BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$187M
2
Principal Financial Group
Principal Financial Group
Iowa
+$115M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$63.4M
5
CIP
Champlain Investment Partners
Vermont
+$61.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$122M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.6M
4
CCM
Candlestick Capital Management
Connecticut
-$49M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
426
Lake Street Advisors Group
New Hampshire
$285K +$285K +4,971 New
MWM
427
Modera Wealth Management
New Jersey
$282K – – –
JFGIW
428
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$254K +4,455 +944%
HCA
429
Harbor Capital Advisors
Illinois
$279K -$514 -9 -0.2%
GIP
430
Greatmark Investment Partners
Georgia
$278K – – –
EFS
431
Essex Financial Services
Connecticut
$277K +$971 +17 +0.4%
KGC
432
Kennon-Green & Company
Ohio
$275K +$16.4K +287 +6%
SWM
433
SeaCrest Wealth Management
New York
$275K +$60.8K +1,104 +28%
VF
434
Virtu Financial
New York
$267K +$267K +4,678 New
GS
435
GTS Securities
New York
$266K +$266K +4,667 New
SFG
436
SevenBridge Financial Group
Pennsylvania
$266K – – –
BAM
437
Berkshire Asset Management
Pennsylvania
$266K -$1.43K -25 -0.5%
FIA
438
Foundations Investment Advisors
Arizona
$260K +$4.85K +85 +2%
RWP
439
Ridgecrest Wealth Partners
California
$259K – – –
CAMG
440
CWA Asset Management Group
Florida
$256K +$256K +4,481 New
FB
441
Fulton Bank
Pennsylvania
$251K +$4.28K +75 +2%
OAM
442
Oppenheimer Asset Management
New York
$251K +$21.9K +383 +10%
PWM
443
Perigon Wealth Management
California
$250K +$13.2K +231 +6%
CPIA
444
Cornell Pochily Investment Advisors
New York
$244K – – –
VCG
445
Vantage Consulting Group
Virginia
$243K +$24.3K +425 +11%
WIA
446
Westbourne Investment Advisors
Maryland
$241K – – –
FA
447
FDx Advisors
Illinois
$238K +$238K +4,166 New
IBOK
448
Independence Bank of Kentucky
Kentucky
$236K -$2.86K -50 -1%
SIC
449
Schwartz Investment Counsel
Michigan
$236K – – –
FFP
450
FourThought Financial Partners
Florida
$235K -$23.2K -407 -9%
16 17
18
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