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Brown-Forman Class B

620 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $9.5M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.08M
Puts
$9.5M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.1M
3 -$33.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$513K
377
$507K
378
$505K
379
$497K
380
$472K
381
$469K
382
$463K
383
$459K
384
$455K
385
$444K
386
$444K
387
$438K
388
$437K
389
$434K
390
$429K
391
$428K
392
$425K
393
$417K
394
$417K
395
$415K
396
$411K
397
$410K
398
$403K
399
$393K
400
$393K