BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

578 hedge funds and large institutions have $8.48B invested in Brown-Forman Class B in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 225 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
-10
Holders Change %
-1.7%
% of All Funds
12.77%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
67
Increased
180
Reduced
225
Closed
72
Calls
$7.98M
Puts
$5.03M
Net Calls
+$2.95M
Net Calls Change
-$5.78M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$106M
2
Brown Advisory
2
Brown Advisory
Maryland
$394M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.27B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$111M
5
Bank of America
5
Bank of America
North Carolina
$63M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$79M
2
BIAS
2
Beacon Investment Advisory Services
New Jersey
$0
3
American Century Companies
3
American Century Companies
Missouri
$280K
4
Goldman Sachs
4
Goldman Sachs
New York
$74.4M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
426
Integrated Wealth Concepts
Massachusetts
$233K +$29.4K +530 +14%
CAM
427
Cresset Asset Management
Illinois
$232K +$5.18K +93 +2%
FAAS
428
First Allied Advisory Services
California
$226K -$69.5K -1,253 -24%
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
$226K – – –
Cetera Investment Advisers
430
Cetera Investment Advisers
Illinois
$226K +$44.5K +801 +25%
IRF
431
IBM Retirement Fund
New York
$226K +$226K +4,074 New
VFA
432
Valeo Financial Advisors
Indiana
$223K +$218K +3,473 +4,824%
PWM
433
Perigon Wealth Management
California
$221K +$221K +3,509 New
KeyBank National Association
434
KeyBank National Association
Ohio
$217K +$9.21K +166 +4%
VI
435
Vestcor Inc
New Brunswick, Canada
$217K +$41.3K +742 +23%
CEP
436
Chicago Equity Partners
Illinois
$216K -$182K -3,280 -46%
AA
437
ALPS Advisors
Colorado
$215K -$87.1K -1,571 -29%
SFG
438
SevenBridge Financial Group
Pennsylvania
$215K – – –
CS
439
Comerica Securities
Michigan
$215K +$215K +3,860 New
O
440
Ossiam
France
$214K -$520K -9,351 -71%
OAM
441
Oppenheimer Asset Management
New York
$214K +$2.38K +43 +1%
ERIM
442
Eagle Ridge Investment Management
Connecticut
$208K – – –
DT
443
Diversified Trust
Tennessee
$206K +$28.9K +520 +16%
GTAM
444
Global Trust Asset Management
Florida
$206K +$176K +3,110 +585%
EP
445
Eudaimonia Partners
Tennessee
$201K +$201K +3,623 New
LIM
446
Lagoda Investment Management
New York
$200K – – –
AF
447
Allworth Financial
California
$193K – – –
LS
448
Livforsakringsbolaget Skandia
Sweden
$183K +$66.5K +1,200 +57%
QCG
449
Quadrant Capital Group
Ohio
$180K +$47.5K +844 +36%
PCG
450
Private Capital Group
Connecticut
$174K +$40.9K +736 +31%
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