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 %
HCM
351
Howland Capital Management
Massachusetts
$502K – – –
RP
352
Rowlandmiller & Partners
Georgia
$487K -$32.8K -575 -6%
Balyasny Asset Management
353
Balyasny Asset Management
Illinois
$479K -$53.6M -939,454 -99%
Lido Advisors
354
Lido Advisors
California
$470K +$745 +13 +0.2%
LSPW
355
Lake Street Private Wealth
Illinois
$464K +$464K +8,129 New
RWP
356
RWA Wealth Partners
Massachusetts
$463K +$463K +8,104 New
AA
357
Ancora Advisors
Ohio
$461K +$7.14K +125 +2%
TMAM
358
Tokio Marine Asset Management
Japan
$447K +$48.6K +851 +12%
RGF
359
Retirement Guys Formula
Ohio
$446K +$22.3K +390 +5%
IAA
360
Independent Advisor Alliance
North Carolina
$444K -$151K -2,640 -25%
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
$439K -$886K -15,509 -67%
MWA
362
Monograph Wealth Advisors
California
$435K +$5.16K +90 +1%
KAS
363
KPP Advisory Services
Kentucky
$435K -$453K -7,939 -51%
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$434K -$4.74K -83 -1%
MLICM
365
Metropolitan Life Insurance Company (MetLife)
New York
$425K -$6.97K -122 -2%
William Blair & Company
366
William Blair & Company
Illinois
$422K +$40.1K +702 +11%
SC
367
Saybrook Capital
North Carolina
$421K – – –
BL
368
Balentine LLC
Georgia
$421K +$207K +3,627 +97%
AIS
369
American Investment Services
Massachusetts
$414K +$1.43K +25 +0.3%
HI
370
Hendershot Investments
Virginia
$414K +$88.6K +1,551 +27%
TSWM
371
Triangle Securities Wealth Management
North Carolina
$414K -$390K -6,830 -49%
IMCOOI
372
Investment Management Corp of Ontario (IMCO)
Canada
$413K +$413K +7,234 New
MCM
373
MAI Capital Management
Ohio
$412K +$30.1K +527 +8%
TFA
374
Teamwork Financial Advisors
Texas
$407K -$923K -16,162 -69%
JIC
375
Joel Isaacson & Co
New York
$407K – – –
13 14
15
16 17