BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

627 hedge funds and large institutions have $11.1B invested in Brown-Forman Class B in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 202 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
202
Reduced
226
Closed
61
Calls
$3.04M
Puts
$3.57M
Net Calls
-$524K
Net Calls Change
-$7.5M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$161M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$944M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$96.3M
4
State Street
State Street
Massachusetts
$754M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.2M

Top Sellers

1
BlackRock
BlackRock
New York
$1.1B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$14.8M
4
Millennium Management
Millennium Management
New York
$31.3M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
526
CX Institutional
Indiana
$67K +$67K +893 New
GWM
527
Geneos Wealth Management
Colorado
$64K – – –
FFA
528
Freedman Financial Associates
Massachusetts
$63K – – –
GCGDR
529
Geo Capital Gestora de Recursos
Brazil
$62K +$10.1K +135 +20%
AIM
530
Anchor Investment Management
South Carolina
$61.8K -$11.2K -150 -15%
MA
531
MCF Advisors
Kentucky
$60K – – –
BCA
532
Berman Capital Advisors
Georgia
$59K – – –
OC
533
Oakworth Capital
Alabama
$56K – – –
GI
534
Gradient Investments
Minnesota
$55K +$55K +733 New
RE
535
RBC Europe
United Kingdom
$54.6K – – –
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K -$5.65K -75 -9%
CP
537
Castleview Partners
Texas
$54K +$54K +719 New
TPCW
538
TD Private Client Wealth
New York
$52.7K -$300 -4 -0.6%
TFS
539
TrustCore Financial Services
Tennessee
$51K +$74 +1 +0.1%
JFA
540
JNBA Financial Advisors
Minnesota
$49K – – –
SOW
541
State of Wyoming
Wyoming
$45K +$7.02K +93 +18%
FPFS
542
First Personal Financial Services
North Carolina
$42K – – –
BAM
543
Barrett Asset Management
New York
$41K – – –
NFG
544
Next Financial Group
Texas
$37K +$36.3K +497 +5,522%
LC
545
Lindbrook Capital
California
$35K +$596 +8 +2%
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$757 -10 -2%
HR
547
Howe & Rusling
New York
$33K – – –
CFA
548
Carroll Financial Associates
North Carolina
$31K +$73 +1 +0.2%
KPCM
549
Kings Point Capital Management
New York
$31K +$31K +418 New
PFBT
550
Parkside Financial Bank & Trust
Missouri
$30K -$150 -2 -0.5%
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