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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
401
$457K
402
$452K
403
$439K
404
$437K
405
$432K
406
$432K
407
$427K
408
$422K
409
$418K
410
$416K
411
$414K
412
$409K
413
$409K
414
$402K
415
$396K
416
$393K
417
$392K
418
$389K
419
$388K
420
$388K
421
$385K
422
$385K
423
$383K
424
$379K
425
$377K