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Brown-Forman Class B

513 hedge funds and large institutions have $6.83B invested in Brown-Forman Class B in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
11.76%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.16%
New
45
Increased
200
Reduced
158
Closed
47
Calls
$687K
Puts
$2.2M
Net Calls
-$1.52M
Net Calls Change
-$881K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$70K +$5.6K +114 +9%
MCM
427
Manchester Capital Management
Vermont
$69K
TG
428
TLP Group
Illinois
$68K +$68K +1,395 New
MSA
429
Marino Stram & Associates
Massachusetts
$65K
VFA
430
Valeo Financial Advisors
Indiana
$64K +$644 +12 +1%
Fuller & Thaler Asset Management
431
Fuller & Thaler Asset Management
California
$61K
CWA
432
Clarus Wealth Advisors
Arizona
$61K +$61K +1,129 New
JFA
433
JNBA Financial Advisors
Minnesota
$57K +$1.04K +21 +2%
THWM
434
Taylor Hoffman Wealth Management
Virginia
$54K
EAM
435
Exane Asset Management
France
$52.8K +$52.8K +1,078 New
DPA
436
Delphi Private Advisors
California
$52K
HCA
437
Heck Capital Advisors
Wisconsin
$49K +$49K +1,000 New
PA
438
Perennial Advisors
New York
$49K
MA
439
MCF Advisors
Kentucky
$47K
BWP
440
Baldwin Wealth Partners
Massachusetts
$46K
CAL
441
Capital Analysts LLC
Pennsylvania
$46K
GWM
442
Geneos Wealth Management
Colorado
$42K
TCOV
443
Trust Company of Vermont
Vermont
$40K +$9.36K +191 +31%
WOC
444
West Oak Capital
California
$39.8K -$1.81K -37 -4%
LNB
445
Ledyard National Bank
$37K -$37K -750 -50%
OC
446
Oakworth Capital
Alabama
$37K
GLI
447
Guardian Life Insurance
New York
$36K +$6.2K +125 +21%
SLF
448
Sun Life Financial
Ontario, Canada
$35K +$31.8K +647 +995%
KA
449
Kaizen Advisory
Illinois
$34K +$22.6K +456 +197%
Federated Hermes
450
Federated Hermes
Pennsylvania
$29K -$1.22M -24,569 -98%