BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

630 hedge funds and large institutions have $12.1B invested in Brown-Forman Class B in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 216 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.18%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
221
Reduced
216
Closed
50
Calls
$9.88M
Puts
$1.34M
Net Calls
+$8.54M
Net Calls Change
-$750K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
Millennium Management
3
Millennium Management
New York
$54.5M
4
Wells Fargo
4
Wells Fargo
California
$212M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$66.4M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
State Street
2
State Street
Massachusetts
$790M
3
Citadel Advisors
3
Citadel Advisors
Florida
$968K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51M
5
BCM
5
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
601
American International Group
New York
$4.61K -$339 -4,267 -7%
SA
602
SRH Advisors
Kansas
$4K – – –
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
LWA
604
Lowe Wealth Advisors
Maryland
$4K – – –
VCM
605
Versant Capital Management
Arizona
$4K – – –
CCA
606
Column Capital Advisors
Indiana
$4K – – –
SIM
607
Sonora Investment Management
Arizona
$4K – – –
FQ
608
First Quadrant
California
$4K +$4K +52 New
HS
609
Horan Securities
United States
$3K – – –
PCA
610
Providence Capital Advisors
North Carolina
$3K – – –
EWA
611
Evolution Wealth Advisors
Florida
$3K – – –
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.31K +14 +78%
MA
613
MUFG Americas
New York
$3K +$3K +36 New
SIAG
614
Safeguard Investment Advisory Group
California
$3K +$3K +47 New
CYG
615
Clean Yield Group
Vermont
$2K -$2K -25 -50%
Fidelity International
616
Fidelity International
Bermuda
$2K -$211 -2 -10%
SFSIG
617
San Francisco Sentry Investment Group
California
$2K – – –
JCM
618
Jacobi Capital Management
Pennsylvania
$2K – – –
M
619
MOTCO
Texas
$2K – – –
WT
620
Washington Trust
Rhode Island
$1K – – –
CWC
621
Carolinas Wealth Consulting
North Carolina
$1K – – –
MRCM
622
M&R Capital Management
New Jersey
$1K – – –
AWG
623
Altus Wealth Group
Colorado
$1K +$1K +12 New
LWM
624
Liberty Wealth Management
California
$1K +$1K +17 New
CWM
625
Curi Wealth Management
North Carolina
$1K +$1K +22 New
23 24
25
26 27