BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

596 hedge funds and large institutions have $9.51B invested in Brown-Forman Class B in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+18
Holders Change %
+3.11%
% of All Funds
12.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
67
Increased
189
Reduced
234
Closed
46
Calls
$8.5M
Puts
$2.5M
Net Calls
+$6.01M
Net Calls Change
+$3.06M

Top Buyers

1
Invesco
1
Invesco
Georgia
$160M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$42M
3
GWI
3
Grace & White Inc
New York
$25.2M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$25.2M
5
Brown Advisory
5
Brown Advisory
Maryland
$476M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$46.4M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$76.9M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$322M
4
Norges Bank
4
Norges Bank
Norway
$121M
5
BlackRock
5
BlackRock
New York
$949M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
451
Lagoda Investment Management
New York
$229K – – –
DT
452
Diversified Trust
Tennessee
$225K -$11.2K -175 -5%
PWM
453
Perigon Wealth Management
California
$224K +$890 +14 +0.4%
AA
454
ALPS Advisors
Colorado
$222K -$24.8K -390 -10%
AF
455
Allworth Financial
California
$222K – – –
HCP
456
Holt Capital Partners
Texas
$222K +$222K +3,484 New
MCCP
457
Mission Creek Capital Partners
California
$222K +$222K +3,488 New
CDH
458
Charles D. Hyman
$218K +$218K +3,432 New
OIA
459
OneDigital Investment Advisors
Kansas
$217K +$217K +3,415 New
FAAS
460
First Allied Advisory Services
California
$216K -$43.4K -682 -17%
DLA
461
Douglas Lane & Associates
New York
$215K +$215K +3,375 New
RCA
462
Resonant Capital Advisors
Wisconsin
$214K -$108K -1,687 -33%
PCG
463
Private Capital Group
Connecticut
$212K +$12.6K +198 +6%
PA
464
Profund Advisors
Maryland
$211K +$211K +3,314 New
LS
465
Livforsakringsbolaget Skandia
Sweden
$210K – – –
DADC
466
D.A. Davidson & Co
Montana
$210K +$210K +3,300 New
TAM
467
Todd Asset Management
Kentucky
$209K +$209K +3,279 New
CMO
468
Covenant Multifamily Offices
Texas
$200K +$200K +3,141 New
GG
469
Gleason Group
Kentucky
$196K +$32.3K +508 +20%
IA
470
IFP Advisors
Florida
$180K +$3.03K +48 +2%
PA
471
Parallel Advisors
California
$174K +$1.2K +19 +0.7%
FHA
472
Flagship Harbor Advisors
Massachusetts
$172K +$2.03K +32 +1%
VFA
473
Valeo Financial Advisors
Indiana
$166K -$59.2K -932 -26%
HB
474
Horizon Bancorp
Indiana
$166K -$20.8K -327 -11%
SBL
475
Sargent Bickham Lagudis
Colorado
$165K – – –
17 18
19
20 21