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Brown-Forman Class B

648 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 222 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
222
Reduced
227
Closed
57
Calls
$1.6M
Puts
$574K
Net Calls
+$1.02M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
BMSSC
426
B. Metzler seel. Sohn & Co
Germany
$389K
NMIMC
427
Northwestern Mutual Investment Management Company
Wisconsin
$385K +$1.27K +19 +0.3%
WIC
428
Woodmont Investment Counsel
Tennessee
$383K
HI
429
Hendershot Investments
Virginia
$383K -$5.01K -75 -1%
EF
430
Empirical Finance
Pennsylvania
$382K +$43K +644 +13%
BBVA
431
Banco Bilbao Vizcaya Argentaria
Spain
$380K +$7.95K +119 +2%
OWP
432
Obermeyer Wealth Partners
Colorado
$376K
SFSG
433
Sound Financial Strategies Group
Mississippi
$375K +$375K +5,619 New
AWS
434
Atria Wealth Solutions
New York
$375K +$61.4K +916 +20%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$373K +$80.8K +1,210 +28%
PWM
436
Palumbo Wealth Management
New York
$369K +$369K +5,530 New
GEA
437
Glen Eagle Advisors
New Jersey
$367K
ATC
438
Argent Trust Co
Tennessee
$365K +$42.9K +643 +13%
SIC
439
Schwartz Investment Counsel
Michigan
$362K
NWMG
440
National Wealth Management Group
Ohio
$361K +$361K +5,180 New
CG
441
Caprock Group
Idaho
$356K +$4.69K +70 +1%
Cetera Investment Advisers
442
Cetera Investment Advisers
Illinois
$348K +$11.2K +167 +3%
SC
443
Scotia Capital
Ontario, Canada
$346K
KWM
444
KFG Wealth Management
Indiana
$346K +$346K +5,185 New
AR
445
Apeiron RIA
Texas
$341K +$15.3K +229 +5%
SFA
446
Sequoia Financial Advisors
Ohio
$341K -$26.5K -397 -7%
RCA
447
Resonant Capital Advisors
Wisconsin
$339K +$6.43K +96 +2%
MMA
448
Miracle Mile Advisors
California
$338K
OL
449
Owen LaRue
Kentucky
$331K
GS
450
GTS Securities
New York
$329K +$329K +4,934 New