BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

652 hedge funds and large institutions have $9.82B invested in Brown-Forman Class B in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 220 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-22
Holders Change %
-3.26%
% of All Funds
10.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
220
Reduced
239
Closed
59
Calls
$1.55M
Puts
$2.07M
Net Calls
-$521K
Net Calls Change
-$5.72M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$212M
2
O
2
Ossiam
France
$64.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$48.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$46.3M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$43.5M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$18.1M
2
BlackRock
2
BlackRock
New York
$988M
3
Millennium Management
3
Millennium Management
New York
$31.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$22.3M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
601
Sutton Wealth Advisors
Florida
$7.39K -$292K -4,541 -98%
Commonwealth Equity Services
602
Commonwealth Equity Services
Massachusetts
$7.23K +$5 +74 +0.1%
AA
603
AlphaMark Advisors
Kentucky
$7K – – –
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$6.88K – – –
BWA
605
BDO Wealth Advisors
Florida
$6.43K – – –
BSB
606
Bangor Savings Bank
Maine
$6.43K – – –
EARNEST Partners
607
EARNEST Partners
Georgia
$6.36K – – –
CSWM
608
Cassady Schiller Wealth Management
Ohio
$6.17K -$2.38K -37 -28%
PG
609
Proffitt & Goodson
Tennessee
$5.91K -$3.86K -60 -39%
LCM
610
Logan Capital Management
Pennsylvania
$5.78K – – –
RCM
611
Raleigh Capital Management
North Carolina
$5.54K – – –
AF
612
Advisornet Financial
Minnesota
$4.5K -$1.93K -30 -30%
SA
613
SRH Advisors
Kansas
$4K – – –
IRC
614
Investors Research Corp
Georgia
$3.66K – – –
VCM
615
Versant Capital Management
Arizona
$3.47K – – –
RTL
616
Red Tortoise LLC
Georgia
$3.47K – – –
CCA
617
Column Capital Advisors
Indiana
$3.34K – – –
CWC
618
Carolinas Wealth Consulting
North Carolina
$3.09K +$2.32K +36 +300%
CQS
619
Credential Qtrade Securities
$3.08K +$3.08K +48 New
HFS
620
Hantz Financial Services
Michigan
$3K +$58 +1 +2%
LWA
621
Lowe Wealth Advisors
Maryland
$2.89K – – –
SC
622
Schubert & Co
Texas
$2.83K -$1.03K -16 -27%
MFT
623
Moisand Fitzgerald Tamayo
Florida
$2.76K – – –
HS
624
Horan Securities
United States
$2.64K – – –
FHA
625
First Horizon Advisors
Tennessee
$2.51K – – –
23 24
25
26 27