BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$740K -$276K -4,300 -27%
SBH
352
Segall Bryant & Hamill
Illinois
$730K -$66.4K -1,035 -8%
IAIM
353
International Assets Investment Management
Florida
$727K +$578 +9 +0.1%
SPC
354
Sigma Planning Corp
Michigan
$724K +$45.2K +704 +7%
VIG
355
Vienna Insurance Group
Poland
$723K +$723K +11,245 New
CB
356
Commerce Bank
Missouri
$721K -$13.5K -210 -2%
Vontobel Holding
357
Vontobel Holding
Switzerland
$716K +$208K +3,244 +41%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$711K +$51.5K +802 +8%
HWAM
359
Hennion & Walsh Asset Management
New Jersey
$696K +$367K +5,709 +111%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$688K +$34.4K +536 +5%
M&T Bank
361
M&T Bank
New York
$687K +$48.7K +759 +8%
TA
362
Townsend & Associates
Colorado
$684K +$278K +4,266 +68%
RC
363
Roundview Capital
New Jersey
$676K +$771 +12 +0.1%
ABC
364
Associated Banc-Corp
Wisconsin
$658K -$16.1K -250 -2%
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$657K -$23.3K -363 -3%
MGP
366
Metis Global Partners
California
$653K +$18.3K +285 +3%
IAA
367
Independent Advisor Alliance
North Carolina
$647K +$647K +10,069 New
NHC
368
Nicholas Hoffman & Company
Georgia
$642K -$44.5K -692 -6%
Wealthfront Advisers
369
Wealthfront Advisers
California
$623K -$449K -6,986 -42%
TCM
370
Tufton Capital Management
Maryland
$609K – – –
CGH
371
Crossmark Global Holdings
Texas
$607K -$4.5K -70 -0.7%
MM
372
MQS Management
New York
$604K +$236K +3,678 +64%
EDRIA
373
Edmonds Duncan Registered Investment Advisors
Kansas
$603K – – –
CWM
374
CIBC World Markets
New York
$594K -$787K -12,250 -57%
AIMCA
375
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$591K +$591K +9,200 New
13 14
15
16 17