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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 %
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$38.5K
AF
527
Allworth Financial
California
$36.3K +$5.08K +88 +16%
JFA
528
JNBA Financial Advisors
Minnesota
$34.5K -$2.89K -50 -8%
AWM
529
Atticus Wealth Management
Florida
$33.5K
PC
530
Permit Capital
Pennsylvania
$33.2K
TPCW
531
TD Private Client Wealth
New York
$32.6K +$11.1K +193 +52%
FPFS
532
First Personal Financial Services
North Carolina
$32.4K
HB
533
Horizon Bancorp
Indiana
$32K -$12.9K -223 -29%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$31.2K +$6.81K +118 +28%
QC
535
Quent Capital
New York
$30.2K +$1.38K +24 +5%
HNB
536
Huntington National Bank
Ohio
$29.3K +$5.83K +101 +25%
CNBTD
537
Citizens National Bank Trust Department
Mississippi
$28.8K
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.3K -$8.34K -144 -23%
ICM
539
Intrepid Capital Management
Florida
$25.8K
ZB
540
Zions Bancorporation
Utah
$25.1K
TWM
541
Tradition Wealth Management
Minnesota
$25K +$113 +2 +0.5%
OIAM
542
OFI Invest Asset Management
France
$23.5K +$23.5K +431 New
MHR
543
Matthew Hamilton Rosenberg
$22.6K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$20.5K +$1.5K +26 +8%
GRP
545
Global Retirement Partners
California
$18.6K -$461 -8 -2%
First Manhattan
546
First Manhattan
New York
$18K
LC
547
Lindbrook Capital
California
$17.8K -$6.75K -117 -28%
LS
548
Livforsakringsbolaget Skandia
Sweden
$17.4K
WPA
549
West Paces Advisors
Georgia
$15.2K
HBW
550
Hazlett, Burt & Watson
West Virginia
$14K