BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$775M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M
4
Charles Schwab
Charles Schwab
California
$67.1M
5
ProShare Advisors
ProShare Advisors
Maryland
$108M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$76.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.72M
5
State Street
State Street
Massachusetts
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
476
Perigon Wealth Management
California
$248K +$4.34K +63 +2%
PFS
477
Physicians Financial Services
North Carolina
$246K – – –
DILIC
478
Dai-ichi Life Insurance Company
Japan
$246K – – –
GIBU
479
Gulf International Bank (UK)
United Kingdom
$245K -$62.1K -904 -20%
RC
480
RegentAtlantic Capital
New Jersey
$244K +$244K +3,535 New
EI
481
Ellevest Inc
New York
$243K -$13K -189 -5%
MCCP
482
Mission Creek Capital Partners
California
$241K – – –
AF
483
Allworth Financial
California
$240K – – –
HCP
484
Holt Capital Partners
Texas
$240K – – –
CDH
485
Charles D. Hyman
$237K – – –
Allianz Asset Management
486
Allianz Asset Management
Germany
$236K -$6.71M -97,342 -97%
VI
487
Vestcor Inc
New Brunswick, Canada
$234K -$5.51K -80 -2%
LIM
488
Lagoda Investment Management
New York
$234K – – –
DLA
489
Douglas Lane & Associates
New York
$233K – – –
FL
490
Fort LP
Maryland
$226K -$222K -3,218 -50%
TAM
491
Todd Asset Management
Kentucky
$226K – – –
OAM
492
Oppenheimer Asset Management
New York
$223K -$41.6K -604 -16%
EFS
493
Essex Financial Services
Connecticut
$222K -$111K -1,616 -33%
RIG
494
RiverFront Investment Group
Virginia
$221K +$37.3K +540 +20%
PA
495
Parallel Advisors
California
$220K +$2.69K +39 +1%
AIM
496
Alhambra Investment Management
Florida
$216K +$216K +3,125 New
GTAM
497
Global Trust Asset Management
Florida
$215K -$36.7K -531 -15%
RCA
498
Resonant Capital Advisors
Wisconsin
$215K +$4.76K +69 +2%
MWM
499
Modera Wealth Management
New Jersey
$213K -$114K -1,658 -35%
NHC
500
Nicholas Hoffman & Company
Georgia
$210K +$5.58K +81 +3%
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