
2
State Street
State Street
Massachusetts
$475M
3
Millennium Management
Millennium Management
New York
$32.9M
4
Goldman Sachs
Goldman Sachs
New York
$94.1M
5
CIP
Champlain Investment Partners
Vermont
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDDEC
326
Caisse Des Depots Et Consignations
France
$668K +$668K +17,600 New
CWR
327
Chico Wealth RIA
California
$666K +$418 +11 +0.1%
FFA
328
First Foundation Advisors
California
$660K -$2.77K -73 -0.4%
MSU
329
Mizuho Securities USA
New York
$656K +$204K +5,374 +45%
HIP
330
HUB Investment Partners
Texas
$649K +$649K +17,082 New
ISL
331
Ingalls & Snyder LLC
New York
$645K – – –
Public Employees Retirement Association of Colorado
332
Public Employees Retirement Association of Colorado
Colorado
$642K – – –
KIA
333
Knollwood Investment Advisory
Maryland
$640K – – –
OQS
334
Occudo Quantitative Strategies
Florida
$623K +$623K +16,412 New
NEI
335
Northwest & Ethical Investments
Ontario, Canada
$623K +$623K +16,407 New
TSMHT
336
Thurston Springer Miller Herd & Titak
Indiana
$620K +$43.4K +1,143 +8%
SA
337
SRN Advisors
Pennsylvania
$620K +$620K +16,317 New
CCB
338
Cutter & Co Brokerage
Missouri
$619K -$30.9K -813 -5%
CIAS
339
CFS Investment Advisory Services
New Jersey
$602K -$8.66K -228 -1%
Rafferty Asset Management
340
Rafferty Asset Management
New York
$601K +$63.3K +1,666 +12%
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$594K -$3.04K -80 -0.5%
MFGM
342
Marshall Financial Group (Maryland)
Maryland
$592K +$65.9K +1,735 +13%
WS
343
Wedbush Securities
California
$591K +$353K +9,294 +148%
IAA
344
Independent Advisor Alliance
North Carolina
$589K +$112K +2,936 +23%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$585K +$204K +5,376 +54%
IG
346
ING Group
Netherlands
$580K +$1.63K +43 +0.3%
MGP
347
Metis Global Partners
California
$579K +$19K +500 +3%
SA
348
Sanctuary Advisors
Indiana
$573K +$50.2K +1,511 +10%
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$572K -$315K -8,293 -36%
NIM
350
Northeast Investment Management
Massachusetts
$571K -$538K -14,168 -49%
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