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 %
EWA
501
EverSource Wealth Advisors
Alabama
$66.2K -$5.08K -89 -7%
UB
502
UMB Bank
Missouri
$63.6K -$49.9K -874 -44%
BWP
503
Baldwin Wealth Partners
Massachusetts
$62.8K – – –
NRC
504
New Republic Capital
North Carolina
$62.4K +$9.74K +170 +19%
CTA
505
Colonial Trust Advisors
South Carolina
$61.8K -$685 -12 -1%
QCG
506
Quadrant Capital Group
Ohio
$57.4K -$37.4K -655 -39%
GI
507
GAMMA Investing
California
$56.3K +$56.3K +1,025 New
PS
508
Principal Securities
Iowa
$55.2K +$55.2K +966 New
MA
509
MCF Advisors
Kentucky
$53.6K – – –
LC
510
Lindbrook Capital
California
$52K +$34.4K +603 +196%
CFO
511
CVA Family Office
Colorado
$51.7K +$51.7K +906 New
PCM
512
Penserra Capital Management
California
$49K -$10K -178 -17%
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$47K -$7.77K -136 -14%
SC
514
SouthState Corp
Florida
$46.1K – – –
OC
515
Oakworth Capital
Alabama
$42.8K – – –
SAM
516
S.A. Mason
Michigan
$42.8K – – –
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.9K – – –
C
518
Covestor
United Kingdom
$40K -$9.16K -160 -19%
ANBT
519
American National Bank & Trust
Texas
$37K +$36.8K +644 +16,100%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$35.7K +$4.8K +84 +16%
JFA
521
JNBA Financial Advisors
Minnesota
$34.1K – – –
AWM
522
Atticus Wealth Management
Florida
$33.1K – – –
FPFS
523
First Personal Financial Services
North Carolina
$32.1K – – –
HB
524
Horizon Bancorp
Indiana
$32K – – –
SNB
525
Security National Bank
Nebraska
$31.4K +$31.4K +550 New
19 20
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