BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.9M
2
Retirement Systems of Alabama
2
Retirement Systems of Alabama
Alabama
$24.7M
3
Invesco
3
Invesco
Georgia
$154M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.2M
5
KBC Group
5
KBC Group
Belgium
$46.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
DWA
2
Douglass Winthrop Advisors
New York
$15.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$4.7K
4
Goldman Sachs
4
Goldman Sachs
New York
$61.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
601
Abound Wealth Management
Tennessee
$465 -$568 -11 -55%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$363 +$363 +7 New
FG
603
Fairman Group
Pennsylvania
$311 – – –
RS
604
Rakuten Securities
Japan
$206 – – –
WTC
605
WhitTier Trust Company
Nevada
$206 – – –
WA
606
WestEnd Advisors
North Carolina
$103 -$52 -1 -33%
FIA
607
FNY Investment Advisers
New York
$7 -$20 -395 -74%
DWM
608
Dogwood Wealth Management
Kansas
$2 -$3 – –
FBCM
609
Fort Baker Capital Management
California
– -$12.6M -219,091 Closed
GH
610
GAM Holding
Switzerland
– -$4.88M -85,539 Closed
CIA
611
Covington Investment Advisors
Pennsylvania
– -$4.14M -72,543 Closed
Axa
612
Axa
France
– -$3.84M -67,242 Closed
GAM
613
Garrison Asset Management
Arkansas
– -$2.87M -50,268 Closed
APF
614
Alaska Permanent Fund
Alaska
– -$2.1M -36,699 Closed
AWM
615
AE Wealth Management
Kansas
– -$1.34M -23,558 Closed
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
– -$1.26M -22,039 Closed
MML Investors Services
617
MML Investors Services
Massachusetts
– -$915K -16,033 Closed
ACMA
618
Arbor Capital Management (Alaska)
Alaska
– -$886K -15,888 Closed
UAS
619
United Asset Strategies
New York
– -$705K -12,346 Closed
PI
620
PineBridge Investments
New York
– -$678K -11,879 Closed
CT
621
Coastline Trust
Rhode Island
– -$626K -10,957 Closed
SWP
622
Strategic Wealth Partners
Ohio
– -$609K -10,673 Closed
Nomura Holdings
623
Nomura Holdings
Japan
– -$571K -9,997 Closed
AFS
624
Annapolis Financial Services
Maryland
– -$512K -8,971 Closed
LSPW
625
Lake Street Private Wealth
Illinois
– -$464K -8,129 Closed
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25
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