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 %
JWM
551
Janiczek Wealth Management
Colorado
$11.5K – – –
PAI
552
Pittenger & Anderson Inc
Nebraska
$11.4K – – –
AIMA
553
Ables Iannone Moore & Associates
Georgia
$11.4K +$11.4K +200 New
BFEC
554
Benjamin F. Edwards & Company
Missouri
$11K – – –
BIA
555
Bell Investment Advisors
California
$10.8K -$457 -8 -4%
HPC
556
HM Payson & Co
Maine
$10.7K -$28.7K -502 -73%
BTI
557
Blue Trust Inc
Georgia
$10K +$1.62K +31 +19%
LFA
558
Level Financial Advisors
New York
$9.99K – – –
RIL
559
Rothschild Investment LLC
Illinois
$9.71K +$9.71K +170 New
ZB
560
Zions Bancorporation
Utah
$9.65K -$15.2K -266 -61%
HIA
561
Harbor Investment Advisory
Maryland
$8.74K – – –
IA
562
IFP Advisors
Florida
$8.57K -$105K -1,833 -92%
ST
563
Smithfield Trust
Pennsylvania
$8K – – –
CAL
564
Capital Advisors Ltd
Ohio
$8K +$282 +5 +4%
VNA
565
Valley National Advisers
Pennsylvania
$8K +$8K +145 New
GWSG
566
GPS Wealth Strategies Group
Colorado
$7.14K – – –
VAG
567
VisionPoint Advisory Group
Texas
$7.08K – – –
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$6.11K – – –
S
569
Sachetta
Massachusetts
$5.83K +$5.83K +102 New
CSWM
570
Cassady Schiller Wealth Management
Ohio
$5.48K – – –
LCM
571
Logan Capital Management
Pennsylvania
$5.14K – – –
CT
572
Colonial Trust
South Carolina
$4.13K – – –
MHR
573
Matthew Hamilton Rosenberg
$4.05K -$18.3K -321 -82%
MCM
574
Manchester Capital Management
Vermont
$3.88K +$3.88K +68 New
MCM
575
MV Capital Management
Maryland
$3.6K -$4.23K -74 -54%
21 22
23
24 25