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 %
SWM
601
Selective Wealth Management
Virginia
$7K +$7K +100 New
BWM
602
BerganKDV Wealth Management
Minnesota
$6K – – –
VCM
603
Vigilant Capital Management
Maine
$6K – – –
LCM
604
Logan Capital Management
Pennsylvania
$6K +$6K +90 New
JWM
605
Janiczek Wealth Management
Colorado
$5K -$7.39K -105 -60%
LWA
606
Lenox Wealth Advisors
New York
$5K -$5K -72 -50%
FHC
607
First Horizon Corporation
Tennessee
$5K – – –
PWMG
608
Prestige Wealth Management Group
New Jersey
$5K +$633 +10 +14%
MWP
609
Meridian Wealth Partners
Pennsylvania
$5K +$5K +79 New
AIG
610
American International Group
New York
$4.05K +$51 +733 +1%
CCA
611
Column Capital Advisors
Indiana
$4K – – –
SA
612
SRH Advisors
Kansas
$4K – – –
VCM
613
Versant Capital Management
Arizona
$4K – – –
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$702 +10 +21%
CFO
615
CVA Family Office
Colorado
$4K +$4K +55 New
SIM
616
Sonora Investment Management
Arizona
$3K – – –
LWA
617
Lowe Wealth Advisors
Maryland
$3K – – –
HS
618
Horan Securities
United States
$3K – – –
PCA
619
Providence Capital Advisors
North Carolina
$3K – – –
EWA
620
Evolution Wealth Advisors
Florida
$3K – – –
RA
621
Resolute Advisors
California
$3K +$3K +50 New
SFSIG
622
San Francisco Sentry Investment Group
California
$2K – – –
BC
623
Burleson & Co
California
$2K +$2K +36 New
ANBT
624
American National Bank & Trust
Texas
$1K -$74.3K -1,485 -99%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$1K -$778 -14 -44%
23 24
25
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