BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

627 hedge funds and large institutions have $11.1B invested in Brown-Forman Class B in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 202 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
202
Reduced
226
Closed
61
Calls
$3.04M
Puts
$3.57M
Net Calls
-$524K
Net Calls Change
-$7.5M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$161M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$944M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$96.3M
4
State Street
State Street
Massachusetts
$754M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.2M

Top Sellers

1
BlackRock
BlackRock
New York
$1.1B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$14.8M
4
Millennium Management
Millennium Management
New York
$31.3M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
601
Versant Capital Management
Arizona
$4K – – –
RA
602
Resolute Advisors
California
$4K – – –
SIM
603
Sonora Investment Management
Arizona
$4K – – –
SA
604
SRH Advisors
Kansas
$4K – – –
HWM
605
Holloway Wealth Management
Florida
$4K – – –
LWA
606
Lowe Wealth Advisors
Maryland
$3K – – –
HS
607
Horan Securities
United States
$3K – – –
PCA
608
Providence Capital Advisors
North Carolina
$3K – – –
BC
609
Burleson & Co
California
$3K – – –
EWA
610
Evolution Wealth Advisors
Florida
$3K – – –
SFSIG
611
San Francisco Sentry Investment Group
California
$2K – – –
SFO
612
Standard Family Office
South Dakota
$2K +$2K +22 New
CYG
613
Clean Yield Group
Vermont
$2K +$2K +25 New
RDWM
614
Red Door Wealth Management
Tennessee
$2K +$2K +33 New
KJHP
615
K.J. Harrison & Partners
Ontario, Canada
$1.95K +$225 +3,000 +13%
PWMG
616
Prestige Wealth Management Group
New Jersey
$1K -$5.58K -67 -85%
WT
617
Washington Trust
Rhode Island
$1K – – –
JCM
618
Jacobi Capital Management
Pennsylvania
$1K – – –
FPS
619
Fieldpoint Private Securities
Connecticut
$1K – – –
LWM
620
Liberty Wealth Management
California
$1K – – –
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
CWC
622
Carolinas Wealth Consulting
North Carolina
$1K – – –
MRCM
623
M&R Capital Management
New Jersey
$1K – – –
LIM
624
Longfellow Investment Management
Massachusetts
$1K +$1K +7 New
FFG
625
Ford Financial Group
California
$1K +$1K +22 New
23 24
25
26 27