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Brown-Forman Class B

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
S
526
SignatureFD
Georgia
$82K -$2.07K -30 -2%
TFM
527
TFC Financial Management
Massachusetts
$79K
NR
528
Newfound Research
Massachusetts
$71K -$37.9K -552 -35%
T
529
TOBAM
France
$71K
AIM
530
Anchor Investment Management
South Carolina
$67.2K -$2.41K -35 -3%
PC
531
Permit Capital
Pennsylvania
$66K
GWM
532
Geneos Wealth Management
Colorado
$66K
First Manhattan
533
First Manhattan
New York
$64K
BWP
534
Baldwin Wealth Partners
Massachusetts
$64K
CIA
535
CSat Investment Advisory
Michigan
$60K +$22.1K +320 +58%
FFA
536
Freedman Financial Associates
Massachusetts
$58K
MAM
537
Meeder Asset Management
Ohio
$57K +$33.2K +481 +139%
BCA
538
Berman Capital Advisors
Georgia
$55K -$615 -9 -1%
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K
MA
540
MCF Advisors
Kentucky
$55K
OC
541
Oakworth Capital
Alabama
$52K
AIC
542
Ameritas Investment Company
Nebraska
$51.9K +$51.9K +753 New
RE
543
RBC Europe
United Kingdom
$50.2K
TPCW
544
TD Private Client Wealth
New York
$48.8K -$6.55K -95 -12%
GCGDR
545
Geo Capital Gestora de Recursos
Brazil
$48K +$28.4K +408 +145%
TFS
546
TrustCore Financial Services
Tennessee
$47K
JFA
547
JNBA Financial Advisors
Minnesota
$45K -$17.4K -250 -28%
Rockefeller Capital Management
548
Rockefeller Capital Management
New York
$44K -$4.28K -63 -9%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$41K +$41K +600 New
FPFS
550
First Personal Financial Services
North Carolina
$39K