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Brown-Forman Class B

581 hedge funds and large institutions have $7.49B invested in Brown-Forman Class B in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-26
Holders Change %
-4.28%
% of All Funds
8.45%
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
208
Reduced
217
Closed
92
Calls
$28.8M
Puts
$14.7M
Net Calls
+$14M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
426
Obermeyer Wealth Partners
Colorado
$243K
ATC
427
Argent Trust Co
Tennessee
$242K +$7.65K +177 +3%
GEA
428
Glen Eagle Advisors
New Jersey
$238K
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$236K -$463 -11 -0.2%
VSQM
430
V-Square Quantitative Management
Illinois
$233K +$51.2K +1,186 +28%
OQS
431
Occudo Quantitative Strategies
Florida
$232K -$408K -9,447 -64%
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$231K -$30K -694 -11%
VCG
433
Vantage Consulting Group
Virginia
$230K +$41.8K +968 +22%
PRC
434
Pearl River Capital
Michigan
$230K -$12.8K -297 -5%
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$228K +$8.52K +197 +4%
BP
436
Ballentine Partners
Massachusetts
$227K -$8.85K -205 -4%
OAM
437
Oppenheimer Asset Management
New York
$227K +$41.2K +955 +22%
CI
438
CX Institutional
Indiana
$226K +$226K +5,222 New
EFS
439
Essex Financial Services
Connecticut
$226K +$10.6K +239 +5%
LSAG
440
Lake Street Advisors Group
New Hampshire
$225K -$1.95K -45 -0.9%
SFI
441
Siemens Fonds Invest
Germany
$221K
MMA
442
Miracle Mile Advisors
California
$218K -$907 -21 -0.4%
MWA
443
Monograph Wealth Advisors
California
$217K
Balyasny Asset Management
444
Balyasny Asset Management
Illinois
$217K +$20.6K +476 +10%
SC
445
Scotia Capital
Ontario, Canada
$214K +$1.68K +39 +0.8%
PWM
446
Perigon Wealth Management
California
$212K +$30.3K +702 +17%
RWM
447
Revisor Wealth Management
Ohio
$211K -$109K -2,523 -34%
GIP
448
Greatmark Investment Partners
Georgia
$211K
SMH
449
Sanders Morris Harris
Texas
$210K +$210K +4,864 New
A
450
AlphaQuest
New York
$185K -$291K -6,730 -61%