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Brown-Forman Class B

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
551
Sowell Financial Services
Arkansas
$37K -$1.09K -14 -3%
BAM
552
Barrett Asset Management
New York
$37K
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$36K +$36K +520 New
SOW
554
State of Wyoming
Wyoming
$35K +$35K +503 New
LJHT
555
Laurie J. Hall Trustee
$34K -$17K -250 -33%
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$32K
LC
557
Lindbrook Capital
California
$32K +$1.59K +23 +5%
HR
558
Howe & Rusling
New York
$31K
GLLW
559
Graves Light Lenhart Wealth
Virginia
$30K
CFA
560
Carroll Financial Associates
North Carolina
$29K -$207 -3 -0.7%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$28K +$1.11K +16 +4%
PCG
562
Private Capital Group
Connecticut
$27K -$171K -2,520 -86%
WP
563
WealthShield Partners
North Carolina
$27K +$27K +396 New
WTC
564
WhitTier Trust Company
Nevada
$26K
ETI
565
Enterprise Trust & Investment
California
$25K
EW
566
Evoke Wealth
California
$24K +$2.32K +33 +11%
PB
567
Pinnacle Bancorp
Nebraska
$23K
PA
568
Perennial Advisors
New York
$21K
HI
569
Harbour Investments
Wisconsin
$20K +$20K +290 New
ACM
570
Allred Capital Management
Texas
$17.4K +$17.4K +252 New
TFO
571
Tarbox Family Office
California
$17K
WPA
572
West Paces Advisors
Georgia
$16.7K
Twin Tree Management
573
Twin Tree Management
Texas
$16K +$16K +226 New
OAJ
574
Ogorek Anthony Joseph
New York
$15K
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$15K