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 %
GA
376
GSG Advisors
New Jersey
$400K +$400K +7,165 New
CIA
377
Citadel Investment Advisory
Ohio
$389K – – –
TSS
378
Two Sigma Securities
New York
$389K +$389K +6,812 New
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$383K -$28.5K -499 -7%
IC
380
IEQ Capital
California
$382K +$107K +1,874 +39%
UCFA
381
United Capital Financial Advisors
Texas
$382K +$382K +6,693 New
SFA
382
Sequoia Financial Advisors
Ohio
$376K +$129K +2,256 +52%
Millennium Management
383
Millennium Management
New York
$374K -$8.02M -140,496 -96%
NB
384
Norinchukin Bank
Japan
$373K -$39.7K -696 -10%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$372K +$857 +15 +0.2%
FCCM
386
First City Capital Management
Georgia
$371K -$34.5K -604 -9%
BWA
387
Beam Wealth Advisors
Louisiana
$369K +$457 +8 +0.1%
BSW
388
Buckingham Strategic Wealth
Missouri
$359K -$21.9K -383 -6%
EWA
389
EP Wealth Advisors
California
$358K +$7.82K +137 +2%
ABC
390
Associated Banc-Corp
Wisconsin
$355K -$14.3K -250 -4%
RCA
391
Resonant Capital Advisors
Wisconsin
$348K +$44.1K +770 +15%
EF
392
Empirical Finance
Pennsylvania
$348K -$13.1K -230 -4%
OIA
393
OneDigital Investment Advisors
Kansas
$344K +$8.22K +144 +2%
AM
394
AGF Management
Ontario, Canada
$342K -$9.94K -174 -3%
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$342K +$11.6K +203 +4%
GXJ
396
Global X Japan
Japan
$340K +$340K +5,951 New
Two Sigma Investments
397
Two Sigma Investments
New York
$337K +$337K +5,900 New
TPI
398
Trust Point Inc
Wisconsin
$336K +$336K +5,876 New
Squarepoint
399
Squarepoint
New York
$335K +$51K +894 +18%
RMDI
400
R.M. Davis Inc
Maine
$334K -$722K -12,650 -68%
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