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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
451
Essex Financial Services
Connecticut
$250K -$413 -8 -0.2%
EF
452
Empowered Funds
Pennsylvania
$249K +$59.6K +1,154 +31%
SP
453
Systematic Portfolios
New York
$247K +$247K +4,788 New
OIA
454
OneDigital Investment Advisors
Kansas
$235K -$76K -1,473 -24%
Balyasny Asset Management
455
Balyasny Asset Management
Illinois
$234K -$198K -3,842 -46%
SWM
456
SeaCrest Wealth Management
New York
$234K -$23.5K -455 -9%
RWP
457
Ridgecrest Wealth Partners
California
$234K
JFG
458
Jefferies Financial Group
New York
$232K +$232K +4,500 New
FIA
459
Foundations Investment Advisors
Arizona
$232K -$3.36K -65 -1%
DFG
460
Dupree Financial Group
Kentucky
$227K -$357K -6,917 -61%
Man Group
461
Man Group
United Kingdom
$227K -$44.4K -861 -16%
VCG
462
Vantage Consulting Group
Virginia
$225K +$5.99K +116 +3%
TIA
463
Tiemann Investment Advisors
California
$225K +$20.9K +405 +10%
FFP
464
FourThought Financial Partners
Florida
$225K +$11.7K +227 +6%
OAM
465
Oppenheimer Asset Management
New York
$222K -$4.85K -94 -2%
BAM
466
Berkshire Asset Management
Pennsylvania
$222K -$18.1K -350 -8%
CPIA
467
Cornell Pochily Investment Advisors
New York
$221K +$45.5K +1,111 +26%
CCM
468
Coldstream Capital Management
Washington
$221K +$36K +697 +19%
WIA
469
Westbourne Investment Advisors
Maryland
$218K
VSQM
470
V-Square Quantitative Management
Illinois
$218K +$36.1K +700 +20%
PWM
471
Perigon Wealth Management
California
$217K -$9.09K -176 -4%
MLL
472
Moody Lynn & Lieberson
Massachusetts
$209K
KFGK
473
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +4,040 New
SAM
474
Strategy Asset Managers
California
$208K +$208K +4,038 New
MWM
475
Modera Wealth Management
New Jersey
$200K -$54.3K -1,052 -21%