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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 %
JWM
551
Janiczek Wealth Management
Colorado
$9.14K -$1.29K -25 -12%
CA
552
Clearstead Advisors
Ohio
$8.74K +$8.74K +178 New
ZB
553
Zions Bancorporation
Utah
$8.52K -$206 -4 -2%
SAM
554
Smartleaf Asset Management
Massachusetts
$8.22K +$8.22K +158 New
CAL
555
Capital Advisors Ltd
Ohio
$8K +$324 +6 +4%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.88K -$248K -4,775 -97%
IA
557
IFP Advisors
Florida
$7.07K -$671 -13 -9%
ST
558
Smithfield Trust
Pennsylvania
$7K
GWSG
559
GPS Wealth Strategies Group
Colorado
$6.45K
RCM
560
Raleigh Capital Management
North Carolina
$6.32K -$5.85K -113 -48%
S
561
Sachetta
Massachusetts
$5.83K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$5.52K
SS
563
Sunbelt Securities
Texas
$5.16K +$5.16K +100 New
CSWM
564
Cassady Schiller Wealth Management
Ohio
$4.96K
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$4.7K -$37.9M -733,474 -100%
LI
566
LRI Investments
Florida
$4.7K +$4.7K +91 New
LCM
567
Logan Capital Management
Pennsylvania
$4.65K
VAG
568
VisionPoint Advisory Group
Texas
$4.49K -$1.91K -37 -30%
CT
569
Colonial Trust
South Carolina
$4.15K
VNA
570
Valley National Advisers
Pennsylvania
$4K -$2.11K -50 -34%
HFS
571
Hantz Financial Services
Michigan
$3K
IRC
572
Investors Research Corp
Georgia
$2.94K
SA
573
SRH Advisors
Kansas
$2.84K
VCM
574
Versant Capital Management
Arizona
$2.79K
RTL
575
Red Tortoise LLC
Georgia
$2.79K