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Brown-Forman Class B

605 hedge funds and large institutions have $9.07B invested in Brown-Forman Class B in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 244 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+24
Holders Change %
+4.13%
% of All Funds
8.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
244
Reduced
180
Closed
57
Calls
$24.9M
Puts
$11M
Net Calls
+$13.9M
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
551
Mowery & Schoenfeld Wealth Management
Illinois
$10.8K
CAL
552
Capital Advisors Ltd
Ohio
$10K +$3.32K +68 +50%
BIA
553
Bell Investment Advisors
California
$9.35K -$1.08K -22 -10%
BGAI
554
Bruce G. Allen Investments
Colorado
$9.3K +$2.36K +48 +34%
CT
555
Colonial Trust
South Carolina
$8.31K +$3.29K +67 +66%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.51K
ST
557
Smithfield Trust
Pennsylvania
$7K
CAL
558
Capital Analysts LLC
Pennsylvania
$7K
IA
559
IFP Advisors
Florida
$5.81K -$6.74K -137 -54%
CSC
560
Caldwell Sutter Capital
California
$5.36K +$5.36K +109 New
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$5.26K
MCM
562
Manchester Capital Management
Vermont
$5.07K -$1.28K -26 -20%
SS
563
Sunbelt Securities
Texas
$4.92K
CSWM
564
Cassady Schiller Wealth Management
Ohio
$4.72K
S
565
Sachetta
Massachusetts
$4.68K -$492 -10 -10%
ZB
566
Zions Bancorporation
Utah
$4.67K -$3.1K -63 -40%
LCM
567
Logan Capital Management
Pennsylvania
$4.43K
TFA
568
Transamerica Financial Advisors
Florida
$4K +$4K +79 New
CWC
569
Carolinas Wealth Consulting
North Carolina
$3.69K
CA
570
Continuum Advisory
Idaho
$3.4K +$1.6K +39 +89%
HFS
571
Hantz Financial Services
Michigan
$3K
SWM
572
Spire Wealth Management
Virginia
$2.85K +$689 +14 +32%
IRC
573
Investors Research Corp
Georgia
$2.8K
SA
574
SRH Advisors
Kansas
$2.71K
VCM
575
Versant Capital Management
Arizona
$2.66K