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 %
IRC
576
Investors Research Corp
Georgia
$3.26K – – –
SA
577
SRH Advisors
Kansas
$3.14K – – –
VCM
578
Versant Capital Management
Arizona
$3.08K -$457 -8 -13%
RTL
579
Red Tortoise LLC
Georgia
$3.08K – – –
HFS
580
Hantz Financial Services
Michigan
$3K – – –
GKIM
581
GW&K Investment Management
Massachusetts
$3K +$1.08K +22 +56%
MSG
582
Main Street Group
Virginia
$2.86K +$2.86K +50 New
CWC
583
Carolinas Wealth Consulting
North Carolina
$2.77K – – –
FFO
584
Fortitude Family Office
Arizona
$2.51K +$2.51K +44 New
AF
585
Advisornet Financial
Minnesota
$2.46K +$2.46K +43 New
CQS
586
Credential Qtrade Securities
$2.4K – – –
BGAI
587
Bruce G. Allen Investments
Colorado
$2.4K +$2.4K +42 New
FHA
588
First Horizon Advisors
Tennessee
$1.88K -$343 -6 -15%
PIM
589
Plato Investment Management
Australia
$1.48K +$1.48K +26 New
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$1.31K +23 New
MRCM
591
M&R Capital Management
New Jersey
$1.31K – – –
GWM
592
Geneos Wealth Management
Colorado
$1.31K +$1.31K +23 New
SIC
593
SJS Investment Consulting
Ohio
$1.2K +$57 +1 +5%
JPWM
594
Jamison Private Wealth Management
Georgia
$1.18K – – –
LIM
595
Longfellow Investment Management
Massachusetts
$1.16K – – –
AWM
596
Abound Wealth Management
Tennessee
$1.14K -$114 -2 -9%
AW
597
Avion Wealth
Texas
$1K +$111 +2 +13%
WWM
598
Wolff Wiese Magana
California
$857 +$857 +15 New
PWMG
599
Prestige Wealth Management Group
New Jersey
$688 – – –
AssetMark Inc
600
AssetMark Inc
California
$685 +$685 +12 New
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