BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

674 hedge funds and large institutions have $9.93B invested in Brown-Forman Class B in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 245 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+17
Holders Change %
+2.59%
% of All Funds
10.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
81
Increased
245
Reduced
223
Closed
50
Calls
$9.32M
Puts
$4.12M
Net Calls
+$5.2M
Net Calls Change
-$881K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$42M
3
CCM
3
Candlestick Capital Management
Connecticut
$70.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$21.9M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$167M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.09B
2
Millennium Management
2
Millennium Management
New York
$81M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$23.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$184M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
501
United Capital Financial Advisors
Texas
$243K +$11.4K +174 +5%
BWM
502
BNC Wealth Management
Oregon
$239K -$5.39K -82 -2%
VFA
503
Voya Financial Advisors
Connecticut
$237K -$6.42K -97 -3%
PHAM
504
Palisades Hudson Asset Management
Florida
$237K – – –
MG
505
Meritage Group
California
$236K +$236K +3,599 New
ASN
506
Advisory Services Network
Georgia
$235K -$199K -3,026 -46%
JIC
507
Johnson Investment Counsel
Ohio
$231K -$26.3K -400 -10%
IWC
508
Integrated Wealth Concepts
Massachusetts
$230K -$18.6K -283 -7%
AS
509
AM Squared
Hong Kong
$230K +$230K +3,500 New
CMS
510
Capital Market Strategies
Florida
$229K +$229K +3,492 New
HCP
511
Holt Capital Partners
Texas
$229K – – –
GTAM
512
Global Trust Asset Management
Florida
$222K -$17.5K -267 -7%
PFS
513
Physicians Financial Services
North Carolina
$221K – – –
DLA
514
Douglas Lane & Associates
New York
$220K -$1.97K -30 -0.9%
PAS
515
Park Avenue Securities
New York
$219K +$219K +3,340 New
TAM
516
Todd Asset Management
Kentucky
$215K – – –
KGC
517
Kennon-Green & Company
Ohio
$213K +$213K +3,238 New
CIC
518
Chilton Investment Company
Connecticut
$212K – – –
MC
519
Maverick Capital
Texas
$210K -$313K -4,767 -60%
SRG
520
SBB Research Group
Illinois
$208K +$208K +3,172 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
521
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$208K -$184K -2,796 -47%
BPA
522
Beacon Pointe Advisors
California
$207K +$207K +3,159 New
IA
523
Integrity Advisory
Kansas
$207K +$207K +3,155 New
EB
524
Eastern Bank
Massachusetts
$207K -$713K -10,850 -77%
MCCP
525
Mission Creek Capital Partners
California
$206K -$10.6K -162 -5%
19 20
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