BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
451
Greatmark Investment Partners
Georgia
$297K – – –
BAM
452
Berkshire Asset Management
Pennsylvania
$297K +$297K +4,615 New
SSW
453
Smith Shellnut Wilson
Mississippi
$295K – – –
BWM
454
BNC Wealth Management
Oregon
$294K +$59.5K +926 +25%
RWP
455
Ridgecrest Wealth Partners
California
$291K – – –
CWS
456
Confluence Wealth Services
Pennsylvania
$283K +$283K +4,411 New
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$281K -$749K -11,649 -73%
BAMF
458
BI Asset Management Fondsmaeglerselskab
Denmark
$281K +$116K +1,809 +71%
WCM
459
Weik Capital Management
Pennsylvania
$279K -$16.1K -250 -5%
MML Investors Services
460
MML Investors Services
Massachusetts
$275K -$240K -3,743 -47%
PWM
461
Perigon Wealth Management
California
$275K -$20.7K -322 -7%
CPIA
462
Cornell Pochily Investment Advisors
New York
$275K – – –
JPMPWA
463
J.P. Morgan Private Wealth Advisors
California
$274K -$266K -4,142 -49%
SFI
464
Siemens Fonds Invest
Germany
$273K +$129 +2 +0%
WIA
465
Westbourne Investment Advisors
Maryland
$271K – – –
RWM
466
Revisor Wealth Management
Ohio
$271K +$271K +4,211 New
IBOK
467
Independence Bank of Kentucky
Kentucky
$269K – – –
VCG
468
Vantage Consulting Group
Virginia
$266K +$22.3K +347 +9%
SA
469
Syntax Advisors
New York
$266K +$22.3K +347 +9%
IA
470
IFP Advisors
Florida
$265K -$238K -4,279 -47%
OAM
471
Oppenheimer Asset Management
New York
$262K -$10.6K -165 -4%
MLL
472
Moody Lynn & Lieberson
Massachusetts
$260K – – –
LOAMS
473
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K +$260K +4,046 New
TIA
474
Tiemann Investment Advisors
California
$258K -$1.35K -21 -0.5%
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$258K -$8.02K -125 -3%
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19
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