BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$67.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$16.9M
4
Charles Schwab
Charles Schwab
California
+$12.6M
5
ProShare Advisors
ProShare Advisors
Maryland
+$11.6M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$46.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$39.1M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$28.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.9M
5
State Street
State Street
Massachusetts
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
451
Y-Intercept (HK)
Hong Kong
$321K +$321K +4,585 New
GIP
452
Greatmark Investment Partners
Georgia
$319K – – –
BAM
453
Berkshire Asset Management
Pennsylvania
$318K – – –
WANY
454
Wealthspire Advisors (New York)
New York
$318K +$5.58K +81 +2%
BG
455
Bellevue Group
Switzerland
$317K -$68.9K -1,000 -18%
LS
456
Livforsakringsbolaget Skandia
Sweden
$317K – – –
DTL
457
Dynamic Technology Lab
Singapore
$317K +$317K +4,602 New
SWA
458
Sutton Wealth Advisors
Florida
$313K +$759 +11 +0.2%
SSW
459
Smith Shellnut Wilson
Mississippi
$303K -$24.2K -351 -7%
LSAG
460
Lake Street Advisors Group
New Hampshire
$296K -$1.86K -27 -0.6%
IWC
461
Integrated Wealth Concepts
Massachusetts
$291K +$69 +1 +0%
GG
462
Gleason Group
Kentucky
$287K +$35K +507 +14%
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$280K +$4.83K +70 +2%
MLL
464
Moody Lynn & Lieberson
Massachusetts
$279K – – –
TIA
465
Tiemann Investment Advisors
California
$276K -$7.03K -102 -2%
SFG
466
SevenBridge Financial Group
Pennsylvania
$268K – – –
BMSSC
467
B. Metzler seel. Sohn & Co
Germany
$268K – – –
CS
468
Comerica Securities
Michigan
$266K -$7.19K -104 -3%
BBHC
469
Brown Brothers Harriman & Co
New York
$265K -$10.2K -147,508 -4%
HBT
470
Heartland Bank & Trust
Illinois
$261K -$20.1K -292 -7%
ERIM
471
Eagle Ridge Investment Management
Connecticut
$259K – – –
BCP
472
Berkeley Capital Partners
Georgia
$258K +$138 +2 +0.1%
SAM
473
Shell Asset Management
Netherlands
$255K -$61.2K -887 -19%
PHAM
474
Palisades Hudson Asset Management
Florida
$249K – – –
KeyBank National Association
475
KeyBank National Association
Ohio
$248K -$77.8K -1,128 -24%
17 18
19
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