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Brown-Forman Class B

620 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $9.5M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.08M
Puts
$9.5M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.1M
3 -$33.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$325K
427
$320K
428
$317K
429
$316K
430
$313K
431
$308K
432
$307K
433
$304K
434
$299K
435
$292K
436
$292K
437
$291K
438
$287K
439
$285K
440
$282K
441
$281K
442
$279K
443
$279K
444
$278K
445
$270K
446
$269K
447
$263K
448
$263K
449
$263K
450
$262K