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Brown-Forman Class B

648 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 222 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
222
Reduced
227
Closed
57
Calls
$1.6M
Puts
$574K
Net Calls
+$1.02M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
401
First City Capital Management
Georgia
$476K
JIC
402
Joel Isaacson & Co
New York
$476K
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$476K +$476K +7,122 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$474K +$7.08K +106 +2%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$474K +$8.01K +120 +2%
P
406
Pitcairn
Pennsylvania
$472K -$26.1K -391 -5%
William Blair & Company
407
William Blair & Company
Illinois
$471K -$2K -30 -0.4%
Wealthfront Advisers
408
Wealthfront Advisers
California
$465K -$183K -2,740 -28%
PFS
409
Prospera Financial Services
Texas
$459K -$12.6K -188 -3%
MCM
410
MAI Capital Management
Ohio
$456K +$2K +30 +0.4%
AFG
411
ABLE Financial Group
Arizona
$454K +$79.3K +1,188 +21%
CIA
412
Citadel Investment Advisory
Ohio
$454K
API
413
Advisor Partners II
California
$447K +$11.6K +173 +3%
Bank Julius Baer & Co
414
Bank Julius Baer & Co
Switzerland
$445K -$70.9K -1,062 -14%
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$438K +$3.94K +59 +0.9%
OP
416
ORG Partners
Indiana
$436K +$436K +6,530 New
BWA
417
Beam Wealth Advisors
Louisiana
$431K +$467 +7 +0.1%
TMAM
418
Tokio Marine Asset Management
Japan
$429K +$33.5K +502 +8%
MML Investors Services
419
MML Investors Services
Massachusetts
$428K +$142K +2,124 +50%
GG
420
Gleason Group
Kentucky
$426K +$1.2K +18 +0.3%
MWM
421
Meridian Wealth Management
Kentucky
$423K +$17.1K +256 +4%
AA
422
AQR Arbitrage
Connecticut
$412K +$412K +6,173 New
Vontobel Holding
423
Vontobel Holding
Switzerland
$409K -$335K -5,018 -45%
EWA
424
EP Wealth Advisors
California
$398K
SFG
425
StrategIQ Financial Group
Indiana
$395K -$26K -390 -6%