BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

617 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 248 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.81B
2
Citadel Advisors
Citadel Advisors
Florida
$122M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$54.7M
4
Macquarie Group
Macquarie Group
Australia
$142M
5
TC
TwinBeech Capital
New York
$19.6M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$45M
2
Franklin Resources
Franklin Resources
California
$82.7M
3
Jane Street
Jane Street
New York
$9.28M
4
First Trust Advisors
First Trust Advisors
Illinois
$4.17M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
601
SJS Investment Consulting
Ohio
$1.15K +$115 +2 +11%
HWP
602
Hibernia Wealth Partners
Louisiana
$1.15K +$1.15K +20 New
SIA
603
SkyView Investment Advisors
New Jersey
$1K – – –
IPW
604
Impact Partnership Wealth
Georgia
$808 +$808 +14 New
PWMG
605
Prestige Wealth Management Group
New Jersey
$695 – – –
NSIM
606
North Star Investment Management
Illinois
$635 – – –
GI
607
Gradient Investments
Minnesota
$635 – – –
CA
608
Crewe Advisors
Utah
$635 +$404 +7 +175%
LFG
609
Larson Financial Group
Missouri
$577 – – –
ACA
610
Atlas Capital Advisors
Wyoming
$576 – – –
TFM
611
TFC Financial Management
Massachusetts
$462 – – –
BAAM
612
Baker Avenue Asset Management
California
$462 +$462 +8 New
ANBT
613
American National Bank & Trust
Texas
$231 -$231 -4 -50%
WTC
614
WhitTier Trust Company
Nevada
$230 – – –
WA
615
WestEnd Advisors
North Carolina
$173 +$173 +3 New
WT
616
Washington Trust
Rhode Island
$115 – – –
PE
617
Point72 Europe
United Kingdom
– -$26.1M -391,120 Closed
Renaissance Technologies
618
Renaissance Technologies
New York
– -$13.2M -197,338 Closed
Hudson Bay Capital Management
619
Hudson Bay Capital Management
Connecticut
– -$3.98M -59,529 Closed
Voloridge Investment Management
620
Voloridge Investment Management
Florida
– -$3.53M -52,894 Closed
RBA
621
Richard Bernstein Advisors
New York
– -$2.97M -44,474 Closed
TCM
622
Teza Capital Management
Illinois
– -$2.96M -44,347 Closed
MRWM
623
ML&R Wealth Management
Texas
– -$2.7M -40,372 Closed
AAF
624
Andra AP-fonden
Sweden
– -$2.6M -38,900 Closed
AI
625
Atria Investments
North Carolina
– -$2.25M -33,642 Closed
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