BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

625 hedge funds and large institutions have $7.01B invested in Brown-Forman Class B in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 190 increasing their positions, 232 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+20
Holders Change %
+3.31%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
120
Increased
190
Reduced
232
Closed
89
Calls
$27.6M
Puts
$12M
Net Calls
+$15.6M
Net Calls Change
+$1.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$106M
2
Man Group
Man Group
United Kingdom
$50.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$37.2M
4
UBS Group
UBS Group
Switzerland
$48.3M
5
Citadel Advisors
Citadel Advisors
Florida
$33.6M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
$207M
2
State Street
State Street
Massachusetts
$475M
3
Millennium Management
Millennium Management
New York
$32.9M
4
Goldman Sachs
Goldman Sachs
New York
$94.1M
5
CIP
Champlain Investment Partners
Vermont
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
601
Albion Financial Group
Utah
$1.79K +$1.79K +47 New
GBT
602
Grove Bank & Trust
Florida
$1.75K +$1.75K +46 New
T
603
Transce3nd
Texas
$1.37K +$1.37K +36 New
PPA
604
Painted Porch Advisors
California
$1.06K +$1.06K +28 New
AW
605
Avion Wealth
Texas
$1K +$511 +23 +105%
PIM
606
Plato Investment Management
Australia
$991 – – –
GIA
607
GHP Investment Advisors
Colorado
$988 – – –
PFA
608
Pillar Financial Advisors
Kentucky
$950 +$950 +25 New
GA
609
GoalVest Advisory
New York
$836 +$836 +22 New
LIM
610
Longfellow Investment Management
Massachusetts
$770 – – –
BFPW
611
BOK Financial Private Wealth
Colorado
$421 +$421 +11 New
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$418 -$342 -9 -45%
NL
613
NVWM LLC
Pennsylvania
$380 – – –
CPG
614
Cornerstone Planning Group
New Jersey
$345 +$345 +10 New
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$266 +$266 +7 New
GFPC
616
Global Financial Private Client
Florida
$266 +$266 +7 New
WTC
617
WhitTier Trust Company
Nevada
$265 – – –
PWA
618
Principia Wealth Advisory
Texas
$228 +$228 +6 New
WW
619
Winnow Wealth
Texas
$192 +$192 +6 New
WCM
620
WealthTrak Capital Management
Virginia
$190 +$190 +5 New
RS
621
Rakuten Securities
Japan
$152 – – –
ANBT
622
American National Bank & Trust
Texas
$76 – – –
WA
623
WestEnd Advisors
North Carolina
$76 – – –
AWM
624
Activest Wealth Management
Florida
$38 +$38 +1 New
PWM
625
Parkworth Wealth Management
California
$38 +$38 +1 New
23 24
25
26 27