BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

608 hedge funds and large institutions have $9.91B invested in Brown-Forman Class B in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 218 increasing their positions, 204 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
10.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
218
Reduced
204
Closed
62
Calls
$1.72M
Puts
$2.04M
Net Calls
-$318K
Net Calls Change
+$206K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$966M
2
Goldman Sachs
Goldman Sachs
New York
$96.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$36.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$363M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.59M
4
Principal Financial Group
Principal Financial Group
Iowa
$100M
5
DZ Bank
DZ Bank
Germany
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
451
Palisades Hudson Asset Management
Florida
$242K – – –
VCG
452
Vantage Consulting Group
Virginia
$242K +$16.3K +244 +7%
MC
453
Machina Capital
France
$240K +$240K +3,589 New
MFS
454
Mirabella Financial Services
United Kingdom
$240K +$240K +3,591 New
PFS
455
Physicians Financial Services
North Carolina
$239K – – –
DILIC
456
Dai-ichi Life Insurance Company
Japan
$239K – – –
SLWA
457
San Luis Wealth Advisors
California
$238K +$238K +3,547 New
BCP
458
Berkeley Capital Partners
Georgia
$235K -$7.43K -111 -3%
MCCP
459
Mission Creek Capital Partners
California
$234K – – –
AF
460
Allworth Financial
California
$233K – – –
HCP
461
Holt Capital Partners
Texas
$233K – – –
PWM
462
Perigon Wealth Management
California
$232K -$11.2K -167 -5%
MWM
463
Modera Wealth Management
New Jersey
$231K +$23.9K +358 +12%
SAM
464
Strategy Asset Managers
California
$229K +$6.49K +97 +3%
DLA
465
Douglas Lane & Associates
New York
$227K +$671 +10 +0.3%
QT
466
Quantamental Technologies
New York
$227K +$227K +3,389 New
CDH
467
Charles D. Hyman
$221K – – –
MYAM
468
Meiji Yasuda Asset Management
Japan
$221K +$10.7K +160 +5%
VPIM
469
Vanguard Personalized Indexing Management
California
$216K +$216K +3,223 New
CCP
470
Corient Capital Partners
California
$215K -$135K -2,006 -39%
DADC
471
D.A. Davidson & Co
Montana
$214K +$4.49K +67 +2%
AIM
472
Alhambra Investment Management
Florida
$209K – – –
GTAM
473
Global Trust Asset Management
Florida
$209K +$67 +1 +0%
FRM
474
Fox Run Management
Connecticut
$209K +$209K +3,118 New
IC
475
IEQ Capital
California
$207K +$13.1K +196 +7%
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