BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

608 hedge funds and large institutions have $9.91B invested in Brown-Forman Class B in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 218 increasing their positions, 204 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
10.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
218
Reduced
204
Closed
62
Calls
$1.72M
Puts
$2.04M
Net Calls
-$318K
Net Calls Change
+$206K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$966M
2
Goldman Sachs
Goldman Sachs
New York
$96.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$36.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$363M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.59M
4
Principal Financial Group
Principal Financial Group
Iowa
$100M
5
DZ Bank
DZ Bank
Germany
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
476
Latitude Advisors
Florida
$205K +$205K +3,055 New
BPA
477
Beacon Pointe Advisors
California
$203K +$203K +3,023 New
LNC
478
Lincoln National Corp
Pennsylvania
$203K +$203K +3,030 New
KeyBank National Association
479
KeyBank National Association
Ohio
$202K -$34.8K -518 -15%
AG
480
AlphaSimPlex Group
Massachusetts
$201K -$163K -2,420 -45%
LIM
481
Lagoda Investment Management
New York
$201K -$20.1K -300 -9%
PA
482
Parallel Advisors
California
$198K -$5.95K -89 -3%
LS
483
Livforsakringsbolaget Skandia
Sweden
$181K -$127K -1,900 -41%
SBL
484
Sargent Bickham Lagudis
Colorado
$173K – – –
GIBU
485
Gulf International Bank (UK)
United Kingdom
$167K -$58.3K -870 -26%
SC
486
SouthState Corp
Florida
$162K -$16K -239 -9%
JEST
487
JTC Employer Solutions Trustee
Jersey
$150K – – –
DCM
488
Dupont Capital Management
Delaware
$147K -$381K -5,668 -72%
SFFS
489
Stonehage Fleming Financial Services
Jersey
$140K – – –
BFC
490
Bedel Financial Consulting
Indiana
$139K – – –
Federated Hermes
491
Federated Hermes
Pennsylvania
$130K -$107K -1,588 -45%
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$118K – – –
SIM
493
Sentry Investment Management
Wisconsin
$113K +$113K +1,687 New
Rockefeller Capital Management
494
Rockefeller Capital Management
New York
$112K +$43.6K +654 +64%
APA
495
American Portfolios Advisors
New York
$108K -$403K -6,017 -79%
BCFD
496
Boit C.F. David
$103K – – –
NR
497
Newfound Research
Massachusetts
$103K +$29.3K +438 +40%
OSAM
498
O'Shaughnessy Asset Management
Connecticut
$101K +$82K +1,227 +432%
CHA
499
Carmichael Hill & Associates
Maryland
$96K -$67 -1 -0.1%
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$95K – – –
18 19
20
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