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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
526
Mather Group
Illinois
$21.7K +$21.7K +380 New
QC
527
Quent Capital
New York
$21.6K +$2.12K +41 +11%
TCOV
528
Trust Company of Vermont
Vermont
$20.9K +$5.16K +100 +33%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$20.1K -$12.2K -236 -38%
CAL
530
Capital Analysts LLC
Pennsylvania
$19K -$70.5K -1,392 -79%
RIL
531
Rothschild Investment LLC
Illinois
$18.3K +$9.55K +185 +109%
TPCW
532
TD Private Client Wealth
New York
$17.2K -$1.03K -20 -6%
Mercer Global Advisors
533
Mercer Global Advisors
Colorado
$17K +$180 +107 +1%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$16.9K -$3.56K -69 -17%
GRP
535
Global Retirement Partners
California
$16.2K +$1.6K +31 +11%
First Manhattan
536
First Manhattan
New York
$16.1K
LS
537
Livforsakringsbolaget Skandia
Sweden
$15.6K
WPA
538
West Paces Advisors
Georgia
$13.6K
HBW
539
Hazlett, Burt & Watson
West Virginia
$13K
PC
540
Permit Capital
Pennsylvania
$12.1K
KFI
541
Key Financial Inc
Pennsylvania
$11.7K
CA
542
CoreCap Advisors
Michigan
$11.7K +$11.7K +227 New
MSWM
543
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K
OAJ
544
Ogorek Anthony Joseph
New York
$11K
MFG
545
Mendota Financial Group
Wisconsin
$10.1K -$6.3K -122 -38%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$10K
BIA
547
Bell Investment Advisors
California
$9.81K
HPC
548
HM Payson & Co
Maine
$9.65K
BTI
549
Blue Trust Inc
Georgia
$9.4K -$465 -9 -5%
HIA
550
Harbor Investment Advisory
Maryland
$9.24K +$1.34K +26 +17%