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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$296K -$2.74K -53 -0.9%
IC
427
IEQ Capital
California
$295K -$50.8K -984 -15%
CAMG
428
CWA Asset Management Group
Florida
$294K +$63K +1,220 +27%
SC
429
Sapient Capital
Indiana
$294K
TFA
430
Teamwork Financial Advisors
Texas
$293K -$75.2K -1,457 -20%
RCA
431
Resonant Capital Advisors
Wisconsin
$293K -$22.4K -432 -7%
OAM
432
Oxford Asset Management
United Kingdom
$291K +$291K +5,643 New
OWP
433
Obermeyer Wealth Partners
Colorado
$290K
PRC
434
Pearl River Capital
Michigan
$290K +$290K +5,617 New
Wealthfront Advisers
435
Wealthfront Advisers
California
$288K +$18.7K +362 +7%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$286K
GEA
437
Glen Eagle Advisors
New Jersey
$284K
BP
438
Ballentine Partners
Massachusetts
$282K -$317K -6,145 -53%
ATC
439
Argent Trust Co
Tennessee
$280K -$21.7K -420 -7%
KGC
440
Kennon-Green & Company
Ohio
$278K +$29.1K +563 +12%
LSAG
441
Lake Street Advisors Group
New Hampshire
$270K +$12.7K +246 +5%
SFI
442
Siemens Fonds Invest
Germany
$264K
MMA
443
Miracle Mile Advisors
California
$262K +$1.08K +21 +0.4%
CI Investments Inc
444
CI Investments Inc
Ontario, Canada
$262K +$55K +1,065 +27%
OL
445
Owen LaRue
Kentucky
$260K -$568 -11 -0.2%
MWA
446
Monograph Wealth Advisors
California
$259K -$134K -2,590 -34%
IMCOOI
447
Investment Management Corp of Ontario (IMCO)
Canada
$255K -$119K -2,300 -32%
SC
448
Scotia Capital
Ontario, Canada
$254K -$14.2K -275 -5%
GIP
449
Greatmark Investment Partners
Georgia
$252K
SFSG
450
Sound Financial Strategies Group
Mississippi
$251K -$7.95K -154 -3%