BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$319M
2
Principal Financial Group
Principal Financial Group
Iowa
$144M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
$67.6M
5
CIP
Champlain Investment Partners
Vermont
$199M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$479K
4
CCM
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
601
Dunhill Financial
United Kingdom
$662 +$662 +12 New
GI
602
Gradient Investments
Minnesota
$628 – – –
ACA
603
Atlas Capital Advisors
Wyoming
$571 – – –
LFG
604
Larson Financial Group
Missouri
$571 – – –
SWM
605
Spire Wealth Management
Virginia
$546 +$546 +10 New
FG
606
Fairman Group
Pennsylvania
$344 +$344 +6 New
TVAMP
607
Tennessee Valley Asset Management Partners
Tennessee
$233 +$233 +4 New
WTC
608
WhitTier Trust Company
Nevada
$228 – – –
RS
609
Rakuten Securities
Japan
$228 +$228 +4 New
WA
610
WestEnd Advisors
North Carolina
$171 – – –
DWM
611
Dogwood Wealth Management
Kansas
$3 – – –
Citadel Advisors
612
Citadel Advisors
Florida
– -$122M -2,116,316 Closed
Point72 Asset Management
613
Point72 Asset Management
Connecticut
– -$56.7M -982,787 Closed
CCM
614
Candlestick Capital Management
Connecticut
– -$49M -850,000 Closed
Los Angeles Capital Management
615
Los Angeles Capital Management
California
– -$45M -780,233 Closed
ECM
616
ExodusPoint Capital Management
New York
– -$15.9M -274,885 Closed
LIP
617
Lighthouse Investment Partners
Florida
– -$13.5M -233,564 Closed
Walleye Capital
618
Walleye Capital
New York
– -$6.9M -119,634 Closed
WMSA
619
Weiss Multi-Strategy Advisers
New York
– -$4.88M -84,520 Closed
VMPIC
620
Varma Mutual Pension Insurance Co
Finland
– -$3.17M -55,000 Closed
ACM
621
Aquatic Capital Management
Illinois
– -$2.86M -49,500 Closed
DLCIG
622
D.L. Carlson Investment Group
New Hampshire
– -$2.4M -41,525 Closed
WG
623
Winton Group
United Kingdom
– -$2.3M -39,946 Closed
BWM
624
BNC Wealth Management
Oregon
– -$1.62M -28,044 Closed
LCM
625
Landscape Capital Management
New Jersey
– -$1.59M -27,575 Closed
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