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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PHAM
476
Palisades Hudson Asset Management
Florida
$186K
GG
477
Gleason Group
Kentucky
$156K +$568 +11 +0.4%
GTAM
478
Global Trust Asset Management
Florida
$151K -$9.55K -185 -6%
FFA
479
Farther Finance Advisors
California
$149K -$20.6K -404 -12%
HI
480
Horizon Investments
North Carolina
$138K +$4.65K +90 +3%
SFFS
481
Stonehage Fleming Financial Services
Jersey
$134K +$134K +2,086 New
BC
482
Barrett & Company
Rhode Island
$129K
AWM
483
Avior Wealth Management
Nebraska
$125K +$125K +2,428 New
TH
484
TCTC Holdings
Texas
$120K +$465 +9 +0.4%
JEST
485
JTC Employer Solutions Trustee
Jersey
$116K
PA
486
Parallel Advisors
California
$93.4K -$16.5K -320 -15%
NS
487
NBC Securities
Alabama
$92K -$30.9K -600 -25%
CBT
488
Central Bank & Trust
Kentucky
$88.3K
CA
489
Centerpoint Advisors
Massachusetts
$86K
AF
490
Allworth Financial
California
$77.4K -$13.3K -257 -15%
CHA
491
Carmichael Hill & Associates
Maryland
$73.8K
Acadian Asset Management
492
Acadian Asset Management
Massachusetts
$73K
BCFD
493
Boit C.F. David
$72.8K
BAMF
494
BI Asset Management Fondsmaeglerselskab
Denmark
$69K -$506K -9,759 -88%
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$66.1K -$31K -600 -32%
GIBU
496
Gulf International Bank (UK)
United Kingdom
$63K
EWA
497
EverSource Wealth Advisors
Alabama
$60.4K +$4.98K +104 +9%
S
498
SignatureFD
Georgia
$59.7K -$38.3K -741 -39%
C
499
Covestor
United Kingdom
$58K +$21.8K +422 +60%
BWP
500
Baldwin Wealth Partners
Massachusetts
$56.8K