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Brown-Forman Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
351
Sippican Capital Advisors
Massachusetts
$567K
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$558K +$558K +14,683 New
PTC
353
Private Trust Company
Ohio
$556K +$8.2K +216 +1%
SFO
354
Stokes Family Office
Louisiana
$555K +$555K +14,625 New
MML Investors Services
355
MML Investors Services
Massachusetts
$554K +$554K +14,584 New
GI
356
GAMCO Investors
Connecticut
$549K
CIC
357
Crawford Investment Counsel
Georgia
$522K -$206K -5,416 -28%
TRSOTSOK
358
Teachers Retirement System of the State of Kentucky
Kentucky
$520K
AIM
359
Aigen Investment Management
New York
$513K +$60.8K +1,601 +13%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$508K
CA
361
Clearstead Advisors
Ohio
$508K +$38 +1 +0%
UCFA
362
United Capital Financial Advisors
Texas
$497K -$693K -18,248 -58%
AWA
363
Arkadios Wealth Advisors
Georgia
$496K +$11.7K +308 +2%
CFS
364
CRA Financial Services
New Jersey
$494K +$494K +13,007 New
BBHC
365
Brown Brothers Harriman & Co
New York
$492K -$45.3K -1,193 -8%
Focus Partners Wealth
366
Focus Partners Wealth
Massachusetts
$491K +$81.4K +2,142 +20%
GWP
367
Gen-Wealth Partners
Michigan
$488K +$65.4K +1,721 +15%
SG Americas Securities
368
SG Americas Securities
New York
$485K -$3.59M -94,602 -88%
TI
369
Tidal Investments
Wisconsin
$479K +$53.9K +1,419 +13%
KRS
370
Kentucky Retirement Systems
Kentucky
$478K -$6.57K -173 -1%
IAIM
371
International Assets Investment Management
Florida
$473K -$20.5M -551,652 -98%
PMFA
372
Plante Moran Financial Advisors
Michigan
$470K -$43.4K -1,143 -8%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$466K +$243K +6,404 +109%
RC
374
Rovin Capital
Arizona
$465K -$55.3K -1,456 -11%
AA
375
ABC Arbitrage
France
$455K +$455K +11,976 New