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Brown-Forman Class B

401 hedge funds and large institutions have $6.39B invested in Brown-Forman Class B in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 138 increasing their positions, 155 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+9
Holders Change %
+2.3%
% of All Funds
11.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
33
Increased
138
Reduced
155
Closed
21
Calls
$40.2M
Puts
$2.89M
Net Calls
+$37.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
376
WFG Advisors
Texas
$42K +$212 +7 +0.5%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$41K +$1.67K +56 +4%
FNBT
378
FineMark National Bank & Trust
Florida
$39K -$9.37K -313 -19%
IMS
379
Index Management Solutions
Pennsylvania
$34K +$7.75K +260 +30%
MAM
380
Mizuho Asset Management
Japan
$28K
MFS
381
MSI Financial Services
Massachusetts
$27K +$122 +4 +0.5%
ST
382
Spot Trading
Illinois
$23K +$23K +769 New
BFEC
383
Benjamin F. Edwards & Company
Missouri
$21K
CFN
384
Cordasco Financial Network
Florida
$19K
RIA
385
Regal Investment Advisors
Michigan
$19K +$19K +625 New
BAM
386
Barrett Asset Management
New York
$18K
PAS
387
Partnervest Advisory Services
California
$18K
Envestnet Asset Management
388
Envestnet Asset Management
Illinois
$17K -$72.1K -2,438 -81%
GSC
389
Ground Swell Capital
South Carolina
$17K +$17K +569 New
CTC
390
Central Trust Company
Missouri
$16K
EWM
391
Evercore Wealth Management
New York
$14K
RFA
392
Reilly Financial Advisors
California
$11K
DADC
393
D.A. Davidson & Co
Montana
$9K -$12.6K -469 -58%
CAW
394
Cornerstone Advisors (Washington)
Washington
$8K +$1.53K +53 +24%
BBHC
395
Brown Brothers Harriman & Co
New York
$7K
MA
396
MUFG Americas
New York
$7K +$6.91K +219 +7,300%
FAM
397
Fred Alger Management
New York
$7K +$7K +238 New
CGI
398
CI Global Investments
California
$5K
TFO
399
Tarbox Family Office
California
$3K
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$3K