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Brown-Forman Class B

648 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 222 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
222
Reduced
227
Closed
57
Calls
$1.6M
Puts
$574K
Net Calls
+$1.02M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
451
Harbor Capital Advisors
Illinois
$327K
GIP
452
Greatmark Investment Partners
Georgia
$326K +$16.7K +250 +5%
EFS
453
Essex Financial Services
Connecticut
$323K -$4.01K -60 -1%
MWM
454
Modera Wealth Management
New Jersey
$319K +$319K +4,783 New
FFP
455
FourThought Financial Partners
Florida
$317K -$35K -524 -10%
BAM
456
Berkshire Asset Management
Pennsylvania
$312K +$4.07K +61 +1%
SFG
457
SevenBridge Financial Group
Pennsylvania
$311K
FIA
458
Foundations Investment Advisors
Arizona
$310K -$1.8K -27 -0.6%
SSW
459
Smith Shellnut Wilson
Mississippi
$304K -$2.47K -37 -0.8%
IC
460
IEQ Capital
California
$304K -$157K -2,350 -34%
RWP
461
Ridgecrest Wealth Partners
California
$303K
WCM
462
Weik Capital Management
Pennsylvania
$290K
CPIA
463
Cornell Pochily Investment Advisors
New York
$285K
SFI
464
Siemens Fonds Invest
Germany
$283K
WIA
465
Westbourne Investment Advisors
Maryland
$282K
PWM
466
Perigon Wealth Management
California
$282K -$4.01K -60 -1%
IBOK
467
Independence Bank of Kentucky
Kentucky
$280K
BL
468
Balentine LLC
Georgia
$278K +$130K +1,951 +88%
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$276K +$7.87K +118 +3%
OAM
470
Oppenheimer Asset Management
New York
$272K -$401 -6 -0.1%
MLL
471
Moody Lynn & Lieberson
Massachusetts
$270K
TIA
472
Tiemann Investment Advisors
California
$269K +$334 +5 +0.1%
RWM
473
Revisor Wealth Management
Ohio
$264K -$17.4K -260 -6%
SAM
474
Strategy Asset Managers
California
$262K +$3.34K +50 +1%
LWP
475
Lumature Wealth Partners
Georgia
$260K -$1.34K -20 -0.5%