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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 %
WQ
576
Wealth Quarterback
New Jersey
$6K
LCM
577
Logan Capital Management
Pennsylvania
$6K
O
578
Ossiam
France
$6K
DOA
579
D'Orazio & Associates
Virginia
$6K +$6K +83 New
FHA
580
First Horizon Advisors
Tennessee
$6K +$6K +86 New
LWA
581
Lenox Wealth Advisors
New York
$5K
HIA
582
Harbor Investment Advisory
Maryland
$5K +$5K +70 New
JWM
583
Janiczek Wealth Management
Colorado
$4K -$436 -6 -10%
VCM
584
Versant Capital Management
Arizona
$4K
SA
585
SRH Advisors
Kansas
$4K
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.69K +37 +206%
RTL
587
Red Tortoise LLC
Georgia
$4K +$4K +54 New
EWA
588
Evolution Wealth Advisors
Florida
$3K
SIM
589
Sonora Investment Management
Arizona
$3K
CCA
590
Column Capital Advisors
Indiana
$3K
LWA
591
Lowe Wealth Advisors
Maryland
$3K
PCA
592
Providence Capital Advisors
North Carolina
$3K
RA
593
Resolute Advisors
California
$3K
CFA
594
Carroll Financial Associates
North Carolina
$2K -$19.6K -383 -91%
CYG
595
Clean Yield Group
Vermont
$2K
BC
596
Burleson & Co
California
$2K
FPS
597
Fieldpoint Private Securities
Connecticut
$2K +$1.41K +26 +236%
NFG
598
Next Financial Group
Texas
$1K -$22K -484 -96%
MRCM
599
M&R Capital Management
New Jersey
$1K
JCM
600
Jacobi Capital Management
Pennsylvania
$1K