BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

588 hedge funds and large institutions have $10.3B invested in Brown-Forman Class B in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 206 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+32
Holders Change %
+5.76%
% of All Funds
11.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.18%
New
79
Increased
184
Reduced
206
Closed
42
Calls
$11.1M
Puts
$2.41M
Net Calls
+$8.73M
Net Calls Change
-$326K

Top Buyers

1
BCM
Bridgeway Capital Management
Texas
$45.3M
2
Norges Bank
Norges Bank
Norway
$161M
3
BlackRock
BlackRock
New York
$1.05B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.2M
5
BIAS
Beacon Investment Advisory Services
New Jersey
$30.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$83.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$32.2M
4
State Street
State Street
Massachusetts
$748M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Analysts LLC
Pennsylvania
$63K – – –
SFS
502
Sowell Financial Services
Arkansas
$61K -$4.83K -72 -7%
VCM
503
Vigilant Capital Management
Maine
$57K +$57K +840 New
MA
504
MCF Advisors
Kentucky
$54K – – –
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K – – –
TCOV
506
Trust Company of Vermont
Vermont
$53K – – –
EI
507
Ellevest Inc
New York
$51K +$16.3K +239 +47%
OC
508
Oakworth Capital
Alabama
$50K – – –
CAW
509
Cornerstone Advisors (Washington)
Washington
$47K +$403 +6 +0.9%
S
510
SignatureFD
Georgia
$42K +$4.83K +71 +13%
BAM
511
Barrett Asset Management
New York
$37K – – –
PCM
512
Prelude Capital Management
New York
$36K -$66.7K -978 -65%
GLI
513
Guardian Life Insurance
New York
$36K – – –
GTAM
514
Global Trust Asset Management
Florida
$36K – – –
AIC
515
Ameritas Investment Company
Nebraska
$34K – – –
QAM
516
QCI Asset Management
New York
$32K – – –
FAM
517
Fred Alger Management
New York
$32K +$32K +470 New
CFA
518
Carroll Financial Associates
North Carolina
$29K – – –
TWA
519
TCI Wealth Advisors
Arizona
$28K +$11.2K +163 +67%
RE
520
RBC Europe
United Kingdom
$26.9K – – –
WTC
521
WhitTier Trust Company
Nevada
$25K – – –
ZB
522
Zions Bancorporation
Utah
$24K -$1.37K -20 -5%
ETI
523
Enterprise Trust & Investment
California
$24K – – –
RFA
524
Reilly Financial Advisors
California
$20K – – –
LC
525
Lindbrook Capital
California
$20K +$2.85K +43 +17%
19 20
21
22 23