BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

608 hedge funds and large institutions have $9.91B invested in Brown-Forman Class B in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 218 increasing their positions, 204 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
10.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
218
Reduced
204
Closed
62
Calls
$1.72M
Puts
$2.04M
Net Calls
-$318K
Net Calls Change
+$206K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$966M
2
Goldman Sachs
Goldman Sachs
New York
$96.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$36.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$363M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.59M
4
Principal Financial Group
Principal Financial Group
Iowa
$100M
5
DZ Bank
DZ Bank
Germany
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
526
Permit Capital
Pennsylvania
$40K -$21.7K -325 -35%
FPFS
527
First Personal Financial Services
North Carolina
$38K – – –
BAM
528
Barrett Asset Management
New York
$36K – – –
LC
529
Lindbrook Capital
California
$33K +$1.6K +24 +5%
SOW
530
State of Wyoming
Wyoming
$30K -$9.82K -147 -25%
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$202 -3 -0.7%
HR
532
Howe & Rusling
New York
$30K – – –
SAM
533
Shell Asset Management
Netherlands
$26K -$173K -2,623 -87%
WTC
534
WhitTier Trust Company
Nevada
$25K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$24K -$3.43K -50 -13%
ETI
536
Enterprise Trust & Investment
California
$24K – – –
GLLW
537
Graves Light Lenhart Wealth
Virginia
$24K – – –
PB
538
Pinnacle Bancorp
Nebraska
$22K – – –
PCG
539
Private Capital Group
Connecticut
$20K -$4.48K -66 -18%
EW
540
Evoke Wealth
California
$20K -$2.95K -45 -13%
HI
541
Harbour Investments
Wisconsin
$20K – – –
GRP
542
Global Retirement Partners
California
$19K +$331 +5 +2%
CA
543
Clearstead Advisors
Ohio
$19K +$19K +285 New
LFG
544
Larson Financial Group
Missouri
$19K +$19K +288 New
CCM
545
Covington Capital Management
California
$17K – – –
TFO
546
Tarbox Family Office
California
$16K – – –
BIA
547
Bell Investment Advisors
California
$16K +$16K +234 New
OAJ
548
Ogorek Anthony Joseph
New York
$15K – – –
KFI
549
Key Financial Inc
Pennsylvania
$15K – – –
SWA
550
SOA Wealth Advisors
New York
$15K +$949 +15 +7%
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