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Brown-Forman Class B

535 hedge funds and large institutions have $7.45B invested in Brown-Forman Class B in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+29
Holders Change %
+5.73%
% of All Funds
11.6%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
63
Increased
204
Reduced
159
Closed
32
Calls
$2.74M
Puts
$26K
Net Calls
+$2.71M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$241K -$130K -2,466 -35%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$241K -$2.42K -46 -1%
Luther King Capital Management (LKCM)
403
Luther King Capital Management (LKCM)
Texas
$239K -$325K -6,146 -58%
SWA
404
Sutton Wealth Advisors
Florida
$239K
WAM
405
Wolverine Asset Management
Illinois
$234K +$234K +4,442 New
First Manhattan
406
First Manhattan
New York
$227K
SC
407
SouthState Corp
Florida
$227K +$227K +4,315 New
PFS
408
Prospera Financial Services
Texas
$225K +$225K +4,246 New
IRF
409
IBM Retirement Fund
New York
$224K
CIC
410
Chilton Investment Company
Connecticut
$217K -$644K -12,230 -75%
AP
411
Advisor Partners
California
$214K -$26K -493 -11%
OIWM
412
OptiFour Integrated Wealth Management
Virginia
$214K +$214K +4,048 New
FB
413
Fulton Bank
Pennsylvania
$211K +$211K +4,000 New
KeyBank National Association
414
KeyBank National Association
Ohio
$211K +$211K +4,007 New
SFG
415
SevenBridge Financial Group
Pennsylvania
$205K
OAM
416
Oppenheimer Asset Management
New York
$198K +$582 +11 +0.3%
LIM
417
Lagoda Investment Management
New York
$190K -$10.6K -200 -5%
AF
418
Allworth Financial
California
$184K
SFPIA
419
Stevens First Principles Investment Advisors
California
$173K +$6.62K +125 +4%
PA
420
Parallel Advisors
California
$171K +$3.9K +74 +2%
FHA
421
Flagship Harbor Advisors
Massachusetts
$163K -$6.11K -116 -4%
LJHT
422
Laurie J. Hall Trustee
$158K
AIM
423
Anchor Investment Management
South Carolina
$156K -$17.1K -324 -10%
RIA
424
Realta Investment Advisors
Delaware
$153K +$153K +2,912 New
MIFH
425
Migdal Insurance & Financial Holdings
Israel
$147K +$11.3K +213 +8%