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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
401
Hendershot Investments
Virginia
$354K -$20.2K -391 -5%
I
402
InceptionR
California
$354K +$354K +6,854 New
CIA
403
Citadel Investment Advisory
Ohio
$351K
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$339K -$6.6K -128 -2%
MCP
405
Mirador Capital Partners
California
$335K +$335K +6,487 New
BWA
406
Beam Wealth Advisors
Louisiana
$334K +$465 +9 +0.1%
NB
407
Norinchukin Bank
Japan
$329K -$8.05K -156 -2%
EF
408
Empirical Finance
Pennsylvania
$327K +$11.9K +231 +4%
ABC
409
Associated Banc-Corp
Wisconsin
$321K
SEC
410
Seven Eight Capital
New York
$320K +$320K +6,205 New
BL
411
Balentine LLC
Georgia
$320K -$60.6K -1,173 -16%
IFS
412
Intelligent Financial Strategies
Minnesota
$316K -$236K -4,546 -43%
BSW
413
Buckingham Strategic Wealth
Missouri
$316K -$8.36K -162 -3%
FCCM
414
First City Capital Management
Georgia
$315K -$20.3K -394 -6%
BBVA
415
Banco Bilbao Vizcaya Argentaria
Spain
$312K +$2.84K +55 +0.9%
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$308K -$28.5K -552 -8%
RIM
417
Rakuten Investment Management
Japan
$307K +$279K +5,407 +996%
TI
418
Tidal Investments
Wisconsin
$304K +$17.3K +335 +6%
QCM
419
Quantinno Capital Management
New York
$303K -$894K -17,282 -75%
EWA
420
EP Wealth Advisors
California
$303K -$20.8K -402 -6%
RMDI
421
R.M. Davis Inc
Maine
$302K
BMSSC
422
B. Metzler seel. Sohn & Co
Germany
$301K
AM
423
AGF Management
Ontario, Canada
$300K -$8.98K -174 -3%
VI
424
Vestcor Inc
New Brunswick, Canada
$297K -$2.22K -43 -0.7%
WIC
425
Woodmont Investment Counsel
Tennessee
$296K -$1.55K -30 -0.5%