BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

556 hedge funds and large institutions have $9.43B invested in Brown-Forman Class B in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 209 increasing their positions, 166 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+6
Holders Change %
+1.09%
% of All Funds
12.21%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
62
Increased
209
Reduced
166
Closed
55
Calls
$18.7M
Puts
$9.61M
Net Calls
+$9.05M
Net Calls Change
+$10.9M

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$580M
2
BlackRock
2
BlackRock
New York
$943M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.38B
4
BBHC
4
Brown Brothers Harriman & Co
New York
$357M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$208M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$79.3M
2
Millennium Management
2
Millennium Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Franklin Resources
4
Franklin Resources
California
$105M
5
Goldman Sachs
5
Goldman Sachs
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
426
Lagoda Investment Management
New York
$226K – – –
BPA
427
Beacon Pointe Advisors
California
$223K +$223K +3,541 New
Fiera Capital (Canada)
428
Fiera Capital (Canada)
Quebec, Canada
$223K +$223K +3,557 New
HCP
429
Holt Capital Partners
Texas
$219K -$152K -2,420 -41%
AF
430
Allworth Financial
California
$219K – – –
CDH
431
Charles D. Hyman
$215K +$215K +3,432 New
PA
432
Profund Advisors
Maryland
$213K +$213K +3,397 New
DLA
433
Douglas Lane & Associates
New York
$212K +$212K +3,375 New
Truist Financial
434
Truist Financial
North Carolina
$209K +$209K +3,335 New
LA
435
LVW Advisors
New York
$209K +$209K +3,337 New
TAM
436
Todd Asset Management
Kentucky
$206K +$206K +3,279 New
B
437
Barings
North Carolina
$203K – – –
HWMG
438
Hurlow Wealth Management Group
Indiana
$202K +$202K +3,188 New
BL
439
BFSG LLC
California
$202K +$202K +3,269 New
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$192K +$192K +3,060 New
Lazard Asset Management
441
Lazard Asset Management
New York
$180K +$180K +2,870 New
FHA
442
Flagship Harbor Advisors
Massachusetts
$178K -$10.4K -166 -6%
SAS
443
Stelac Advisory Services
New York
$176K +$176K +2,800 New
IA
444
IFP Advisors
Florida
$175K +$175K +2,816 New
PA
445
Parallel Advisors
California
$171K +$9.44K +150 +6%
AIM
446
Anchor Investment Management
South Carolina
$169K – – –
NCM
447
Next Capital Management
New York
$165K – – –
SBL
448
Sargent Bickham Lagudis
Colorado
$162K – – –
TRCT
449
Tower Research Capital (TRC)
New York
$157K -$26.7K -426 -15%
HCA
450
Horan Capital Advisors
Ohio
$147K +$147K +2,342 New
16 17
18
19 20