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Brown-Forman Class B

617 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 248 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
451
Ridgecrest Wealth Partners
California
$261K
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$258K +$258K +4,474 New
FIA
453
Foundations Investment Advisors
Arizona
$258K -$9.75K -169 -4%
RWM
454
Revisor Wealth Management
Ohio
$253K +$25.1K +435 +11%
SFA
455
Sequoia Financial Advisors
Ohio
$250K -$44K -763 -15%
WCM
456
Weik Capital Management
Pennsylvania
$250K
FB
457
Fulton Bank
Pennsylvania
$250K +$250K +4,327 New
CPIA
458
Cornell Pochily Investment Advisors
New York
$247K
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$246K +$7.44K +129 +3%
WIA
460
Westbourne Investment Advisors
Maryland
$243K
IBOK
461
Independence Bank of Kentucky
Kentucky
$242K
PWM
462
Perigon Wealth Management
California
$239K -$3.98K -69 -2%
MFS
463
Mirabella Financial Services
United Kingdom
$238K +$238K +4,126 New
SIC
464
Schwartz Investment Counsel
Michigan
$238K -$75K -1,300 -24%
TFS
465
Thoroughbred Financial Services
Tennessee
$237K +$237K +4,113 New
MLL
466
Moody Lynn & Lieberson
Massachusetts
$234K
NRD
467
Nebula Research & Development
New York
$233K +$233K +4,036 New
TIA
468
Tiemann Investment Advisors
California
$233K +$231 +4 +0.1%
OAM
469
Oppenheimer Asset Management
New York
$232K -$3K -52 -1%
Bank Julius Baer & Co
470
Bank Julius Baer & Co
Switzerland
$227K -$158K -2,740 -41%
Nomura Holdings
471
Nomura Holdings
Japan
$225K -$834K -14,448 -79%
SWM
472
SeaCrest Wealth Management
New York
$224K +$224K +3,881 New
VCG
473
Vantage Consulting Group
Virginia
$221K +$1.9K +33 +0.9%
SA
474
Syntax Advisors
New York
$221K +$1.9K +33 +0.9%
SAM
475
Strategy Asset Managers
California
$220K -$5.77K -100 -3%