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 %
RIM
526
Rakuten Investment Management
Japan
$31.1K +$31.1K +543 New
FIA
527
FNY Investment Advisers
New York
$30K +$17.7K +315 +143%
HNB
528
Huntington National Bank
Ohio
$29.9K +$971 +17 +3%
CNBTD
529
Citizens National Bank Trust Department
Mississippi
$28.6K – – –
TFIPS
530
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.4K +$27.4K +480 New
TWM
531
Tradition Wealth Management
Minnesota
$26K +$349 +6 +1%
OIAM
532
OFI Invest Asset Management
France
$23.1K +$775 +15 +3%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$22.6K +$2.34K +41 +12%
QC
534
Quent Capital
New York
$21.5K -$8.39K -147 -28%
TPCW
535
TD Private Client Wealth
New York
$20.2K -$12.1K -212 -38%
MFG
536
Mendota Financial Group
Wisconsin
$18.1K +$6.97K +122 +63%
First Manhattan
537
First Manhattan
New York
$17.8K – – –
TCOV
538
Trust Company of Vermont
Vermont
$17.4K +$11.6K +204 +204%
LS
539
Livforsakringsbolaget Skandia
Sweden
$17.2K – – –
DA
540
Denali Advisors
California
$17.1K -$441K -7,718 -96%
GWS
541
Glassman Wealth Services
Virginia
$15.9K +$3.94K +69 +33%
GRP
542
Global Retirement Partners
California
$15.4K -$2.24K -41 -13%
WPA
543
West Paces Advisors
Georgia
$15.1K – – –
HBW
544
Hazlett, Burt & Watson
West Virginia
$14K – – –
RCM
545
Raleigh Capital Management
North Carolina
$13.4K +$8.46K +148 +170%
PC
546
Permit Capital
Pennsylvania
$13.4K -$19.4K -340 -59%
KFI
547
Key Financial Inc
Pennsylvania
$13K – – –
MSWM
548
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K +$12.6K +220 New
OAJ
549
Ogorek Anthony Joseph
New York
$12K – – –
RIM
550
Rockbridge Investment Management
New York
$12K +$12K +210 New
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