BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

506 hedge funds and large institutions have $6.18B invested in Brown-Forman Class B in 2018 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 184 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
11.29%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.25%
New
54
Increased
160
Reduced
184
Closed
56
Calls
$945K
Puts
$623K
Net Calls
+$322K
Net Calls Change
+$5.45M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
$103M
2
CIP
Champlain Investment Partners
Vermont
$68.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
BP
BBR Partners
New York
$109M
5
State Street
State Street
Massachusetts
$505M

Top Sellers

1
Millennium Management
Millennium Management
New York
$30.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$108M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.8M
4
Goldman Sachs
Goldman Sachs
New York
$103M
5
Invesco
Invesco
Georgia
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
401
Lugano Financial Advisors SA (LFA)
Switzerland
$85K – – –
QCIG
402
Quad-Cities Investment Group
Iowa
$83K – – –
FQ
403
First Quadrant
California
$81K -$14.3M -301,436 -99%
BFC
404
Bedel Financial Consulting
Indiana
$80K – – –
MFW
405
Mosaic Family Wealth
Missouri
$76K – – –
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$76K +$9.03K +191 +13%
MCM
407
Manchester Capital Management
Vermont
$69K – – –
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$68K – – –
BCA
409
Berman Capital Advisors
Georgia
$63K +$63K +1,341 New
VIM
410
Veritas Investment Management
United Kingdom
$60K +$60K +1,260 New
VFA
411
Valeo Financial Advisors
Indiana
$58K -$287 -6 -0.5%
QCG
412
Quadrant Capital Group
Ohio
$57K +$2K +44 +4%
JFA
413
JNBA Financial Advisors
Minnesota
$55K +$55K +1,163 New
CWA
414
Clarus Wealth Advisors
Arizona
$52K +$4.48K +95 +9%
CIAS
415
Capital Investment Advisory Services
North Carolina
$49K +$49K +1,035 New
PA
416
Perennial Advisors
New York
$48K – – –
HCA
417
Heck Capital Advisors
Wisconsin
$47.6K – – –
MSA
418
Marino Stram & Associates
Massachusetts
$47K – – –
THWM
419
Taylor Hoffman Wealth Management
Virginia
$46K -$5.89K -125 -11%
CAL
420
Capital Analysts LLC
Pennsylvania
$45K -$224K -4,664 -83%
BWP
421
Baldwin Wealth Partners
Massachusetts
$44K – – –
GWM
422
Geneos Wealth Management
Colorado
$44K +$3.54K +76 +9%
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$42K – – –
SFSIG
424
San Francisco Sentry Investment Group
California
$42K +$2.83K +59 +7%
MA
425
MCF Advisors
Kentucky
$38K -$7.81K -165 -17%
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