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Brown-Forman Class B

617 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 248 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
501
Ostrum Asset Management
France
$100K -$692 -12 -0.7%
CAL
502
Capital Analysts LLC
Pennsylvania
$100K +$19.3K +333 +24%
Credit Agricole
503
Credit Agricole
France
$99.2K +$99.2K +1,720 New
CA
504
Centerpoint Advisors
Massachusetts
$97K
QCG
505
Quadrant Capital Group
Ohio
$95.8K +$8.94K +155 +10%
BCFD
506
Boit C.F. David
$87.5K
CHA
507
Carmichael Hill & Associates
Maryland
$82.5K
Acadian Asset Management
508
Acadian Asset Management
Massachusetts
$82K -$22K -383 -21%
LIM
509
Lagoda Investment Management
New York
$73.6K
EWA
510
EverSource Wealth Advisors
Alabama
$72K -$1.15K -20 -2%
S
511
SignatureFD
Georgia
$71.7K +$5.13K +89 +8%
Federated Hermes
512
Federated Hermes
Pennsylvania
$70.7K +$70.7K +1,225 New
BWP
513
Baldwin Wealth Partners
Massachusetts
$63.5K
CTA
514
Colonial Trust Advisors
South Carolina
$63.2K +$173 +3 +0.3%
SIM
515
Sentry Investment Management
Wisconsin
$60K -$8.99K -157 -13%
PCM
516
Penserra Capital Management
California
$60K -$8.81K -154 -13%
Loomis, Sayles & Company
517
Loomis, Sayles & Company
Massachusetts
$55K +$4.47K +78 +9%
MA
518
MCF Advisors
Kentucky
$54.2K
NRC
519
New Republic Capital
North Carolina
$53.1K -$347 -6 -0.6%
C
520
Covestor
United Kingdom
$50K +$6.81K +117 +16%
SC
521
SouthState Corp
Florida
$46.6K
OC
522
Oakworth Capital
Alabama
$43.3K
SAM
523
S.A. Mason
Michigan
$43.3K
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$41.4K
HPC
525
HM Payson & Co
Maine
$39.7K +$39.7K +689 New