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Brown-Forman Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
551
Matthew Hamilton Rosenberg
$15K +$15K +228 New
HF
552
Halpern Financial
Virginia
$14.9K +$14.9K +223 New
RIM
553
Rockbridge Investment Management
New York
$14K
HNB
554
Huntington National Bank
Ohio
$14K +$933 +14 +7%
FCB
555
First Command Bank
Texas
$13K
FCFS
556
First Command Financial Services
Texas
$13K
TWA
557
TCI Wealth Advisors
Arizona
$13K +$68 +1 +0.5%
WPA
558
West Paces Advisors
Georgia
$12.5K
RFA
559
Reilly Financial Advisors
California
$12K
ZB
560
Zions Bancorporation
Utah
$11K -$322 -5 -3%
ST
561
Smithfield Trust
Pennsylvania
$11K
KIG
562
Kowal Investment Group
Wisconsin
$11K +$11K +159 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
563
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K -$7.58M -113,662 -100%
CFD
564
Creative Financial Designs
Indiana
$9K
GWSG
565
GPS Wealth Strategies Group
Colorado
$8K
HPC
566
HM Payson & Co
Maine
$8K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$8K +$557 +8 +7%
BWM
568
BerganKDV Wealth Management
Minnesota
$8K +$1.88K +28 +31%
SWM
569
Selective Wealth Management
Virginia
$7K
AA
570
AlphaMark Advisors
Kentucky
$7K
GWS
571
Glassman Wealth Services
Virginia
$7K
BWA
572
BDO Wealth Advisors
Florida
$7K
EARNEST Partners
573
EARNEST Partners
Georgia
$7K
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$7K +$7K +117 New
Nisa Investment Advisors
575
Nisa Investment Advisors
Missouri
$6.31K -$80 -1,200 -1%