BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

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

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$775M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M
4
Charles Schwab
Charles Schwab
California
$67.1M
5
ProShare Advisors
ProShare Advisors
Maryland
$108M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$76.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.72M
5
State Street
State Street
Massachusetts
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
576
Global Retirement Partners
California
$15K – – –
HNB
577
Huntington National Bank
Ohio
$14K – – –
H
578
Hexavest
Quebec, Canada
$14K – – –
RIM
579
Rockbridge Investment Management
New York
$14K – – –
FCB
580
First Command Bank
Texas
$13K – – –
PO
581
Private Ocean
California
$13K – – –
FCFS
582
First Command Financial Services
Texas
$13K – – –
APWM
583
Atlas Private Wealth Management
New York
$13K +$67 +1 +0.5%
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$13K +$3.78K +55 +41%
TWA
585
TCI Wealth Advisors
Arizona
$13K +$5.04K +74 +63%
ZB
586
Zions Bancorporation
Utah
$12K -$4.43K -65 -27%
RFA
587
Reilly Financial Advisors
California
$12K +$12K +176 New
ST
588
Smithfield Trust
Pennsylvania
$11K – – –
TCOV
589
Trust Company of Vermont
Vermont
$11K – – –
CFD
590
Creative Financial Designs
Indiana
$10K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
591
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K +$9K +135 New
HPC
592
HM Payson & Co
Maine
$8K -$929 -13 -10%
GWSG
593
GPS Wealth Strategies Group
Colorado
$8K +$8K +125 New
Nisa Investment Advisors
594
Nisa Investment Advisors
Missouri
$7.17K -$338 -4,900 -5%
GWS
595
Glassman Wealth Services
Virginia
$7K -$1.39K -20 -17%
SLF
596
Sun Life Financial
Ontario, Canada
$7K -$65 -1 -0.9%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
EARNEST Partners
598
EARNEST Partners
Georgia
$7K – – –
AA
599
AlphaMark Advisors
Kentucky
$7K +$69 +1 +1%
SWA
600
SOA Wealth Advisors
New York
$7K +$2.8K +44 +67%
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