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.

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$479K
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$67.6M +$63.4M +1,110,993 +1,536%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$65.1M +$42.4M +743,271 +187%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$64.9M -$239K -4,187 -0.4%
DWA
29
Douglass Winthrop Advisors
New York
$64.6M +$1.86M +32,624 +3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$58.9M -$232K -4,065 -0.4%
APG Asset Management
31
APG Asset Management
Netherlands
$55.7M +$1.47M +28,513 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$55.4M -$1.58M -27,700 -3%
GRQ
33
Gardner Russo & Quinn
Pennsylvania
$53.5M -$1.31M -22,965 -2%
Bessemer Group
34
Bessemer Group
New Jersey
$49.3M +$332K +5,817 +0.7%
TIA
35
Tandem Investment Advisors
South Carolina
$47.1M -$1.51M -26,448 -3%
Bank of America
36
Bank of America
North Carolina
$43.5M +$4.48M +78,483 +11%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$41.9M +$908K +15,902 +2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$41.2M -$4.95M -86,650 -11%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$39.8M -$406K -7,114 -1%
MAM
40
Madison Asset Management
Wisconsin
$36.8M +$20.9M +365,421 +131%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$36.7M -$179K -3,133 -0.5%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$35M +$8.68M +152,005 +33%
KBC Group
43
KBC Group
Belgium
$33M +$552K +9,675 +2%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$31.9M +$1.2M +21,013 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$30.8M +$1.14M +19,929 +4%
Barclays
46
Barclays
United Kingdom
$29.9M -$1.49M -26,119 -5%
Nomura Asset Management
47
Nomura Asset Management
Japan
$29.8M +$3.76M +65,868 +14%
GT
48
Glenview Trust
Kentucky
$29.1M -$1.26M -22,128 -4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$27.3M +$613K +10,741 +2%
VF
50
Vest Financial
Virginia
$27.2M +$8.32M +145,782 +44%
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