BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$319M
2
Principal Financial Group
Principal Financial Group
Iowa
$144M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
$67.6M
5
CIP
Champlain Investment Partners
Vermont
$199M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$479K
4
CCM
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
451
Moody Lynn & Lieberson
Massachusetts
$231K – – –
CS
452
Candriam SCA
Luxembourg
$231K +$231K +4,044 New
CG
453
Caprock Group
Idaho
$229K -$80.7K -1,408 -26%
CI Investments Inc
454
CI Investments Inc
Ontario, Canada
$229K -$14.8K -259 -6%
TIA
455
Tiemann Investment Advisors
California
$226K -$3.94K -69 -2%
GT
456
Greenleaf Trust
Michigan
$221K +$221K +3,865 New
HT
457
Headlands Technologies
Illinois
$219K +$219K +3,829 New
WCM
458
Weik Capital Management
Pennsylvania
$218K -$30K -525 -12%
DADC
459
D.A. Davidson & Co
Montana
$215K +$2.34K +41 +1%
ERIM
460
Eagle Ridge Investment Management
Connecticut
$214K – – –
TFS
461
Thoroughbred Financial Services
Tennessee
$214K -$20.5K -359 -9%
A
462
AJOVista
Massachusetts
$213K +$213K +3,730 New
CIC
463
Chilton Investment Company
Connecticut
$211K +$211K +3,703 New
EF
464
Empowered Funds
Pennsylvania
$210K +$210K +3,679 New
ACA
465
Aptus Capital Advisors
Alabama
$210K +$210K +3,673 New
FFN
466
Focus Financial Network
Minnesota
$208K +$208K +3,623 New
UAML
467
US Asset Management LLC
Pennsylvania
$207K +$207K +3,620 New
PHAM
468
Palisades Hudson Asset Management
Florida
$206K – – –
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$205K -$71.1K -1,246 -26%
CCM
470
Coldstream Capital Management
Washington
$204K +$204K +3,576 New
VSQM
471
V-Square Quantitative Management
Illinois
$201K – – –
UM
472
UniSuper Management
Australia
$194K +$68.9K +1,206 +55%
FFA
473
Farther Finance Advisors
California
$189K +$7.37K +129 +4%
DGAM
474
Desjardins Global Asset Management
Quebec, Canada
$189K +$2.57K +45 +1%
ASN
475
Advisory Services Network
Georgia
$180K -$20.7K -363 -10%
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