BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$187M
2
Principal Financial Group
Principal Financial Group
Iowa
+$115M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$63.4M
5
CIP
Champlain Investment Partners
Vermont
+$61.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$122M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.6M
4
CCM
Candlestick Capital Management
Connecticut
-$49M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
401
Argent Trust Co
Tennessee
$334K -$2.46K -43 -0.7%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$333K – – –
AWS
403
Atria Wealth Solutions
New York
$332K -$10.9K -190 -3%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$331K +$914 +16 +0.3%
VI
405
Vestcor Inc
New Brunswick, Canada
$330K -$4.68K -82 -1%
WIC
406
Woodmont Investment Counsel
Tennessee
$329K +$1.71K +30 +0.5%
MIS
407
Morningstar Investment Services
Illinois
$326K +$326K +5,688 New
SC
408
Sapient Capital
Indiana
$325K +$325K +5,669 New
P
409
Pitcairn
Pennsylvania
$325K -$98.8K -1,730 -23%
OWP
410
Obermeyer Wealth Partners
Colorado
$321K – – –
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$321K +$65.1K +1,140 +25%
A
412
AlphaQuest
New York
$319K +$319K +5,582 New
SFG
413
StrategIQ Financial Group
Indiana
$317K – – –
TI
414
Tidal Investments
Wisconsin
$317K -$226K -3,956 -42%
GEA
415
Glen Eagle Advisors
New Jersey
$314K – – –
EI
416
Ellevest Inc
New York
$309K +$309K +5,414 New
Man Group
417
Man Group
United Kingdom
$300K +$300K +5,254 New
Wealthfront Advisers
418
Wealthfront Advisers
California
$297K -$153K -2,682 -34%
SC
419
Scotia Capital
Ontario, Canada
$296K – – –
Credit Agricole
420
Credit Agricole
France
$296K +$197K +3,457 +201%
Verition Fund Management
421
Verition Fund Management
Connecticut
$294K -$986K -17,271 -77%
SFI
422
Siemens Fonds Invest
Germany
$292K -$59.9K -1,049 -17%
MMA
423
Miracle Mile Advisors
California
$289K – – –
OL
424
Owen LaRue
Kentucky
$288K – – –
SFSG
425
Sound Financial Strategies Group
Mississippi
$286K -$26K -456 -8%
15 16
17
18 19