BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$775M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M
4
Charles Schwab
Charles Schwab
California
$67.1M
5
ProShare Advisors
ProShare Advisors
Maryland
$108M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$76.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.72M
5
State Street
State Street
Massachusetts
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
626
Washington Trust
Rhode Island
$1K -$100 -1 -9%
MRCM
627
M&R Capital Management
New Jersey
$1K – – –
Fidelity International
628
Fidelity International
Bermuda
$1K – – –
JCM
629
Jacobi Capital Management
Pennsylvania
$1K – – –
LWM
630
Liberty Wealth Management
California
$1K – – –
CWC
631
Carolinas Wealth Consulting
North Carolina
$1K +$158 +3 +19%
FPS
632
Fieldpoint Private Securities
Connecticut
$1K +$455 +5 +83%
CWP
633
Concord Wealth Partners
Virginia
$1K +$1K +16 New
ED
634
Exane Derivatives
France
$759 – – –
KRC
635
Kehrs Ridge Capital
New Jersey
– -$10.3M -130,000 Closed
Assenagon Asset Management
636
Assenagon Asset Management
Luxembourg
– -$9.18M -115,529 Closed
WMSA
637
Weiss Multi-Strategy Advisers
New York
– -$6.99M -88,050 Closed
MCG
638
McCollum Christoferson Group
New York
– -$5.69M -71,662 Closed
Royal London Asset Management
639
Royal London Asset Management
United Kingdom
– -$5.39M -67,845 Closed
AWM
640
Apollon Wealth Management
South Carolina
– -$3.86M -48,567 Closed
MSA
641
Mason Street Advisors
Wisconsin
– -$2M -25,179 Closed
QSS
642
Quantitative Systematic Strategies
Florida
– -$1.67M -20,981 Closed
RBA
643
Richard Bernstein Advisors
New York
– -$1.54M -19,351 Closed
NEI
644
Northwest & Ethical Investments
Ontario, Canada
– -$1.16M -14,657 Closed
SHGA
645
Sand Hill Global Advisors
California
– -$1.07M -13,484 Closed
DA
646
DCM Advisors
New York
– -$953K -12,000 Closed
SFSG
647
Sound Financial Strategies Group
Mississippi
– -$641K -8,075 Closed
SP
648
Symmetry Partners
Connecticut
– -$555K -6,981 Closed
HPCM
649
Hunter Perkins Capital Management
Illinois
– -$477K -6,000 Closed
SCA
650
Snowden Capital Advisors
New York
– -$407K -5,119 Closed
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