BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
401
First City Capital Management
Georgia
$464K +$35.1K +540 +8%
JIC
402
Joel Isaacson & Co
New York
$458K – – –
Fiera Capital (Canada)
403
Fiera Capital (Canada)
Quebec, Canada
$456K +$456K +7,100 New
William Blair & Company
404
William Blair & Company
Illinois
$456K -$15.8K -246 -3%
PFS
405
Prospera Financial Services
Texas
$454K -$120K -1,868 -21%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$449K +$109K +1,703 +32%
EDRH
407
Edmond de Rothschild Holding
Switzerland
$448K +$80.3K +1,250 +22%
RGF
408
Retirement Guys Formula
Ohio
$446K +$18.3K +285 +4%
IC
409
IEQ Capital
California
$443K +$20.7K +322 +5%
MCM
410
MAI Capital Management
Ohio
$437K +$1.41K +22 +0.3%
CIA
411
Citadel Investment Advisory
Ohio
$437K – – –
API
412
Advisor Partners II
California
$419K -$20.6K -321 -5%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$418K -$2.89K -45 -0.7%
BWA
414
Beam Wealth Advisors
Louisiana
$414K +$450 +7 +0.1%
GG
415
Gleason Group
Kentucky
$409K +$51.2K +797 +14%
SFG
416
StrategIQ Financial Group
Indiana
$405K -$24.7K -385 -6%
MF
417
Magnetar Financial
Illinois
$397K +$59.1K +919 +17%
MWM
418
Meridian Wealth Management
Kentucky
$390K +$6.43K +100 +2%
TMAM
419
Tokio Marine Asset Management
Japan
$381K +$68.2K +1,061 +22%
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$374K +$65.6K +1,021 +21%
HI
421
Hendershot Investments
Virginia
$374K – – –
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$369K +$1.16K +18 +0.3%
WIC
423
Woodmont Investment Counsel
Tennessee
$369K – – –
OWP
424
Obermeyer Wealth Partners
Colorado
$362K – – –
AFG
425
ABLE Financial Group
Arizona
$361K +$361K +5,611 New
15 16
17
18 19