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Brown-Forman Class B

637 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $12.1B → $10B (-$2.05B)

20% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 249

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.28M
Puts
$2.3M
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$24.5M
3 +$16.9M
4
Charles Schwab
Charles Schwab
California
+$12.6M
5
ProShare Advisors
ProShare Advisors
Maryland
+$11.6M

Top Sellers

1 -$46.3M
2 -$39.1M
3 -$28.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.9M
5
State Street
State Street
Massachusetts
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$574K
377
$571K
378
$562K
379
$556K
380
$555K
381
$554K
382
$554K
383
$540K
384
$538K
385
$536K
386
$532K
387
$513K
388
$509K
389
$507K
390
$503K
391
$501K
392
$492K
393
$491K
394
$491K
395
$490K
396
$484K
397
$479K
398
$478K
399
$470K
400
$469K