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Brown-Forman Class B

654 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 238 increasing their positions, 223 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.15%
New
54
Increased
238
Reduced
223
Closed
44
Calls
$10.2M
Puts
$2.96M
Net Calls
+$7.2M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
426
Advisor Partners
California
$400K +$15.3K +218 +4%
OWP
427
Obermeyer Wealth Partners
Colorado
$395K
QC
428
Quadrature Capital
United Kingdom
$392K +$175K +2,491 +80%
SIC
429
Schwartz Investment Counsel
Michigan
$389K
GG
430
Gleason Group
Kentucky
$388K +$982 +14 +0.3%
GEA
431
Glen Eagle Advisors
New Jersey
$386K
EP
432
Eudaimonia Partners
Tennessee
$369K +$369K +5,259 New
JIC
433
Joel Isaacson & Co
New York
$368K
HSA
434
HBK Sorce Advisory
Pennsylvania
$362K +$43.9K +626 +14%
Lido Advisors
435
Lido Advisors
California
$356K +$8.14K +116 +2%
MMA
436
Miracle Mile Advisors
California
$355K +$355K +5,055 New
SC
437
Scotia Capital
Ontario, Canada
$351K -$212K -3,027 -38%
IBOK
438
Independence Bank of Kentucky
Kentucky
$340K -$35.1K -500 -9%
EFS
439
Essex Financial Services
Connecticut
$339K
BAM
440
Blueshift Asset Management
New Jersey
$338K +$338K +4,811 New
WCM
441
Weik Capital Management
Pennsylvania
$336K -$5.26K -75 -2%
RGF
442
Retirement Guys Formula
Ohio
$331K +$331K +4,721 New
OAM
443
Oppenheimer Asset Management
New York
$328K -$3.72K -53 -1%
RCA
444
Resonant Capital Advisors
Wisconsin
$327K +$8.23K +117 +3%
BAM
445
Berkshire Asset Management
Pennsylvania
$324K
GIP
446
Greatmark Investment Partners
Georgia
$324K
Lazard Asset Management
447
Lazard Asset Management
New York
$324K +$324K +4,630 New
BFM
448
Boothbay Fund Management
New York
$322K +$62K +885 +24%
FRM
449
Fox Run Management
Connecticut
$321K -$34.8K -496 -10%
MGP
450
Metis Global Partners
California
$320K +$63.3K +898 +25%