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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$479K
4
CCM
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
476
Global Trust Asset Management
Florida
$178K – – –
GG
477
Gleason Group
Kentucky
$172K -$194K -3,395 -53%
TWC
478
TD Waterhouse Canada
Ontario, Canada
$155K +$18K +323 +13%
HI
479
Horizon Investments
North Carolina
$147K +$2.46K +43 +2%
BC
480
Barrett & Company
Rhode Island
$142K – – –
OP
481
ORG Partners
Indiana
$142K -$188K -3,293 -57%
NS
482
NBC Securities
Alabama
$136K – – –
TH
483
TCTC Holdings
Texas
$133K +$457 +8 +0.3%
JEST
484
JTC Employer Solutions Trustee
Jersey
$128K – – –
PA
485
Parallel Advisors
California
$122K -$2.23K -39 -2%
Walleye Trading
486
Walleye Trading
New York
$118K -$484K -8,471 -80%
S
487
SignatureFD
Georgia
$108K +$37.4K +655 +53%
Bank Julius Baer & Co
488
Bank Julius Baer & Co
Switzerland
$107K -$117K -2,047 -52%
Public Sector Pension Investment Board (PSP Investments)
489
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104K -$1.01M -17,759 -91%
CAL
490
Capital Analysts LLC
Pennsylvania
$101K +$2.4K +42 +2%
AF
491
Allworth Financial
California
$100K +$64.3K +1,126 +179%
CBT
492
Central Bank & Trust
Kentucky
$97.6K +$89.1K +1,560 +1,040%
CA
493
Centerpoint Advisors
Massachusetts
$96K – – –
BF
494
BOK Financial
Oklahoma
$87.1K +$87.1K +1,525 New
BCFD
495
Boit C.F. David
$85.8K – – –
CHA
496
Carmichael Hill & Associates
Maryland
$81.7K – – –
Acadian Asset Management
497
Acadian Asset Management
Massachusetts
$81K – – –
T
498
TOBAM
France
$74K -$89K -1,563 -55%
LIM
499
Lagoda Investment Management
New York
$72.8K – – –
GIBU
500
Gulf International Bank (UK)
United Kingdom
$69K -$36.8K -653 -35%
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