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Brown-Forman Class B

627 hedge funds and large institutions have $11.1B invested in Brown-Forman Class B in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 202 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
57
Increased
202
Reduced
226
Closed
61
Calls
$3.04M
Puts
$3.57M
Net Calls
-$524K
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
476
Resonant Capital Advisors
Wisconsin
$234K
DADC
477
D.A. Davidson & Co
Montana
$234K +$9.36K +125 +4%
GTAM
478
Global Trust Asset Management
Florida
$233K
MWM
479
Modera Wealth Management
New Jersey
$232K
PA
480
Parallel Advisors
California
$229K -$10.7K -142 -4%
IA
481
IFP Advisors
Florida
$227K +$4.12K +55 +2%
SAM
482
Shell Asset Management
Netherlands
$226K -$50.9K -680 -18%
EFS
483
Essex Financial Services
Connecticut
$222K
PP
484
Palladium Partners
Virginia
$221K -$5.16K -69 -2%
SWM
485
Sculati Wealth Management
Michigan
$221K
KPWS
486
Kestra Private Wealth Services
Texas
$218K +$75 +1 +0%
IC
487
IEQ Capital
California
$217K +$217K +2,899 New
NHC
488
Nicholas Hoffman & Company
Georgia
$216K -$12.4K -165 -5%
EIA
489
Eldridge Investment Advisors
New Hampshire
$214K +$214K +2,850 New
VAS
490
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +2,838 New
WPW
491
Waldron Private Wealth
Pennsylvania
$209K +$209K +2,793 New
VFA
492
Valeo Financial Advisors
Indiana
$208K +$150 +2 +0.1%
HWMG
493
Hurlow Wealth Management Group
Indiana
$206K +$206K +2,744 New
BA
494
Bluesphere Advisors
Pennsylvania
$206K +$206K +2,750 New
JIC
495
Johnson Investment Counsel
Ohio
$204K +$204K +2,721 New
PA
496
Profund Advisors
Maryland
$204K +$204K +2,744 New
LA
497
LVW Advisors
New York
$203K +$203K +2,707 New
TMAM
498
Tokio Marine Asset Management
Japan
$202K +$202K +2,697 New
SC
499
SouthState Corp
Florida
$200K +$18K +239 +10%
SBL
500
Sargent Bickham Lagudis
Colorado
$194K