BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$189M
2
O
Ossiam
France
+$63.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$46.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.5M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$162M
2
BlackRock
BlackRock
New York
-$76M
3
Millennium Management
Millennium Management
New York
-$48.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$30.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
476
UMB Bank
Missouri
$257K -$103K -1,595 -28%
FBT
477
First Bank & Trust
South Dakota
$257K -$389K -6,048 -60%
MFS
478
Mirabella Financial Services
United Kingdom
$256K +$256K +3,980 New
UAML
479
US Asset Management LLC
Pennsylvania
$254K -$2.51K -39 -1%
LWP
480
Lumature Wealth Partners
Georgia
$251K +$11.4K +177 +5%
TRCT
481
Tower Research Capital (TRC)
New York
$250K -$143K -2,227 -36%
SAM
482
Strategy Asset Managers
California
$249K -$12.1K -188 -5%
DADC
483
D.A. Davidson & Co
Montana
$244K – – –
BC
484
Barrett & Company
Rhode Island
$241K +$81K +1,260 +51%
ERIM
485
Eagle Ridge Investment Management
Connecticut
$241K – – –
T
486
TRUADVICE
Florida
$239K +$239K +3,677 New
ATPW
487
Ashton Thomas Private Wealth
Arizona
$237K +$237K +3,681 New
CAM
488
Cresset Asset Management
Illinois
$233K +$233K +3,620 New
KGC
489
Kennon-Green & Company
Ohio
$233K +$25K +389 +12%
PHAM
490
Palisades Hudson Asset Management
Florida
$232K – – –
MG
491
Meritage Group
California
$232K +$1.03K +16 +0.4%
KeyBank National Association
492
KeyBank National Association
Ohio
$232K -$16.6K -259 -7%
ASN
493
Advisory Services Network
Georgia
$227K -$2.96K -46 -1%
GT
494
Greenleaf Trust
Michigan
$226K +$226K +3,518 New
AS
495
AM Squared
Hong Kong
$225K – – –
HCP
496
Holt Capital Partners
Texas
$224K – – –
GTAM
497
Global Trust Asset Management
Florida
$217K – – –
PFS
498
Physicians Financial Services
North Carolina
$216K – – –
DLA
499
Douglas Lane & Associates
New York
$215K – – –
SQA
500
Simon Quick Advisors
New Jersey
$214K -$27.9K -434 -12%
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