BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

588 hedge funds and large institutions have $10.3B invested in Brown-Forman Class B in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 206 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+32
Holders Change %
+5.76%
% of All Funds
11.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
79
Increased
184
Reduced
206
Closed
42
Calls
$11.1M
Puts
$2.41M
Net Calls
+$8.73M
Net Calls Change
-$326K

Top Buyers

1
BCM
Bridgeway Capital Management
Texas
$45.3M
2
Norges Bank
Norges Bank
Norway
$161M
3
BlackRock
BlackRock
New York
$1.05B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.2M
5
BIAS
Beacon Investment Advisory Services
New Jersey
$30.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$83.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$32.2M
4
State Street
State Street
Massachusetts
$748M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
426
Lombard Odier Asset Management (Europe)
United Kingdom
$265K – – –
SFG
427
SevenBridge Financial Group
Pennsylvania
$262K – – –
GIP
428
Greatmark Investment Partners
Georgia
$262K +$262K +3,875 New
OAM
429
Oppenheimer Asset Management
New York
$258K -$135 -2 -0.1%
ERIM
430
Eagle Ridge Investment Management
Connecticut
$254K – – –
KeyBank National Association
431
KeyBank National Association
Ohio
$253K -$3.92K -58 -2%
MML Investors Services
432
MML Investors Services
Massachusetts
$253K +$253K +3,747 New
HB
433
Horizon Bancorp
Indiana
$252K +$252K +3,730 New
IWC
434
Integrated Wealth Concepts
Massachusetts
$248K – – –
WA
435
Wheatland Advisors
Pennsylvania
$247K – – –
HI
436
Horizon Investments
North Carolina
$246K +$246K +3,632 New
PHAM
437
Palisades Hudson Asset Management
Florida
$244K – – –
LIM
438
Lagoda Investment Management
New York
$243K – – –
HCP
439
Holt Capital Partners
Texas
$236K – – –
AF
440
Allworth Financial
California
$235K – – –
CDH
441
Charles D. Hyman
$235K +$3.37K +50 +1%
PA
442
Profund Advisors
Maryland
$231K +$1.69K +25 +0.7%
DADC
443
D.A. Davidson & Co
Montana
$230K +$230K +3,400 New
DLA
444
Douglas Lane & Associates
New York
$228K – – –
LA
445
LVW Advisors
New York
$226K +$203 +3 +0.1%
NFG
446
Next Financial Group
Texas
$226K +$145K +2,146 +180%
HWMG
447
Hurlow Wealth Management Group
Indiana
$222K – – –
TAM
448
Todd Asset Management
Kentucky
$222K – – –
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$219K +$219K +3,265 New
DT
450
Diversified Trust
Tennessee
$215K -$77.7K -1,150 -27%
16 17
18
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